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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 %
MFA
351
Mayflower Financial Advisors
Massachusetts
$14.9M -$85.8K -1,238 -0.6%
BRWA
352
B. Riley Wealth Advisors
Florida
$14.9M +$255K +3,684 +2%
AHB
353
Abner Herrman & Brock
New Jersey
$14.8M -$393K -5,673 -3%
CG
354
Colony Group
Massachusetts
$14.8M -$1.27M -18,318 -8%
BLAM
355
Bourne Lent Asset Management
New York
$14.6M -$41.6K -600 -0.3%
DIA
356
Davidson Investment Advisors
Montana
$14.6M +$1.43M +20,614 +11%
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$14.5M -$215K -3,109 -1%
CB
358
Community Bank
New York
$14.4M +$129K +1,862 +0.9%
PR
359
Payden & Rygel
California
$14.4M -$16.3M -235,320 -53%
MCM
360
McRae Capital Management
New Jersey
$14.4M +$8.32K +120 +0.1%
TWC
361
TD Waterhouse Canada
Ontario, Canada
$14.3M -$428K -5,673 -3%
NEI
362
Northwest & Ethical Investments
Ontario, Canada
$14.2M +$3.47M +50,014 +32%
NI
363
Nepsis Inc
Minnesota
$14.2M +$1.42M +20,492 +11%
Fisher Asset Management
364
Fisher Asset Management
Washington
$14.2M +$382K +5,512 +3%
ZCM
365
Ziegler Capital Management
Illinois
$14.1M -$123K -1,770 -0.9%
AWS
366
Atria Wealth Solutions
New York
$14M +$620K +8,947 +5%
SWP
367
Stratos Wealth Partners
Ohio
$14M -$543K -7,841 -4%
CIP
368
Chartwell Investment Partners
Pennsylvania
$14M +$410K +5,917 +3%
ACM
369
Advisors Capital Management
New Jersey
$13.6M +$780K +11,253 +6%
CM
370
Capital Management
Virginia
$13.5M +$2.51M +36,202 +23%
Rafferty Asset Management
371
Rafferty Asset Management
New York
$13.5M +$522K +7,532 +4%
SGA
372
Strategic Global Advisors
California
$13.4M -$1.16M -16,759 -8%
BCIM
373
British Columbia Investment Management
British Columbia, Canada
$13.2M +$41.6K +600 +0.3%
ECM
374
Evergreen Capital Management
Washington
$13.2M +$297K +4,281 +2%
FT
375
Fiduciary Trust
Massachusetts
$13.1M +$332K +4,790 +3%
13 14
15
16 17