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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 %
CTB
2401
Country Trust Bank
Illinois
$8K +$3.97K +67 +99%
FA
2402
Financial Avengers
California
$7K +$60 +1 +0.9%
KA
2403
Kozak & Associates
Colorado
$7K +$67 +1 +1%
RCM
2404
Raleigh Capital Management
North Carolina
$7K +$7K +119 New
PFA
2405
Professional Financial Advisors
Nebraska
$6K – – –
MS
2406
Mizuho Securities
Japan
$6K +$60 +1 +1%
SC
2407
Schubert & Co
Texas
$6K +$6K +99 New
BBHC
2408
Brown Brothers Harriman & Co
New York
$5.66K -$954 -15,304 -14%
NC
2409
NewSquare Capital
Pennsylvania
$5K – – –
WCMN
2410
Westchester Capital Management (Nebraska)
Nebraska
$5K – – –
SFA
2411
Semmax Financial Advisors
North Carolina
$5K +$5K +80 New
BIM
2412
Baldwin Investment Management
Pennsylvania
$4.43K -$303 -4,866 -6%
CP
2413
Castleview Partners
Texas
$4.08K +$4.08K +254,138 New
FIA
2414
FNY Investment Advisers
New York
$4K -$1.29M -22,500 -100%
CCA
2415
Column Capital Advisors
Indiana
$4K -$29K -442 -88%
SPA
2416
Shore Point Advisors
New Jersey
$4K +$4K +59 New
UFF
2417
USA Financial Formulas
Michigan
$3K -$52.5K -787 -95%
AW
2418
Alaethes Wealth
Nevada
$3K – – –
MAWCM
2419
Mine & Arao Wealth Creation & Management
California
$3K – – –
IHWM
2420
Iron Horse Wealth Management
Iowa
$3K +$1.1K +15 +58%
ACK
2421
Andrew C. Karlinski
$3K +$3K +48 New
WPWM
2422
Western Pacific Wealth Management
Illinois
$3K +$3K +56 New
MP
2423
McDonald Partners
Ohio
$2.49K -$681K -10,925 -100%
ACM
2424
Absolute Capital Management
Pennsylvania
$2.49K +$2.49K +40 New
LWA
2425
Lowe Wealth Advisors
Maryland
$2K -$9.2K -115 -82%
95 96
97
98 99