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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 %
SGI
326
Summit Global Investments
Utah
$16.7M +$1.15M +17,946 +7%
CF
327
Cantor Fitzgerald
New York
$16.4M -$175K -2,739 -1%
TCM
328
Telos Capital Management
California
$16.3M +$559K +8,746 +4%
TB
329
Terril Brothers
Missouri
$16.3M -$94K -1,470 -0.6%
X
330
Xponance
Pennsylvania
$16.3M -$308K -4,816 -2%
DIA
331
Davidson Investment Advisors
Montana
$16.1M +$2.64M +41,270 +20%
CNB
332
Czech National Bank
Czech Republic
$15.9M -$113K -1,774 -0.7%
CWM
333
CIBC World Markets
New York
$15.7M +$4.98M +77,843 +46%
NAM
334
Nissay Asset Management
Japan
$15.7M -$655K -10,238 -4%
Fisher Asset Management
335
Fisher Asset Management
Washington
$15.7M +$2.62M +40,941 +20%
Brown Advisory
336
Brown Advisory
Maryland
$15.6M -$527K -8,248 -3%
CIBC World Market
337
CIBC World Market
Ontario, Canada
$15.6M +$6.47M +101,216 +71%
MGAM
338
McGowan Group Asset Management
Texas
$15.5M +$46.4K +726 +0.3%
CAM
339
ClariVest Asset Management
California
$15.4M -$2.86M -44,700 -16%
CGH
340
Crossmark Global Holdings
Texas
$15.3M +$1.37M +22,291 +10%
CAN
341
Cetera Advisor Networks
California
$15.1M +$8.12K +127 +0.1%
KAS
342
Kestra Advisory Services
Texas
$14.9M +$4.13M +64,536 +38%
NEI
343
Northwest & Ethical Investments
Ontario, Canada
$14.9M +$1.77M +27,670 +14%
OC
344
Oppenheimer & Co
New York
$14.8M -$176K -2,759 -1%
AAP
345
Aristotle Atlantic Partners
Florida
$14.8M +$3.65M +57,033 +33%
AL
346
Arnhold LLC
New York
$14.8M -$123K -1,926 -0.8%
DDPIC
347
Deroy & Devereaux Private Investment Counsel
Michigan
$14.8M -$500K -7,814 -3%
HNB
348
Huntington National Bank
Ohio
$14.7M +$115K +1,796 +0.8%
HF
349
HRT Financial
New York
$14.7M +$14.7M +229,452 New
NA
350
NewEdge Advisors
Louisiana
$14.7M -$26.5M -413,924 -64%
12 13
14
15 16