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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 %
PCM
2601
Pointe Capital Management
Michigan
– – -2,872 Closed
MAG
2602
Mayfair Advisory Group
Alabama
– – -2,870 Closed
OCM
2603
Orion Capital Management
California
– – -2,700 Closed
CCM
2604
Carderock Capital Management
Maryland
– – -1,975 Closed
FA
2605
Fortis Advisors
Pennsylvania
– – -1,962 Closed
UAML
2606
US Asset Management LLC
Pennsylvania
– – -1,866 Closed
CM
2607
Cornerstone Management
Georgia
– – -1,791 Closed
BG
2608
Bellevue Group
Switzerland
– – -1,496 Closed
RP
2609
Rowlandmiller & Partners
Georgia
– – -1,476 Closed
ST
2610
Sageworth Trust
Pennsylvania
– – -1,300 Closed
MIA
2611
Milestone Investment Advisors
Wisconsin
– – -1,268 Closed
SSC
2612
Syverson Strege & Co
Iowa
– – -1,062 Closed
LK
2613
Lumbard & Kellner
New Hampshire
– – -917 Closed
LFASL
2614
Lugano Financial Advisors SA (LFA)
Switzerland
– – -863 Closed
Baillie Gifford & Co
2615
Baillie Gifford & Co
United Kingdom
– – -531 Closed
GA
2616
GoalVest Advisory
New York
– – -418 Closed
JIR
2617
James Investment Research
Ohio
– – -390 Closed
CIA
2618
Cascade Investment Advisors
Oregon
– – -300 Closed
SC
2619
Schubert & Co
Texas
– – -267 Closed
CTB
2620
Country Trust Bank
Illinois
– – -240 Closed
SFFS
2621
Stonehage Fleming Financial Services
Jersey
– – -195 Closed
SC
2622
Sawyer & Company
Massachusetts
– – -165 Closed
FCA
2623
Fortis Capital Advisors
Kansas
– – -125 Closed
RTL
2624
Red Tortoise LLC
Georgia
– – -116 Closed
LFA
2625
Legend Financial Advisors
Pennsylvania
– – -33 Closed
102 103 104
105
106