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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 %
MFC
2176
Morris Financial Concepts
South Carolina
$209K +$209K +3,354 New
KOC
2177
Koss-Olinger Consulting
Florida
$208K -$422K -6,763 -67%
MCWA
2178
Meadow Creek Wealth Advisors
Georgia
$208K +$208K +3,336 New
RWP
2179
Revolve Wealth Partners
New Jersey
$208K +$208K +3,337 New
KFGK
2180
Keystone Financial Group (Kentucky)
Kentucky
$207K +$207K +3,315 New
MFG
2181
Magnus Financial Group
New York
$207K +$207K +3,321 New
NCM
2182
Noesis Capital Mangement
Florida
$207K +$207K +3,326 New
FFWA
2183
FRG Family Wealth Advisors
Washington
$206K -$533K -8,545 -72%
EBSAM
2184
Eubel Brady & Suttman Asset Management
Ohio
$206K +$206K +3,302 New
GKWIM
2185
Gerber Kawasaki Wealth & Investment Management
California
$205K +$39.4K +789 +24%
RFA
2186
Resurgent Financial Advisors
Georgia
$205K +$205K +3,281 New
SBWIC
2187
Schaper Benz & Wise Investment Counsel
Wisconsin
$205K +$205K +3,285 New
SDJVC
2188
St. Denis J. Villere & Co
Louisiana
$205K +$205K +3,300 New
PG
2189
Patten Group
Tennessee
$204K -$12.5K -200 -6%
MI
2190
Markston International
New York
$203K -$871 -14 -0.4%
TCPWM
2191
Traverso Chambers Private Wealth Management
California
$203K +$203K +3,257 New
AA
2192
Advisory Alpha
Michigan
$203K +$203K +3,258 New
BWP
2193
Bernardo Wealth Planning
Pennsylvania
$202K -$12.6K -202 -6%
SOW
2194
State of Wyoming
Wyoming
$202K +$56.1K +902 +38%
ZIG
2195
Zullo Investment Group
Pennsylvania
$202K +$202K +3,243 New
AFS
2196
Annapolis Financial Services
Maryland
$201K +$3.49K +56 +2%
NWM
2197
Northcape Wealth Management
New York
$201K +$201K +3,217 New
FAT
2198
First American Trust
California
$201K +$201K +3,220 New
LCM
2199
Lewis Capital Management
California
$201K +$201K +3,221 New
PAIM
2200
Punch & Associates Investment Management
Minnesota
$200K +$200K +3,200 New
86 87
88
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