BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

2,525 hedge funds and large institutions have $111B invested in Bristol-Myers Squibb in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,048 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
-63
Holders Change %
-2.43%
% of All Funds
40.41%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
1.09%
New
124
Increased
1,048
Reduced
1,007
Closed
136
Calls
$1.6B
Puts
$1.03B
Net Calls
+$568M
Net Calls Change
+$129M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$603M
2
Boston Partners
Boston Partners
Massachusetts
+$297M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$268M
4
BlackRock
BlackRock
New York
+$198M
5
Ameriprise
Ameriprise
Minnesota
+$169M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$680M
2
EWA
EP Wealth Advisors
California
-$306M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$297M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
2601
Horizon Bancorp
Indiana
– -$281K -3,900 Closed
DCM
2602
Deuterium Capital Management
Florida
– -$271K -3,773 Closed
MPW
2603
MA Private Wealth
California
– -$264K -3,674 Closed
GWA
2604
GGM Wealth Advisors
Maryland
– -$268K -3,669 Closed
Financial Engines Advisors
2605
Financial Engines Advisors
California
– -$247K -3,428 Closed
AA
2606
Advisory Alpha
Michigan
– -$245K -3,407 Closed
BHB
2607
Bank Hapoalim BM
Israel
– -$244K -3,391 Closed
MPCG
2608
Matrix Private Capital Group
New York
– -$241K -3,349 Closed
AFWM
2609
AMJ Financial Wealth Management
Virginia
– -$240K -3,338 Closed
RPA
2610
Rock Point Advisors
Vermont
– -$236K -3,285 Closed
SCM
2611
Suvretta Capital Management
New York
– -$236K -3,280 Closed
LRWA
2612
Long Run Wealth Advisors
New York
– -$233K -3,236 Closed
TW
2613
Towerpoint Wealth
California
– -$230K -3,193 Closed
T
2614
TNF
Montana
– -$237K -3,184 Closed
GAA
2615
Global Assets Advisory
Florida
– -$227K -3,157 Closed
SEIA
2616
Signature Estate & Investment Advisors
California
– -$227K -3,149 Closed
EWP
2617
Engrave Wealth Partners
Texas
– -$222K -3,076 Closed
SPI
2618
Santori & Peters Inc
Pennsylvania
– -$213K -2,964 Closed
WFAG
2619
Wescott Financial Advisory Group
Pennsylvania
– -$209K -2,906 Closed
IFU
2620
iSAM Funds (UK)
United Kingdom
– -$208K -2,890 Closed
HT
2621
Headlands Technologies
Illinois
– -$207K -2,878 Closed
E
2622
ETFidea
New York
– -$207K -2,872 Closed
CA
2623
Calton & Associates
Florida
– -$206K -2,865 Closed
CC
2624
Cadinha & Co
Hawaii
– -$204K -2,834 Closed
WHCI
2625
W.H. Cornerstone Investments
Massachusetts
– -$205K -2,833 Closed
103 104
105
106 107