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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,463 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,057 reducing their positions, and 163 closing their positions.

Holders
2,463
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.85%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,057
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$4.43B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.61B
3
Wells Fargo
3
Wells Fargo
California
$598M
4
Barclays
4
Barclays
United Kingdom
$394M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$157M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.86B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$223M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$185M
4
BlackRock
4
BlackRock
New York
$11B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.99B
Name Market Value Shares Shares
Change 		Shares
Change %
GCP
2501
Garda Capital Partners
Minnesota
– – -12,393 Closed
AIA
2502
Armor Investment Advisors
North Carolina
– – -12,137 Closed
BWM
2503
BNC Wealth Management
Oregon
– – -12,045 Closed
JWBC
2504
John W. Bristol & Co
New York
– – -11,070 Closed
XS
2505
XR Securities
Illinois
– – -10,973 Closed
JWWM
2506
Johnson & White Wealth Management
Pennsylvania
– – -10,417 Closed
BA
2507
Bridgewater Advisors
New York
– – -10,204 Closed
WFM
2508
Wolff Financial Management
Michigan
– – -9,950 Closed
CFO
2509
Callan Family Office
Pennsylvania
– – -9,682 Closed
KLC
2510
Knowledge Leaders Capital
Colorado
– – -9,503 Closed
QT
2511
Quantamental Technologies
New York
– – -9,395 Closed
CM
2512
Cercano Management
Washington
– – -9,000 Closed
ACM
2513
Alethea Capital Management
Washington
– – -8,965 Closed
WG
2514
Winton Group
United Kingdom
– – -8,793 Closed
OCM
2515
One Capital Management
California
– – -8,708 Closed
ESCM
2516
Echo Street Capital Management
New York
– – -8,417 Closed
GAM
2517
Grandview Asset Management
Pennsylvania
– – -8,156 Closed
BMCM
2518
Burns Matteson Capital Management
New York
– – -8,089 Closed
WEG
2519
World Equity Group
Illinois
– – -7,485 Closed
AG
2520
Ascent Group
Virginia
– – -7,075 Closed
HIIFS
2521
Harel Insurance Investments & Financial Services
Israel
– – -6,228 Closed
JCIA
2522
Jackson Creek Investment Advisors
Colorado
– – -6,024 Closed
CCM
2523
Community Capital Management
Florida
– – -6,000 Closed
LGWM
2524
Litman Gregory Wealth Management
California
– – -5,873 Closed
MCM
2525
Monument Capital Management
Virginia
– – -5,567 Closed
99 100
101
102 103