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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 %
EW
2126
Evoke Wealth
California
$228K -$17.4K -279 -7%
BAM
2127
Brave Asset Management
New Jersey
$228K – – –
AGP
2128
Autumn Glory Partners
Texas
$228K +$228K +3,661 New
TIA
2129
Traphagen Investment Advisors
New Jersey
$227K – – –
ATWA
2130
Arbor Trust Wealth Advisors
Michigan
$225K – – –
ACM
2131
Armbruster Capital Management
New York
$225K +$6.22K +100 +3%
RTS
2132
Round Table Services
New Jersey
$224K +$187 +3 +0.1%
DDC
2133
DF Dent & Co
Maryland
$224K +$6.56K +105 +3%
SEEDPG
2134
S.E.E.D. Planning Group
New York
$224K +$224K +3,600 New
WF
2135
Wayfinding Financial
Washington
$223K +$223K +3,507 New
QPW
2136
Quantum Private Wealth
Florida
$223K +$223K +3,585 New
CMI
2137
Clare Market Investments
Texas
$222K -$84.4K -1,354 -28%
Financial Engines Advisors
2138
Financial Engines Advisors
California
$222K -$55.7K -893 -20%
GC
2139
Garde Capital
Washington
$222K -$10.4K -167 -4%
SF
2140
Symphony Financial
Texas
$222K -$1.3K -21 -0.6%
QC
2141
Quent Capital
New York
$222K +$222K +3,552 New
TWM
2142
Thrive Wealth Management
Pennsylvania
$222K +$222K +3,553 New
WAOI
2143
Wealth Advisors of Iowa
Iowa
$221K -$101K -1,627 -31%
WOSD
2144
WFA of San Diego
California
$221K +$6.85K +110 +3%
CFS
2145
CRA Financial Services
New Jersey
$219K -$9.29K -149 -4%
RB
2146
Renasant Bank
Mississippi
$219K +$219K +3,518 New
AWP
2147
Abacus Wealth Partners
California
$219K -$24.2K -388 -10%
AG
2148
AlphaSimPlex Group
Massachusetts
$218K -$397K -6,370 -65%
IFG
2149
Investors Financial Group
Minnesota
$218K +$563 +9 +0.3%
T
2150
TNF
Montana
$218K +$218K +3,360 New
84 85
86
87 88