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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 %
CCM
2426
Copeland Capital Management
Pennsylvania
$2K – – –
FHC
2427
First Heartland Consultants
Missouri
$1.78K +$199 +3,190 +13%
TAM
2428
Tucker Asset Management
Colorado
$1.13K – – –
WA
2429
WestEnd Advisors
North Carolina
$1.06K +$1.06K +17 New
TFA
2430
Transamerica Financial Advisors
Florida
$1K +$154 +2 +18%
FEG
2431
Financial Enhancement Group
Indiana
$1K +$1K +23 New
JRFS
2432
James Reed Financial Services
Ohio
$1K +$1K +30 New
LWM
2433
Liberty Wealth Management
California
$288 -$46 -745 -14%
SFCL
2434
Strengthening Families & Communities LLC
Massachusetts
$249 +$249 +3,983 New
RTC
2435
Riverview Trust Company
Washington
$225 +$98 +1,577 +77%
FFG
2436
Ford Financial Group
California
$110 +$110 +1,768 New
SC
2437
Samlyn Capital
New York
– -$77.3M -1,306,491 Closed
Lord, Abbett & Co
2438
Lord, Abbett & Co
New Jersey
– -$74.6M -1,260,707 Closed
Point72 Asset Management
2439
Point72 Asset Management
Connecticut
– -$39.4M -665,200 Closed
FP
2440
Foundry Partners
Minnesota
– -$34.7M -586,405 Closed
ACI
2441
AMP Capital Investors
Australia
– -$34.6M -584,451 Closed
NC
2442
Nicholas Company
Wisconsin
– -$34.1M -576,840 Closed
Balyasny Asset Management
2443
Balyasny Asset Management
Illinois
– -$31.4M -530,438 Closed
MCM
2444
Masters Capital Management
Georgia
– -$29.6M -500,000 Closed
EP
2445
Eversept Partners
New York
– -$27.8M -464,801 Closed
BSA
2446
Braun Stacey Associates
New York
– -$18.5M -312,770 Closed
BAM
2447
Blueshift Asset Management
New Jersey
– -$14.8M -249,521 Closed
Qube Research & Technologies (QRT)
2448
Qube Research & Technologies (QRT)
United Kingdom
– -$13.9M -235,469 Closed
ECM
2449
ExodusPoint Capital Management
New York
– -$13.9M -234,125 Closed
ECM
2450
Endurant Capital Management
California
– -$12.5M -211,821 Closed
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