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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 %
RK
2251
Rather & Kittrell
Tennessee
$127K +$127K +2,042 New
BWA
2252
BDO Wealth Advisors
Florida
$126K -$36.2K -579 -22%
CWM
2253
Cranbrook Wealth Management
Michigan
$125K – – –
MCM
2254
Magnolia Capital Management
New York
$125K +$125K +2,000 New
AIM
2255
AHL Investment Management
Florida
$121K +$121K +1,935 New
CM
2256
Cornerstone Management
Georgia
$121K +$121K +1,941 New
NICM
2257
Neo Ivy Capital Management
New York
$119K +$119K +1,907 New
NIC
2258
Northwest Investment Counselors
Oregon
$116K +$116K +1,856 New
AFG
2259
Albion Financial Group
Utah
$115K -$24.8K -399 -18%
TIM
2260
Tortoise Investment Management
New York
$114K -$16.9K -270 -13%
PB
2261
Pinnacle Bancorp
Nebraska
$114K – – –
A
2262
AustralianSuper
Australia
$114K +$44.2K +710,844 +64%
HFM
2263
Harvest Fund Management
China
$113K +$113K +1,815 New
BCFD
2264
Boit C.F. David
$112K – – –
NF
2265
Norwood Financial
Pennsylvania
$112K +$112K +1,800 New
IFAM
2266
Institutional & Family Asset Management
Colorado
$111K +$248 +4 +0.2%
CWC
2267
Carolinas Wealth Consulting
North Carolina
$109K +$20.4K +327 +23%
BC
2268
Barnett & Company
Tennessee
$107K -$2.5K -40 -2%
M1FG
2269
Mach-1 Financial Group
Arkansas
$107K +$107K +1,725 New
TJHA
2270
Thomas J. Herzfeld Advisors
Florida
$106K – – –
RIM
2271
Rockbridge Investment Management
New York
$105K – – –
NFSG
2272
Newbridge Financial Services Group
Florida
$104K -$1.38K -22 -1%
SIS
2273
Sound Income Strategies
Florida
$102K -$1.62K -26 -2%
TF
2274
TimeScale Financial
Massachusetts
$99K +$62 +1 +0.1%
TCCM
2275
Timber Creek Capital Management
Massachusetts
$98K -$489K -7,860 -83%
89 90
91
92 93