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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
+$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$428M
3
Wells Fargo
Wells Fargo
California
+$174M
4
Barclays
Barclays
United Kingdom
+$134M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$127M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$284M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$277M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
426
Gotham Asset Management
New York
$9.93M +$4.06M +63,449 +69%
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$9.85M -$199K -3,113 -2%
HIMC
428
Heritage Investors Management Corp
Maryland
$9.83M -$90.9K -1,421 -0.9%
BF
429
BOK Financial
Oklahoma
$9.83M -$1.51M -23,599 -13%
PCIG
430
Partners Capital Investment Group
Massachusetts
$9.83M -$4M -62,572 -29%
SPIA
431
Steward Partners Investment Advisory
New York
$9.72M +$141K +2,198 +1%
FCI
432
Financial Counselors Inc
Kansas
$9.72M -$211K -3,298 -2%
CIP
433
Chartwell Investment Partners
Pennsylvania
$9.68M -$3.2M -50,063 -25%
SIA
434
Sit Investment Associates
Minnesota
$9.57M +$448K +7,005 +5%
IMCOOI
435
Investment Management Corp of Ontario (IMCO)
Canada
$9.53M +$448K +7,000 +5%
HIMCH
436
Hartford Investment Management Co (HIMCO)
Connecticut
$9.5M -$2.03M -31,708 -18%
WC
437
Woodstock Corp
Massachusetts
$9.39M -$140K -2,197 -1%
GIM
438
Goelzer Investment Management
Indiana
$9.22M -$81.2K -1,270 -0.9%
JMFC
439
J.M. Forbes & Co
Massachusetts
$9.22M -$96.6K -1,510 -1%
UB
440
UMB Bank
Missouri
$9.14M -$236K -3,692 -3%
TCM
441
Tufton Capital Management
Maryland
$9.14M -$163K -2,548 -2%
Kovitz Investment Group Partners
442
Kovitz Investment Group Partners
Illinois
$9.13M -$1.24M -19,346 -12%
1IA
443
1834 Investment Advisors
Wisconsin
$9.1M +$1.84M +28,843 +25%
WI
444
Wintrust Investments
Illinois
$9.1M -$1.66M -25,911 -15%
SDIC
445
South Dakota Investment Council
South Dakota
$9.09M -$205K -3,200 -2%
BBA
446
Baader Bank Aktiengesellschaft
Germany
$8.88M -$7.99K -125 -0.1%
EAM
447
Eagle Asset Management
Florida
$8.8M +$701K +10,957 +9%
WJWM
448
Williams Jones Wealth Management
New York
$8.77M -$89.5K -1,400 -1%
SCM
449
Shelton Capital Management
Colorado
$8.76M -$2.1M -32,798 -19%
EI
450
Ethic Inc
New York
$8.75M +$983K +15,369 +13%
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