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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 %
TFA
2101
Trinity Financial Advisors
Ohio
$238K -$31.2K -500 -12%
RFA
2102
Reilly Financial Advisors
California
$238K +$76.3K +1,224 +47%
OWM
2103
Opes Wealth Management
California
$238K +$238K +3,814 New
HCP
2104
Holt Capital Partners
Texas
$237K – – –
IA
2105
IndexIQ Advisors
New York
$237K +$87.6K +1,405 +59%
ACP
2106
Aveo Capital Partners
Colorado
$236K -$29.7K -477 -11%
VA
2107
Valmark Advisers
Ohio
$236K -$17.1K -275 -7%
EDRIA
2108
Edmonds Duncan Registered Investment Advisors
Kansas
$236K – – –
CPWA
2109
Cerro Pacific Wealth Advisors
California
$236K – – –
PIP
2110
Peachtree Investment Partners
Florida
$235K -$19.3K -310 -8%
HWM
2111
Horizon Wealth Management
Illinois
$235K +$235K +3,773 New
MIA
2112
MainStreet Investment Advisors
Illinois
$234K – – –
EIG
2113
Ellenbecker Investment Group
Wisconsin
$233K -$9.09K -146 -4%
WCF
2114
West Coast Financial
California
$233K +$1.56K +25 +0.7%
PFA
2115
Pure Financial Advisors
California
$233K +$11.5K +184 +5%
FZCM
2116
Flynn Zito Capital Management
New York
$233K +$233K +3,731 New
ANBT
2117
American National Bank & Trust
Texas
$232K -$50.7K -811 -18%
AFC
2118
AFT Forsyth & Company
Florida
$232K -$31.1K -499 -12%
CG
2119
CFO4Life Group
Texas
$231K -$47.8K -768 -17%
NAMP
2120
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$231K – – –
AFM
2121
Abbot Financial Management
Massachusetts
$230K -$187K -3,000 -45%
TA
2122
Tiedemann Advisors
New York
$230K -$129K -2,083 -36%
AWM
2123
Arbor Wealth Management
Florida
$230K +$230K +3,694 New
MPAM
2124
Murphy Pohlad Asset Management
Minnesota
$229K -$31K -500 -12%
HWM
2125
Howard Wealth Management
Connecticut
$229K -$3.11K -50 -1%
83 84
85
86 87