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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 %
OL
2201
Optas LLC
Texas
$200K +$200K +3,205 New
WFG
2202
Wills Financial Group
Virginia
$200K +$200K +3,221 New
AA
2203
Addison Advisors
Vermont
$199K +$40.4K +647 +26%
SFM
2204
Signet Financial Management
New Jersey
$197K -$21.9K -351 -10%
EWM
2205
Edge Wealth Management
New York
$195K +$125 +2 +0.1%
COCM
2206
Charter Oak Capital Management
New Hampshire
$194K +$3.87K +62 +2%
AWA
2207
Amplius Wealth Advisors
Pennsylvania
$193K +$193K +3,108 New
MTIC
2208
Missouri Trust & Investment Company
Missouri
$192K +$192K +3,072 New
RCG
2209
Rock Creek Group
District of Columbia
$190K -$7.6K -122 -4%
LWA
2210
Lenox Wealth Advisors
New York
$189K +$4.86K +78 +3%
SC
2211
Stephens Consulting
Michigan
$188K +$188K +3,020 New
TVWM
2212
Tower View Wealth Management
Wisconsin
$182K -$18.6K -298 -9%
BEI
2213
Benjamin Edwards Inc
Missouri
$182K +$121K +1,944 +198%
GEA
2214
Glen Eagle Advisors
New Jersey
$178K -$98.6K -1,581 -36%
TCM
2215
TD Capital Management
Tennessee
$178K – – –
SC
2216
Sierra Capital
Florida
$177K +$62.5K +1,001 +55%
CC
2217
Commons Capital
Massachusetts
$177K +$177K +2,839 New
HWA
2218
HHM Wealth Advisors
Tennessee
$176K +$18.1K +290 +11%
BCM
2219
Blume Capital Management
California
$175K – – –
CLOS
2220
Compagnie Lombard Odier SCmA
Switzerland
$173K +$25.9K +415 +18%
HR
2221
Hayden Royal
North Carolina
$173K +$173K +2,768 New
PCFFS
2222
Pacific Center for Financial Services
California
$172K – – –
BCP
2223
Blue Chip Partners
Michigan
$172K +$1.06K +17 +0.6%
BWP
2224
Baldwin Wealth Partners
Massachusetts
$171K – – –
BWM
2225
BerganKDV Wealth Management
Minnesota
$171K +$15.9K +255 +10%
87 88
89
90 91