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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,361 hedge funds and large institutions have $108B invested in Bristol-Myers Squibb in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 958 increasing their positions, 952 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,361
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
41.22%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.26%
New
146
Increased
958
Reduced
952
Closed
112
Calls
$1.47B
Puts
$1.06B
Net Calls
+$411M
Net Calls Change
+$299M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$596M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$485M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$409M
4
IFP
Independent Franchise Partners
United Kingdom
+$219M
5
Two Sigma Investments
Two Sigma Investments
New York
+$206M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$455M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$317M
3
Bank of America
Bank of America
North Carolina
-$300M
4
Franklin Resources
Franklin Resources
California
-$243M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
UTC
2151
Unified Trust Company
Kentucky
$211K +$211K +3,159 New
WC
2152
Whitney & Co
New York
$210K +$210K +3,141 New
FWSM
2153
First Wilshire Securities Management
California
$210K +$210K +3,150 New
EWM
2154
Edge Wealth Management
New York
$207K -$16K -238 -7%
CC
2155
Constitution Capital
Connecticut
$207K -$13.4K -200 -6%
OL
2156
Optas LLC
Texas
$207K +$207K +3,090 New
SEEDPG
2157
S.E.E.D. Planning Group
New York
$207K +$207K +3,094 New
WOSD
2158
WFA of San Diego
California
$206K +$206K +3,078 New
MPCG
2159
Matrix Private Capital Group
New York
$206K +$206K +3,080 New
RTS
2160
Round Table Services
New Jersey
$206K +$206K +3,083 New
AWG
2161
Altus Wealth Group
Colorado
$205K -$12.8K -192 -6%
CBFP
2162
Cedar Brook Financial Partners
Ohio
$205K -$8.41K -126 -4%
PA
2163
Parkside Advisors
California
$205K +$205K +3,061 New
TA
2164
TFG Advisers
Michigan
$205K +$205K +3,067 New
FNBSF
2165
First National Bank Sioux Falls
South Dakota
$205K +$205K +3,070 New
COCM
2166
Charter Oak Capital Management
New Hampshire
$204K -$6.56K -98 -3%
FCM
2167
Firestone Capital Management
Florida
$204K – – –
WWM
2168
Wagner Wealth Management
South Carolina
$204K +$29.4K +440 +17%
PWM
2169
PBMares Wealth Management
Virginia
$204K +$204K +3,046 New
DWM
2170
Destination Wealth Management
California
$202K -$130K -1,945 -39%
HVP
2171
Hudson Value Partners
Florida
$202K -$44.9K -673 -18%
IP
2172
Isthmus Partners
Wisconsin
$202K +$202K +3,017 New
KOMWMG
2173
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$202K +$202K +3,020 New
VFA
2174
Voya Financial Advisors
Connecticut
$201K -$1.81M -27,312 -90%
GFS
2175
GYL Financial Synergies
Connecticut
$201K -$31.3K -469 -13%
85 86
87
88 89