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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,361 hedge funds and large institutions have $108B invested in Bristol-Myers Squibb in 2021 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 958 increasing their positions, 952 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,361
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
41.22%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.26%
New
146
Increased
958
Reduced
952
Closed
112
Calls
$1.47B
Puts
$1.06B
Net Calls
+$411M
Net Calls Change
+$299M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.58B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.57B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$756M
4
IFP
4
Independent Franchise Partners
United Kingdom
$912M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$245M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$594M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$1.76B
3
Bank of America
3
Bank of America
North Carolina
$1.91B
4
Franklin Resources
4
Franklin Resources
California
$1.06B
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
2426
Monumental Financial Group
Maryland
– -$480K -7,605 Closed
AC
2427
Apogem Capital
New York
– -$463K -7,332 Closed
ESCM
2428
Echo Street Capital Management
New York
– -$455K -7,203 Closed
SNBOSCI
2429
Security National Bank of Sioux City Iowa
Iowa
– -$431K -6,834 Closed
IWS
2430
Insight Wealth Strategies
California
– -$418K -6,620 Closed
DMC
2431
Drexel Morgan & Co
Pennsylvania
– -$372K -5,896 Closed
CAM
2432
Concorde Asset Management
Michigan
– -$361K -5,737 Closed
LC
2433
Lavaca Capital
Texas
– -$358K -5,673 Closed
CAN
2434
Claraphi Advisory Network
United States
– -$339K -5,362 Closed
PCIG
2435
Partners Capital Investment Group
Massachusetts
– -$338K -5,357 Closed
LCS
2436
Levin Capital Strategies
New York
– -$331K -5,241 Closed
WCM
2437
Windsor Capital Management
Arizona
– -$323K -5,127 Closed
CMTU
2438
Capital Markets Trading (UK)
United Kingdom
– -$292K -4,620 Closed
PTB
2439
Pioneer Trust Bank
Oregon
– -$268K -4,253 Closed
KTA
2440
Keeley-Teton Advisors
Illinois
– -$267K -4,232 Closed
EBT
2441
Enterprise Bank & Trust
Massachusetts
– -$234K -3,710 Closed
CPC
2442
Congress Park Capital
New York
– -$230K -3,650 Closed
HG
2443
Harbor Group
New Hampshire
– -$242K -3,646 Closed
VWM
2444
Vigilare Wealth Management
Arizona
– -$230K -3,644 Closed
PM
2445
Parametrica Management
Hong Kong
– -$231K -3,642 Closed
PCA
2446
Private Capital Advisors
Connecticut
– -$222K -3,516 Closed
SFM
2447
Signet Financial Management
New Jersey
– -$207K -3,276 Closed
IF
2448
Intrua Financial
Texas
– -$213K -3,226 Closed
CAC
2449
Certified Advisory Corp
Florida
– -$158K -2,503 Closed
NG
2450
NWK Group
California
– -$135K -2,132 Closed
96 97
98
99 100