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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
$5.72B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.13B
3
Primecap Management
Primecap Management
California
$1.38B
4
IFP
Independent Franchise Partners
United Kingdom
$986M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$1.14B

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$324M
2
BlackRock
BlackRock
New York
$10.6B
3
Capital World Investors
Capital World Investors
California
$130M
4
Viking Global Investors
Viking Global Investors
Connecticut
$113M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
MGI
2326
MayTech Global Investments
New York
$57K – – –
RA
2327
Rise Advisors
New York
$56.2K +$56.2K +902 New
AWM
2328
Atticus Wealth Management
Florida
$56K +$56K +900 New
BCPWM
2329
Bradley & Co Private Wealth Management
Florida
$54K – – –
LFASL
2330
Lugano Financial Advisors SA (LFA)
Switzerland
$54K +$54K +863 New
FP
2331
Financial Perspectives
Minnesota
$53.6K – – –
IRC
2332
Investors Research Corp
Georgia
$49K – – –
CAL
2333
Capital Advisors Ltd
Ohio
$49K +$4.06K +65 +9%
BIA
2334
Bell Investment Advisors
California
$49K +$18.3K +295 +60%
HC
2335
Hoese & Co
Minnesota
$48K – – –
GWA
2336
Gibson Wealth Advisors
Texas
$48K +$48K +770 New
TCM
2337
Tanaka Capital Management
New York
$47K -$40K -640 -46%
SC
2338
Seldon Capital
California
$47K +$47K +747 New
KFP
2339
KB Financial Partners
New Jersey
$47K +$47K +756 New
AIP
2340
Ahrens Investment Partners
Louisiana
$46K +$46K +740 New
EWA
2341
EverSource Wealth Advisors
Alabama
$45K +$45K +723 New
JIR
2342
James Investment Research
Ohio
$44K +$6.29K +100 +17%
RCM
2343
Regency Capital Management
Hawaii
$42K – – –
MAM
2344
McCarthy Asset Management
California
$41K – – –
MIM
2345
Macroview Investment Management
Maryland
$41K – – –
CWM
2346
Curi Wealth Management
North Carolina
$40K +$40K +656 New
DI
2347
Disciplined Investments
Oklahoma
$39K +$18.8K +300 +93%
HIIFS
2348
Harel Insurance Investments & Financial Services
Israel
$37K -$125K -2,000 -77%
HI
2349
Hoey Investments
Pennsylvania
$37K -$18.5K -300 -33%
LFG
2350
Leverty Financial Group
Wisconsin
$37K +$37K +600 New
92 93
94
95 96