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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 %
SWM
2576
Seed Wealth Management
Illinois
– – -3,018 Closed
HCP
2577
Holt Capital Partners
Texas
– – -3,007 Closed
WMA
2578
West Michigan Advisors
Michigan
– – -3,007 Closed
DA
2579
Dover Advisors
Virginia
– – -3,005 Closed
DPI
2580
Diversified Portfolios Inc
Michigan
– – -3,005 Closed
JSA
2581
Jacobson & Schmitt Advisors
Wisconsin
– – -3,000 Closed
SICM
2582
Sustainable Insight Capital Management
New York
– – -3,000 Closed
AWM
2583
Accel Wealth Management
Iowa
– – -2,996 Closed
WC
2584
Whitney & Co
New York
– – -2,991 Closed
KCFA
2585
Key Client Fiduciary Advisors
New Jersey
– – -2,986 Closed
ACA
2586
Affinity Capital Advisors
California
– – -2,980 Closed
IW
2587
Imprint Wealth
South Carolina
– – -2,956 Closed
RIA
2588
RPG Investment Advisory
California
– – -2,953 Closed
NIM
2589
Nexus Investment Management
Ontario, Canada
– – -2,953 Closed
FBT
2590
First Bank & Trust
South Dakota
– – -2,952 Closed
RC
2591
Rovin Capital
Arizona
– – -2,945 Closed
ES
2592
ETF Store
Kansas
– – -2,938 Closed
MAM
2593
MMA Asset Management
Pennsylvania
– – -2,931 Closed
AA
2594
Argent Advisors
Louisiana
– – -2,930 Closed
RP
2595
Rice Partnership
Hawaii
– – -2,928 Closed
WAM
2596
Winslow Asset Management
Ohio
– – -2,921 Closed
FFWA
2597
FRG Family Wealth Advisors
Washington
– – -2,916 Closed
SL
2598
Summitry LLC
California
– – -2,904 Closed
SB
2599
Sunflower Bank
Texas
– – -2,904 Closed
CBTWT
2600
Community Bank & Trust (Waco, Texas)
Texas
– – -2,892 Closed
102 103
104
105 106