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Bristol-Myers Squibb
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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 %
SFA
2526
Seneca Financial Advisors
New York
– – -5,387 Closed
MWM
2527
Moran Wealth Management
Florida
– – -5,226 Closed
BFA
2528
Brendel Financial Advisors
New Hampshire
– – -4,976 Closed
OWM
2529
OneAscent Wealth Management
Alabama
– – -4,959 Closed
ISWM
2530
Independent Solutions Wealth Management
New York
– – -4,945 Closed
CIM
2531
Chiron Investment Management
New York
– – -4,824 Closed
MIH
2532
Meitav Investment House
Israel
– – -4,776 Closed
CM
2533
Columbus Macro
Pennsylvania
– – -4,741 Closed
CIM
2534
Contravisory Investment Management
Massachusetts
– – -4,677 Closed
RL
2535
Ruffer LLP
United Kingdom
– – -4,504 Closed
FA
2536
Faithward Advisors
Pennsylvania
– – -4,373 Closed
IA
2537
IFG Advisory
Georgia
– – -4,344 Closed
PCH
2538
PGIM Custom Harvest
New Jersey
– – -4,301 Closed
HHGA
2539
Halbert Hargrove Global Advisors
California
– – -4,156 Closed
OFS
2540
OneAscent Financial Services
Alabama
– – -4,150 Closed
AAMC
2541
Asset Allocation & Management Company
Illinois
– – -4,142 Closed
VF
2542
Virtu Financial
New York
– – -4,100 Closed
CBNLCF
2543
Cognios Beta Neutral Large Cap Fund
Kansas
– – -4,010 Closed
CC
2544
Commons Capital
Massachusetts
– – -3,907 Closed
MWAM
2545
Manhattan West Asset Management
California
– – -3,804 Closed
DCM
2546
Driehaus Capital Management
Illinois
– – -3,735 Closed
ALAM
2547
Asahi Life Asset Management
Japan
– – -3,730 Closed
W
2548
Wealthquest
Ohio
– – -3,726 Closed
NPF
2549
Norris Perne & French
Michigan
– – -3,593 Closed
SW
2550
Solidarity Wealth
Utah
– – -3,526 Closed
100 101
102
103 104