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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 %
UIA
2376
Ulland Investment Advisors
Minnesota
$20K +$20K +315 New
BBPWM
2377
Blue Bell Private Wealth Management
Pennsylvania
$20K +$20K +325 New
AWMS
2378
Advocacy Wealth Management Services
Georgia
$19K – – –
HF
2379
Halpern Financial
Virginia
$18.7K – – –
NL
2380
NVWM LLC
Pennsylvania
$18K -$13.8K -269 -43%
MFA
2381
McClarren Financial Advisors
Pennsylvania
$18K +$191 +3 +1%
CF
2382
Concorde Financial
Texas
$18K +$18K +293 New
LWP
2383
Lumature Wealth Partners
Georgia
$17K -$14.6K -238 -46%
GWMIA
2384
Global Wealth Management Investment Advisory
Florida
$17K – – –
RBC
2385
Roble Belko & Company
Pennsylvania
$16K – – –
CPFP
2386
Clear Perspectives Financial Planning
Ohio
$16K +$16K +250 New
MWA
2387
Miller Wealth Advisors
Colorado
$15K +$15K +235 New
PCTC
2388
Perkins Coie Trust Company
Washington
$13K -$2.41K -38 -16%
APC
2389
Aspire Private Capital
North Carolina
$13K -$1.24K -20 -9%
SAM
2390
Strategic Asset Management
Minnesota
$12K -$48K -800 -80%
OAJ
2391
Ogorek Anthony Joseph
New York
$11K – – –
IPW
2392
IronBridge Private Wealth
Texas
$11K – – –
TCWA
2393
Ten Capital Wealth Advisors
Washington
$11K – – –
CMA
2394
Cedar Mountain Advisors
Oregon
$10K – – –
JMF
2395
Johnson Midwest Financial
Iowa
$10K +$60 +1 +0.6%
SMG
2396
Spectrum Management Group
Indiana
$10K +$3.69K +59 +58%
KFS
2397
Kelly Financial Services
Massachusetts
$9.75K – – –
WIA
2398
Wealthstreet Investment Advisors
Texas
$9K – – –
RG
2399
Retirement Group
California
$9K – – –
FGAM
2400
Financial Gravity Asset Management
Texas
$8.88K +$8.35K +2,273 +1,568%
94 95
96
97 98