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Bristol-Myers Squibb

2,470 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 992 increasing their positions, 1,017 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.58B

0.31% less ownership

Funds ownership: 77.33%77.02% (-0.31%)

2% less repeat investments, than reductions

Existing positions increased: 992 | Existing positions reduced: 1,017

3% less funds holding

Funds holding: 2,5382,470 (-68)

8% less capital invested

Capital invested by funds: $126B → $116B (-$9.75B)

14% less funds holding in top 10

Funds holding in top 10: 132113 (-19)

27% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 134

Holders
2,470
Holders Change
-68
Holders Change %
-2.68%
% of All Funds
42.54%
Holding in Top 10
113
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.39%
% of All Funds
1.95%
New
98
Increased
992
Reduced
1,017
Closed
134
Calls
$1.98B
Puts
$1.58B
Net Calls
+$410M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$813M +$4.34M +59,791 +0.5%
Charles Schwab
27
Charles Schwab
California
$792M +$22.6M +311,466 +3%
UBS AM
28
UBS AM
Illinois
$727M +$12.3M +169,209 +2%
Boston Partners
29
Boston Partners
Massachusetts
$725M +$374M +5,161,226 +103%
LSV Asset Management
30
LSV Asset Management
Illinois
$705M -$4.12M -56,798 -0.6%
Fidelity International
31
Fidelity International
Bermuda
$694M -$103M -1,423,589 -13%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$683M -$24.5M -337,833 -3%
Swiss National Bank
33
Swiss National Bank
Switzerland
$656M -$16.6M -228,400 -2%
Franklin Resources
34
Franklin Resources
California
$620M -$245M -3,378,854 -28%
Amundi
35
Amundi
France
$520M +$139M +1,914,982 +36%
EVM
36
Eaton Vance Management
Massachusetts
$507M -$12.2M -167,889 -2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$503M -$4.41M -60,792 -0.9%
Caisse de Depot et Placement du Quebec (CDPQ)
38
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$487M +$112M +1,546,164 +29%
Wells Fargo
39
Wells Fargo
California
$464M -$22.2M -305,989 -4%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$433M -$617M -8,501,529 -58%
N
41
Natixis
France
$430M +$22.3M +307,361 +5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$423M -$1.55M -21,409 -0.4%
Citigroup
43
Citigroup
New York
$406M +$64.8M +893,704 +19%
American Century Companies
44
American Century Companies
Missouri
$395M +$66.1M +911,253 +20%
UBS Group
45
UBS Group
Switzerland
$388M -$31.1M -428,464 -7%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$370M -$13.6M -188,056 -3%
CS
47
Credit Suisse
Switzerland
$343M +$9.35M +128,943 +3%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$321M -$23.9M -329,397 -7%
Ensign Peak Advisors
49
Ensign Peak Advisors
Utah
$311M -$13.7M -188,768 -4%
Prudential Financial
50
Prudential Financial
New Jersey
$308M +$85.2M +1,174,490 +37%

BMY Hedge Fund Activity: Q3 2022 in Review

2,470 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2022, worth a combined $116B — down 7.7% from $126B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of BMY and 98 opened new positions — a net loss of 36 holders — while 1,017 trimmed existing stakes and 992 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 2,470 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2022, down from 2,538 in Q2 2022.
  • Funds reported $116B of Bristol-Myers Squibb stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 98 funds opened new Bristol-Myers Squibb positions in Q3 2022 and 134 closed out, a net change of -36 holders.
  • The largest Bristol-Myers Squibb buyer in Q3 2022 was Capital International Investors, an estimated $1.04B added.
  • The largest Bristol-Myers Squibb seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.