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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 %
Voloridge Investment Management
476
Voloridge Investment Management
Florida
$8.38M -$13.5M -194,105 -62%
LS
477
Livforsakringsbolaget Skandia
Sweden
$8.38M – – –
MCM
478
Marathon Capital Management
Maryland
$8.35M +$1.33M +19,228 +19%
CIC
479
Canal Insurance Company
South Carolina
$8.32M – – –
CIC
480
Carnegie Investment Counsel
Ohio
$8.3M +$711K +10,255 +9%
VPIM
481
Vanguard Personalized Indexing Management
California
$8.28M -$199K -2,866 -2%
ASN
482
Advisory Services Network
Georgia
$8.26M +$417K +6,012 +5%
CA
483
Cetera Advisors
Colorado
$8.19M -$320K -4,620 -4%
CB
484
Cadence Bank
Mississippi
$8.16M +$44.8K +647 +0.6%
RBC
485
Romano Brothers & Co
Illinois
$8.15M -$28.8K -416 -0.4%
ClearBridge Investments
486
ClearBridge Investments
New York
$8.09M -$188K -2,716 -2%
BIA
487
Biondo Investment Advisors
Pennsylvania
$8.06M +$35.3K +510 +0.4%
AAS
488
Annex Advisory Services
Wisconsin
$8.06M +$2.64M +38,158 +49%
WA
489
WealthTrust Axiom
Pennsylvania
$8.04M -$32.9K -474 -0.4%
BCV
490
Banque Cantonale Vaudoise
Switzerland
$8.02M +$599K +8,635 +8%
SW
491
SVB Wealth
Massachusetts
$7.95M -$608K -8,773 -7%
OSAM
492
O'Shaughnessy Asset Management
Connecticut
$7.94M -$7.35M -106,082 -48%
IIM
493
Intact Investment Management
Quebec, Canada
$7.94M -$5.16M -74,500 -39%
BRA
494
Biechele Royce Advisors
Indiana
$7.93M -$354K -5,109 -4%
PI
495
PGGM Investments
Netherlands
$7.91M -$2.38M -34,288 -23%
1IA
496
1834 Investment Advisors
Wisconsin
$7.86M +$371K +5,346 +5%
SAM
497
Silvercrest Asset Management
New York
$7.84M -$51.2K -739 -0.6%
MIG
498
McGuire Investment Group
Rhode Island
$7.84M -$374K -5,396 -5%
AWAG
499
ARS Wealth Advisors Group
Florida
$7.83M -$102K -1,476 -1%
FC
500
FORA Capital
Florida
$7.82M +$7.16M +103,336 +1,094%
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