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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,432 hedge funds and large institutions have $98.9B invested in Bristol-Myers Squibb in 2021 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 859 increasing their positions, 1,005 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,432
Holders Change
+147
Holders Change %
+6.43%
% of All Funds
37.56%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
323
Increased
859
Reduced
1,005
Closed
137
Calls
$1.95B
Puts
$1.55B
Net Calls
+$401M
Net Calls Change
+$135M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$385M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$296M
3
Primecap Management
Primecap Management
California
+$199M
4
IFP
Independent Franchise Partners
United Kingdom
+$199M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$196M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.05B
2
BlackRock
BlackRock
New York
-$456M
3
Capital World Investors
Capital World Investors
California
-$442M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$325M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
2076
TriaGen Wealth Management
California
$248K +$248K +3,975 New
GSWM
2077
Golden State Wealth Management
California
$248K +$248K +3,976 New
CSWM
2078
Cassady Schiller Wealth Management
Ohio
$248K +$248K +3,983 New
DA
2079
Dillon & Associates
Michigan
$245K -$28.7K -463 -10%
HCMG
2080
Howard Capital Management Group
California
$245K -$4.37K -70 -2%
ACM
2081
AUA Capital Management
Pennsylvania
$245K – – –
DAM
2082
Doheny Asset Management
California
$245K – – –
PWC
2083
PYA Waltman Capital
Tennessee
$245K +$245K +3,925 New
GAB
2084
German American Bancorp
Indiana
$244K +$6.17K +99 +3%
MPW
2085
MA Private Wealth
California
$244K +$7.16K +115 +3%
FAG
2086
Fortitude Advisory Group
Washington
$243K +$243K +3,897 New
ICG
2087
InterOcean Capital Group
Tennessee
$243K +$243K +3,899 New
TCOK
2088
Trust Company of Kansas
Kansas
$242K -$20.3K -325 -8%
IAG
2089
Investment Advisory Group
Massachusetts
$242K +$242K +3,637 New
SCA
2090
Sandy Cove Advisors
Massachusetts
$242K +$242K +3,875 New
QCM
2091
Quest Capital Management
Texas
$242K +$242K +3,878 New
RHJA
2092
Rice Hall James & Associates
California
$241K – – –
HWA
2093
Heritage Wealth Advisors
Virginia
$241K – – –
JWA
2094
JFS Wealth Advisors
Pennsylvania
$241K +$13.6K +219 +6%
KWM
2095
Keebeck Wealth Management
Illinois
$240K -$1.54M -24,717 -87%
WW
2096
Waterfront Wealth
Kansas
$240K -$4.61K -74 -2%
SWRP
2097
Summit Wealth & Retirement Planning
California
$239K -$65.1K -1,045 -21%
TI
2098
Truepoint Inc
Ohio
$239K +$1.81K +29 +0.8%
LIM
2099
Lathrop Investment Management
Arkansas
$239K +$4.12K +66 +2%
AWMT
2100
AAFMAA Wealth Management & Trust
North Carolina
$239K +$239K +3,839 New
82 83
84
85 86