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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 %
MSRPS
401
Maryland State Retirement & Pension System
Maryland
$11.7M +$75.9K +1,095 +0.7%
KAS
402
Kestra Advisory Services
Texas
$11.7M -$3.54M -51,025 -23%
CWM
403
CIBC World Markets
New York
$11.7M -$9.29M -134,100 -44%
WI
404
Wintrust Investments
Illinois
$11.7M +$1.88M +27,173 +19%
KRS
405
Kentucky Retirement Systems
Kentucky
$11.7M +$16.2K +233 +0.1%
BG
406
Bollard Group
Massachusetts
$11.6M +$61.5K +887 +0.5%
EMPI
407
Elo Mutual Pension Insurance
Finland
$11.4M -$74.7K -1,078 -0.7%
CA
408
Cullinan Associates
Kentucky
$11.4M +$2.64M +38,134 +30%
WF
409
Welch & Forbes
Massachusetts
$11.3M -$348K -5,015 -3%
CIC
410
Cutler Investment Counsel
Oregon
$11.3M +$58.2K +840 +0.5%
Kovitz Investment Group Partners
411
Kovitz Investment Group Partners
Illinois
$11.2M -$645K -9,311 -5%
TIP
412
Torray Investment Partners
Maryland
$11.2M – – –
IMOV
413
Investment Management of Virginia
Virginia
$11.1M -$119K -1,720 -1%
SCA
414
Stonebridge Capital Advisors
Minnesota
$11M -$17.5K -253 -0.2%
NAM
415
NorthCrest Asset Manangement
Minnesota
$11M +$2.43M +35,074 +28%
NRS
416
Neville Rodie & Shaw
New York
$10.9M +$170K +2,458 +2%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$10.9M +$59K +851 +0.5%
FVCM
418
F&V Capital Management
Florida
$10.9M +$468K +6,755 +4%
CI Investments Inc
419
CI Investments Inc
Ontario, Canada
$10.8M -$336K -4,842 -3%
Bank of Nova Scotia
420
Bank of Nova Scotia
Ontario, Canada
$10.8M -$3.42M -49,369 -24%
BAM
421
Belpointe Asset Management
Nevada
$10.8M +$349K +5,030 +3%
FCI
422
Financial Counselors Inc
Kansas
$10.8M -$20.7K -298 -0.2%
HIMC
423
Heritage Investors Management Corp
Maryland
$10.8M -$35.6K -514 -0.3%
CWM
424
Calamos Wealth Management
Illinois
$10.7M -$1.48M -21,344 -12%
AI
425
Atria Investments
North Carolina
$10.6M +$1.38M +19,862 +15%
15 16
17
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