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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 %
KFGK
2376
Keystone Financial Group (Kentucky)
Kentucky
– -$222K -3,315 Closed
MFG
2377
Magnus Financial Group
New York
– -$221K -3,313 Closed
SFS
2378
Strategic Financial Services
New York
– -$220K -3,297 Closed
SBWIC
2379
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$220K -3,285 Closed
MWM
2380
Merriman Wealth Management
Washington
– -$218K -3,260 Closed
TCPWM
2381
Traverso Chambers Private Wealth Management
California
– -$218K -3,257 Closed
HA
2382
HYA Advisors
Missouri
– -$217K -3,252 Closed
PP
2383
Pegasus Partners
Wisconsin
– -$217K -3,250 Closed
IWP
2384
Icon Wealth Partners
Texas
– -$216K -3,226 Closed
OPOWM
2385
One Plus One Wealth Management
Florida
– -$215K -3,216 Closed
WFG
2386
Wills Financial Group
Virginia
– -$214K -3,204 Closed
NAMM
2387
NorthStar Asset Management (Massachusetts)
Massachusetts
– -$214K -3,202 Closed
FH
2388
FWG Holdings
Florida
– -$214K -3,201 Closed
PAIM
2389
Punch & Associates Investment Management
Minnesota
– -$214K -3,200 Closed
SWM
2390
Segment Wealth Management
Texas
– -$213K -3,192 Closed
BMCM
2391
Bryn Mawr Capital Management
Pennsylvania
– -$213K -3,188 Closed
WCM
2392
Weld Capital Management
New York
– -$213K -3,186 Closed
GSWM
2393
Golden State Wealth Management
California
– -$213K -3,181 Closed
MCM
2394
Monument Capital Management
Virginia
– -$212K -3,178 Closed
LFF
2395
Level Four Financial
Texas
– -$212K -3,170 Closed
FC
2396
Financial Consulate
Maryland
– -$211K -3,162 Closed
UTC
2397
Unified Trust Company
Kentucky
– -$211K -3,159 Closed
SHA
2398
Seneca House Advisors
Virginia
– -$211K -3,155 Closed
FWSM
2399
First Wilshire Securities Management
California
– -$210K -3,150 Closed
WC
2400
Whitney & Co
New York
– -$210K -3,141 Closed
94 95
96
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