We are live on ! Find out more
BMY icon

Bristol-Myers Squibb

2,470 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 992 increasing their positions, 1,017 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.58B

0.31% less ownership

Funds ownership: 77.33%77.02% (-0.31%)

2% less repeat investments, than reductions

Existing positions increased: 992 | Existing positions reduced: 1,017

3% less funds holding

Funds holding: 2,5382,470 (-68)

8% less capital invested

Capital invested by funds: $126B → $116B (-$9.75B)

14% less funds holding in top 10

Funds holding in top 10: 132113 (-19)

27% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 134

Holders
2,470
Holders Change
-68
Holders Change %
-2.68%
% of All Funds
42.54%
Holding in Top 10
113
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.39%
% of All Funds
1.95%
New
98
Increased
992
Reduced
1,017
Closed
134
Calls
$1.98B
Puts
$1.58B
Net Calls
+$410M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
301
Davenport & Co
Virginia
$20.6M -$2.54M -34,952 -11%
DADC
302
D.A. Davidson & Co
Montana
$20.6M +$178K +2,458 +0.9%
LOAMS
303
Lombard Odier Asset Management (Switzerland)
Switzerland
$20.5M -$380K -5,237 -2%
Cerity Partners
304
Cerity Partners
New York
$20.5M -$261K -3,596 -1%
CIP
305
Chartwell Investment Partners
Pennsylvania
$20.2M +$99.8K +1,376 +0.5%
EAM
306
Erste Asset Management
Austria
$20.1M +$145K +1,999 +0.7%
CFB
307
Cullen/Frost Bankers
Texas
$20M +$1.11M +15,235 +6%
Arrowstreet Capital
308
Arrowstreet Capital
Massachusetts
$19.5M +$19.9M +274,395 New
NAM
309
Nissay Asset Management
Japan
$19.4M +$293K +4,045 +2%
TB
310
Terril Brothers
Missouri
$19.1M -$136K -1,879 -0.7%
Voloridge Investment Management
311
Voloridge Investment Management
Florida
$19.1M -$104M -1,431,291 -84%
PA
312
Pinnacle Associates
New York
$19.1M -$508K -7,007 -3%
WP
313
Woodline Partners
California
$19M -$42.2M -582,280 -68%
KCM
314
Kornitzer Capital Management
Kansas
$19M -$305K -4,205 -2%
Capital Fund Management (CFM)
315
Capital Fund Management (CFM)
France
$18.8M +$15.2M +209,468 +383%
GI
316
Gradient Investments
Minnesota
$18.7M +$1.56M +21,504 +9%
BPWM
317
Badgley Phelps Wealth Managers
Washington
$18.5M +$228K +3,148 +1%
CAM
318
Close Asset Management
United Kingdom
$18.4M +$422K +5,821 +2%
NGM
319
North Growth Management
British Columbia, Canada
$18.1M
CF
320
Cantor Fitzgerald
New York
$18.1M -$7.07M -97,508 -28%
HNB
321
Huntington National Bank
Ohio
$18M -$406K -5,594 -2%
KAS
322
Kestra Advisory Services
Texas
$17.7M +$4.66M +64,203 +35%
CNB
323
Czech National Bank
Czech Republic
$17.6M +$18M +248,211 New
GAM
324
Guinness Asset Management
United Kingdom
$17.6M -$349K -4,814 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
325
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.5M +$5.58M +76,900 +45%

BMY Hedge Fund Activity: Q3 2022 in Review

2,470 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2022, worth a combined $116B — down 7.7% from $126B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of BMY and 98 opened new positions — a net loss of 36 holders — while 1,017 trimmed existing stakes and 992 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 2,470 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2022, down from 2,538 in Q2 2022.
  • Funds reported $116B of Bristol-Myers Squibb stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 98 funds opened new Bristol-Myers Squibb positions in Q3 2022 and 134 closed out, a net change of -36 holders.
  • The largest Bristol-Myers Squibb buyer in Q3 2022 was Capital International Investors, an estimated $1.04B added.
  • The largest Bristol-Myers Squibb seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.