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Bristol-Myers Squibb
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Overview Fund Activity

2,588 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 1,001 increasing their positions, 962 reducing their positions, and 86 closing their positions.

Holders
2,588
Holders Change
+132
Holders Change %
+5.37%
% of All Funds
41.76%
Holding in Top 10
75
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-33.63%
% of All Funds
1.21%
New
263
Increased
1,001
Reduced
962
Closed
86
Calls
$2.26B
Puts
$1.82B
Net Calls
+$440M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.55B
2
AWA
2
Arete Wealth Advisors
Illinois
$1.98B
3
Boston Partners
3
Boston Partners
Massachusetts
$992M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.6B
5
Citadel Advisors
5
Citadel Advisors
Florida
$222M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$642M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.25B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$436M
4
Franklin Resources
4
Franklin Resources
California
$199M
5
Bank of America
5
Bank of America
North Carolina
$2.89B
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
2576
FNY Investment Advisers
New York
$3K 50 +50 New
YDMI
2577
Y.D. More Investments
Israel
$2.88K 40 +40 New
HWP
2578
Highline Wealth Partners
California
$2.88K 40 – –
CCC
2579
Chelsea Counsel Company
California
$2.52K 35 +35 New
TCOT
2580
Trust Company of Toledo
Ohio
$2.51K 34,902 +347 +1%
LFA
2581
Legend Financial Advisors
Pennsylvania
$2.37K 33 – –
LFA
2582
Level Financial Advisors
New York
$2K 30 +13 +76%
WA
2583
WestEnd Advisors
North Carolina
$1.8K 25 -2 -7%
LWA
2584
Lowe Wealth Advisors
Maryland
$1.8K 25 – –
MIM
2585
Macroview Investment Management
Maryland
$1.8K 25 – –
ITIM
2586
Indiana Trust & Investment Management
Indiana
$1.29K 17,978 -752 -4%
AWA
2587
Artemis Wealth Advisors
New York
$504 7 – –
CMP
2588
Coston McIsaac & Partners
Maine
$132 1,843 – –
TWP
2589
TFO Wealth Partners
Ohio
$32 1 +1 New
Balyasny Asset Management
2590
Balyasny Asset Management
Illinois
– – -718,488 Closed
MA
2591
MUFG Americas
New York
– – -626,590 Closed
AC
2592
Armistice Capital
New York
– – -600,000 Closed
KP
2593
Kiltearn Partners
United Kingdom
– – -349,500 Closed
HM
2594
HealthCor Management
New York
– – -223,150 Closed
ECM
2595
Endurant Capital Management
California
– – -158,721 Closed
BCM
2596
Bridgeway Capital Management
Texas
– – -150,379 Closed
CCM
2597
Channing Capital Management
Illinois
– – -145,217 Closed
C
2598
Chescapmanager
Maryland
– – -90,852 Closed
NC
2599
Naman Capital
Brazil
– – -90,000 Closed
OPPTF
2600
OPSEU Pension Plan Trust Fund
Ontario, Canada
– – -60,301 Closed
102 103
104
105 106