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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 %
BAMF
451
BI Asset Management Fondsmaeglerselskab
Denmark
$8.71M -$1.06M -16,501 -11%
ACM
452
Advisors Capital Management
New Jersey
$8.65M -$3.9M -60,968 -31%
CA
453
Cullinan Associates
Kentucky
$8.59M -$1.88M -29,439 -18%
GCA
454
Greenwood Capital Associates
South Carolina
$8.57M +$54K +845 +0.6%
MCM
455
Mengis Capital Management
Oregon
$8.54M -$561K -8,775 -6%
CAM
456
Claret Asset Management
Quebec, Canada
$8.5M +$602K +9,417 +8%
CFLC
457
California First Leasing Corp
California
$8.49M – – –
ASN
458
Advisory Services Network
Georgia
$8.46M +$843K +13,183 +11%
SAM
459
Socorro Asset Management
Texas
$8.46M +$1.92M +30,000 +29%
TF
460
TIAA FSB
Florida
$8.45M +$20.1K +315 +0.2%
RT
461
Rockland Trust
Massachusetts
$8.44M +$538K +8,416 +7%
LI
462
LMCG Investments
Massachusetts
$8.39M +$4.93M +77,040 +142%
LSERS
463
Louisiana State Employees Retirement System
Louisiana
$8.31M -$524K -8,200 -6%
RJT
464
Raymond James Trust
Florida
$8.3M +$103K +1,611 +1%
MC
465
Muhlenkamp & Co
Pennsylvania
$8.29M +$8.29M +129,569 New
PCM
466
Parsons Capital Management
Rhode Island
$8.27M +$90.5K +1,415 +1%
V
467
Veritable
Delaware
$8.26M +$3.2M +49,997 +63%
ACIM
468
Azimuth Capital Investment Management
Michigan
$8.26M -$249K -3,895 -3%
KPWS
469
Kestra Private Wealth Services
Texas
$8.17M +$1.14M +17,761 +16%
AssetMark Inc
470
AssetMark Inc
California
$8.15M +$1.01M +15,722 +14%
AAIM
471
American Assets Investment Management
California
$8.12M – – –
JIC
472
Johnson Investment Counsel
Ohio
$8.11M +$98.6K +1,542 +1%
BCV
473
Banque Cantonale Vaudoise
Switzerland
$8.09M +$690K +10,784 +9%
JC
474
Jacobs & Co
California
$8.07M +$35.5K +555 +0.4%
ELC
475
Edgar Lomax Company
Virginia
$8.06M -$111K -1,743 -1%
17 18
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