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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 %
FPFS
2276
First Personal Financial Services
North Carolina
$98K +$626 +10 +0.6%
MFT
2277
Moisand Fitzgerald Tamayo
Florida
$96K – – –
CFFP
2278
Center for Financial Planning
Michigan
$94K -$210K -3,364 -69%
FWC
2279
First Washington Corp
Washington
$94K – – –
HL
2280
Harding Loevner
New Jersey
$92K +$92K +1,468 New
VRS
2281
Virginia Retirement Systems
Virginia
$90.9K – – –
OCM
2282
Orion Capital Management
California
$90K +$62.1K +1,000 +222%
MTWM
2283
Masso Torrence Wealth Management
New Jersey
$90K +$90K +1,451 New
WPA
2284
West Paces Advisors
Georgia
$89.4K +$26.9K +432 +43%
BAM
2285
Byrne Asset Management
New Jersey
$89K +$89K +1,424 New
LAS
2286
Lloyd Advisory Services
Georgia
$89K +$89K +1,434 New
TC
2287
TAP Consulting
Missouri
$84K +$84K +1,340 New
FCG
2288
Financial Connections Group
California
$84K +$84K +1,351 New
IUHSA
2289
Itau Unibanco Holding S.A.
Brazil
$83K -$60.7K -975 -42%
CFN
2290
Cordasco Financial Network
Florida
$81K +$562 +9 +0.7%
EPM
2291
Equitec Proprietary Markets
Illinois
$81K +$81K +1,300 New
JWM
2292
Janiczek Wealth Management
Colorado
$79K -$22K -352 -22%
BAM
2293
Baldrige Asset Management
Pennsylvania
$78K – – –
MCM
2294
MV Capital Management
Maryland
$78K +$2.42K +39 +3%
OA
2295
Operose Advisors
Wisconsin
$78K +$78K +1,259 New
RAM
2296
Riggs Asset Management
Pennsylvania
$77K -$91.2K -1,471 -54%
AP
2297
Arlington Partners
Alabama
$77K -$63.2K -1,019 -45%
SC
2298
Solstein Capital
California
$77K -$27.9K -450 -27%
SIC
2299
SJS Investment Consulting
Ohio
$77K +$77K +1,232 New
CH
2300
Canton Hathaway
Rhode Island
$75K -$1.59M -25,343 -95%
90 91
92
93 94