BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

2,285 hedge funds and large institutions have $96B invested in Bristol-Myers Squibb in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 969 increasing their positions, 880 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,285
Holders Change
-76
Holders Change %
-3.22%
% of All Funds
40.13%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.12%
New
109
Increased
969
Reduced
880
Closed
151
Calls
$1.55B
Puts
$1.29B
Net Calls
+$265M
Net Calls Change
-$146M

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$391M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$357M
3
Boston Partners
Boston Partners
Massachusetts
$246M
4
Barclays
Barclays
United Kingdom
$415M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.06B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.63B
2
Viking Global Investors
Viking Global Investors
Connecticut
$416M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.3B
4
DZ Bank
DZ Bank
Germany
$198M
5
KBC Group
KBC Group
Belgium
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
2326
Strategic Investment Advisors
Michigan
– -$917K -13,719 Closed
IMC Chicago
2327
IMC Chicago
Illinois
– -$847K -12,674 Closed
WCAMG
2328
Woodard & Company Asset Management Group
North Carolina
– -$815K -12,200 Closed
SIP
2329
Stoneridge Investment Partners
Pennsylvania
– -$791K -11,835 Closed
T
2330
TRUADVICE
Florida
– -$721K -10,686 Closed
LSAG
2331
Lake Street Advisors Group
New Hampshire
– -$660K -9,859 Closed
CRI
2332
Colonial River Investments
Virginia
– -$600K -8,984 Closed
FNBOH
2333
First National Bank of Hutchinson
Kansas
– -$534K -7,994 Closed
FWM
2334
Foresight Wealth Management
Utah
– -$505K -7,552 Closed
MAG
2335
MRA Advisory Group
New Jersey
– -$495K -7,407 Closed
DS
2336
DRW Securities
Illinois
– -$463K -6,929 Closed
SNBOSD
2337
Security National Bank of So Dak
Iowa
– -$456K -6,823 Closed
PTC
2338
Provident Trust Company
Wisconsin
– -$436K -6,532 Closed
VI
2339
Versor Investments
New York
– -$395K -5,907 Closed
AFAS
2340
Acorn Financial Advisory Services
Virginia
– -$390K -5,824 Closed
WFMPM
2341
Woodley Farra Manion Portfolio Management
Indiana
– -$379K -5,665 Closed
KFA
2342
Kelleher Financial Advisors
New York
– -$344K -5,158 Closed
BFA
2343
Brendel Financial Advisors
New Hampshire
– -$332K -4,976 Closed
CISOA
2344
Capital Investment Services of America
Wisconsin
– -$332K -4,975 Closed
TWM
2345
TriaGen Wealth Management
California
– -$315K -4,641 Closed
WHG
2346
Westwood Holdings Group
Texas
– -$308K -4,614 Closed
EBSAM
2347
Eubel Brady & Suttman Asset Management
Ohio
– -$284K -4,503 Closed
PIA
2348
Pinion Investment Advisors
Kansas
– -$299K -4,480 Closed
WA
2349
Wambolt & Associates
Colorado
– -$290K -4,364 Closed
EWP
2350
Engrave Wealth Partners
Texas
– -$286K -4,275 Closed
92 93
94
95 96