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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,360 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 936 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+8
Holders Change %
+0.34%
% of All Funds
41.56%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.23%
New
157
Increased
993
Reduced
936
Closed
119
Calls
$1.15B
Puts
$1.04B
Net Calls
+$112M
Net Calls Change
-$20M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.23B
2
Goldman Sachs
Goldman Sachs
New York
$863M
3
BlackRock
BlackRock
New York
$11.1B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.8B
5
Viking Global Investors
Viking Global Investors
Connecticut
$328M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$440M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$990M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$334M
4
GQG Partners
GQG Partners
Florida
$655K
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
2451
Kathmere Capital Management
Pennsylvania
– -$157K -2,531 Closed
D
2452
Diversified
Delaware
– -$147K -2,431 Closed
WC
2453
Wexford Capital
Florida
– -$146K -2,361 Closed
CWM
2454
Curi Wealth Management
North Carolina
– -$146K -2,353 Closed
FWM
2455
FSA Wealth Management
Massachusetts
– -$131K -2,109 Closed
Q
2456
QVR
California
– -$109K -1,753 Closed
APC
2457
Asset Planning Corporation
Tennessee
– -$103K -1,661 Closed
NR
2458
Newfound Research
Massachusetts
– -$79K -1,281 Closed
VCG
2459
Vantage Consulting Group
Virginia
– -$74K -1,201 Closed
DWA
2460
Dougherty Wealth Advisers
Minnesota
– -$66K -1,070 Closed
CT
2461
Clearstead Trust
Maine
– -$66K -1,060 Closed
KC
2462
Kinloch Capital
Virginia
– -$65K -1,040 Closed
BWM
2463
Birchcreek Wealth Management
Ohio
– -$62K -1,000 Closed
TIAM2
2464
Tru Independence Asset Management 2
Oregon
– -$61K -989 Closed
SIAG
2465
Safeguard Investment Advisory Group
California
– -$58K -942 Closed
OIM
2466
Oder Investment Management
California
– -$58K -929 Closed
DWM
2467
Defined Wealth Management
Oregon
– -$57K -922 Closed
CM
2468
Caption Management
Oklahoma
– -$56K -900 Closed
CMBA
2469
C.M. Bidwell & Associates
Hawaii
– -$48K -770 Closed
AIA
2470
Arcadia Investment Advisors
Idaho
– -$44.5K -717 Closed
ICP
2471
Interchange Capital Partners
Pennsylvania
– -$40K -646 Closed
AIM
2472
Axiom Investment Management
New York
– -$214 -434 Closed
SFG
2473
Sowa Financial Group
Rhode Island
– -$25K -410 Closed
BCM
2474
Birch Capital Management
Texas
– -$18K -297 Closed
BDWCC
2475
B&D White Capital Company
Texas
– -$12K -200 Closed
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