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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 %
MSFP
2201
Mark Sheptoff Financial Planning
Connecticut
$158K – – –
BWA
2202
BDO Wealth Advisors
Florida
$158K +$26.7K +400 +20%
JAM
2203
JCIC Asset Management
Ontario, Canada
$154K – – –
RP
2204
Rowlandmiller & Partners
Georgia
$154K – – –
HFA
2205
Hoover Financial Advisors
Pennsylvania
$152K +$3.33K +50 +2%
PMFA
2206
Plante Moran Financial Advisors
Michigan
$151K -$353K -5,267 -70%
AFG
2207
Albion Financial Group
Utah
$150K +$150K +2,246 New
TIM
2208
Tortoise Investment Management
New York
$149K – – –
FMP
2209
Financial Management Professionals
Texas
$148K +$16.6K +248 +13%
BWL
2210
Bogart Wealth LLC
Virginia
$144K -$12K -179 -8%
CPA
2211
Cowen Prime Advisors
New York
$140K – – –
NFSG
2212
Newbridge Financial Services Group
Florida
$139K -$9.9K -148 -7%
CAM
2213
Costello Asset Management
Pennsylvania
$132K -$175K -2,620 -57%
AWM
2214
Atticus Wealth Management
Florida
$132K -$667 -10 -0.5%
IUHSA
2215
Itau Unibanco Holding S.A.
Brazil
$132K +$132K +1,973 New
ZB
2216
Zions Bancorporation
Utah
$131K -$33.7K -504 -20%
CWM
2217
Cranbrook Wealth Management
Michigan
$128K -$67.3K -1,004 -34%
FFG
2218
Ford Financial Group
California
$128K +$128K +1,917 New
CA
2219
Crewe Advisors
Utah
$124K -$13.4K -200 -10%
BC
2220
Barnett & Company
Tennessee
$124K -$3.07K -46 -2%
JWA
2221
JFS Wealth Advisors
Pennsylvania
$124K +$533 +8 +0.4%
SC
2222
Sierra Capital
Florida
$123K – – –
MFT
2223
Moisand Fitzgerald Tamayo
Florida
$120K +$10K +150 +9%
BCFD
2224
Boit C.F. David
$120K +$120K +1,800 New
AWM
2225
Accel Wealth Management
Iowa
$115K -$22.5K -337 -16%
87 88
89
90 91