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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,464 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, 1,058 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.86%
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
1,058
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$4.43B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.61B
3
Wells Fargo
Wells Fargo
California
$598M
4
Barclays
Barclays
United Kingdom
$394M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$157M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.86B
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$223M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
4
BlackRock
BlackRock
New York
$11B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.99B
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
276
Edmond de Rothschild Holding
Switzerland
$24.7M -$1.99M -31,136 -7%
CIBC Asset Management
277
CIBC Asset Management
Ontario, Canada
$24.4M -$361K -5,638 -1%
RRAM
278
River Road Asset Management
Kentucky
$24.3M -$1.32M -20,718 -5%
PDM
279
Penn Davis McFarland
Texas
$24.1M -$135K -2,110 -0.6%
TI
280
Trexquant Investment
Connecticut
$24.1M +$24.1M +377,322 New
GI
281
Gradient Investments
Minnesota
$23.8M +$2.93M +45,856 +14%
OAM
282
Oppenheimer Asset Management
New York
$23.6M +$399K +6,246 +2%
VanEck Associates
283
VanEck Associates
New York
$23.5M +$1.74M +27,244 +8%
DIA
284
Dana Investment Advisors
Wisconsin
$23.5M +$295K +4,617 +1%
COPPSERS
285
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.4M +$381K +5,958 +2%
URS
286
Utah Retirement Systems
Utah
$23.1M -$1.18M -18,500 -5%
CIS
287
Capital International Sarl
California
$23M +$4.5M +70,357 +24%
JGUA
288
John G. Ullman & Associates
New York
$23M -$500K -7,818 -2%
CM
289
Caption Management
Oklahoma
$22.3M +$5.83M +91,200 +35%
Creative Planning
290
Creative Planning
Kansas
$22M +$1.16M +18,214 +6%
BS
291
Banco Santander
Spain
$21.9M +$18.6M +290,577 +562%
IGAM
292
iA Global Asset Management
Quebec, Canada
$21.9M +$21.9M +341,697 New
ProShare Advisors
293
ProShare Advisors
Maryland
$21.7M +$262K +4,094 +1%
NYLIM
294
New York Life Investment Management
New York
$21.7M -$151K -2,358 -0.7%
Public Employees Retirement Association of Colorado
295
Public Employees Retirement Association of Colorado
Colorado
$21.5M -$730K -11,415 -3%
SF
296
Synovus Financial
Georgia
$21.2M +$243K +3,792 +1%
CGIM
297
Capital Group Investment Management
Singapore
$21M +$3.81M +59,542 +22%
SYBT
298
Stock Yards Bank & Trust
Kentucky
$21M +$219K +3,426 +1%
CFB
299
Cullen/Frost Bankers
Texas
$20.9M -$266K -4,166 -1%
MOACM
300
Mutual of America Capital Management
New York
$20.3M -$157K -2,452 -0.8%
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