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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 %
CWM
2226
CarsonAllaria Wealth Management
Illinois
$170K +$170K +2,728 New
SWA
2227
SOA Wealth Advisors
New York
$168K -$50.7K -813 -23%
TLFA
2228
True Link Financial Advisors
California
$167K -$3.68K -59 -2%
GFPC
2229
Global Financial Private Client
Florida
$165K -$505K -8,101 -75%
FPWM
2230
FSB Premier Wealth Management
Iowa
$165K +$165K +2,655 New
GTAM
2231
Global Trust Asset Management
Florida
$162K -$6.35K -102 -4%
MHR
2232
Matthew Hamilton Rosenberg
$159K -$35.3K -565 -18%
SQA
2233
Simon Quick Advisors
New Jersey
$159K +$64.4K +1,034 +68%
MSFP
2234
Mark Sheptoff Financial Planning
Connecticut
$155K +$7.44K +119 +5%
WWM
2235
Wagner Wealth Management
South Carolina
$154K -$19.3K -308 -11%
PMFA
2236
Plante Moran Financial Advisors
Michigan
$151K +$10.4K +167 +7%
AWM
2237
Accel Wealth Management
Iowa
$150K +$7.4K +119 +5%
GCM
2238
Gladius Capital Management
Illinois
$150K +$150K +2,403 New
FMP
2239
Financial Management Professionals
Texas
$144K -$1.81K -29 -1%
CAM
2240
Costello Asset Management
Pennsylvania
$143K +$20.2K +325 +16%
RP
2241
Rowlandmiller & Partners
Georgia
$140K +$92.1K +5,190 +192%
TFM
2242
TFC Financial Management
Massachusetts
$140K -$113K -1,820 -45%
CCA
2243
Catalyst Capital Advisors
New York
$138K – – –
VAM
2244
Vienna Asset Management
California
$134K +$134K +2,150 New
LF
2245
Lee Financial
Texas
$133K +$96.6K +1,550 +265%
CPA
2246
Cowen Prime Advisors
New York
$131K – – –
GWS
2247
Glassman Wealth Services
Virginia
$130K +$12.4K +198 +11%
ME
2248
McIlrath & Eck
Washington
$129K -$43.6K -700 -25%
BWL
2249
Bogart Wealth LLC
Virginia
$128K -$6.3K -101 -5%
IAG
2250
Investmark Advisory Group
Connecticut
$128K +$128K +2,062 New
88 89
90
91 92