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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 %
PCMC
2151
Paragon Capital Management (Colorado)
Colorado
$216K +$311 +5 +0.1%
LIG
2152
Lokken Investment Group
Delaware
$216K +$216K +3,461 New
TCBWMS
2153
Texas Capital Bank Wealth Management Services
Texas
$216K +$216K +3,463 New
NWM
2154
NEIRG Wealth Management
Massachusetts
$215K +$215K +3,451 New
OFS
2155
OneAscent Financial Services
Alabama
$215K +$215K +3,451 New
WMA
2156
Wealth Management Associates
New Jersey
$215K -$23.3K -373 -10%
IA
2157
IFG Advisory
Georgia
$214K -$243K -3,904 -53%
TP
2158
Tranquility Partners
Tennessee
$214K -$6.43K -103 -3%
EIA
2159
Eldridge Investment Advisors
New Hampshire
$213K – – –
MPCG
2160
Matrix Private Capital Group
New York
$213K +$213K +3,409 New
CWG
2161
Cornerstone Wealth Group
North Carolina
$213K +$213K +3,410 New
SIA
2162
SeaBridge Investment Advisors
New Jersey
$213K +$213K +3,422 New
ARMT
2163
Amica Retiree Medical Trust
Rhode Island
$212K -$227K -3,643 -52%
WW
2164
Westshore Wealth
California
$212K -$18.7K -300 -8%
JSL
2165
JT Stratford LLC
Georgia
$212K -$3.74K -60 -2%
LDFR
2166
Lehman & Derafelo Financial Resources
Pennsylvania
$212K – – –
FH
2167
FWG Holdings
Florida
$212K +$212K +3,162 New
MCWS
2168
McKinley Carter Wealth Services
West Virginia
$211K -$170K -2,730 -45%
GAG
2169
GM Advisory Group
New York
$211K – – –
TW
2170
TrinityPoint Wealth
Connecticut
$211K +$211K +3,381 New
SDAM
2171
Shulman DeMeo Asset Management
New York
$211K +$211K +3,383 New
Manulife (Manufacturers Life Insurance)
2172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$209K -$17.7K -284,560 -8%
BCM
2173
Boltwood Capital Management
California
$209K -$24.9K -400 -11%
CA
2174
Crewe Advisors
Utah
$209K +$93.6K +1,500 +81%
MWM
2175
Merriman Wealth Management
Washington
$209K +$209K +3,346 New
85 86
87
88 89