BMY icon

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 %
TCA
476
Transcend Capital Advisors
New Jersey
$8.04M -$219K -3,431 -3%
GI
477
GAMCO Investors
Connecticut
$7.98M -$533K -8,337 -6%
MIM
478
Martin Investment Management
Florida
$7.93M -$237K -3,709 -3%
WIS
479
Wright Investors Service
Connecticut
$7.9M -$1.54M -24,006 -16%
CWM
480
Calamos Wealth Management
Illinois
$7.85M -$2.06M -32,212 -21%
CA
481
Cetera Advisors
Colorado
$7.72M +$164K +2,558 +2%
CIC
482
Canal Insurance Company
South Carolina
$7.67M – – –
CCM
483
Callodine Capital Management
Massachusetts
$7.67M +$2.24M +35,000 +41%
MCM
484
Marathon Capital Management
Maryland
$7.64M -$60.3K -943 -0.8%
SSB
485
Sandy Spring Bank
Maryland
$7.64M -$150K -2,350 -2%
BIA
486
Biondo Investment Advisors
Pennsylvania
$7.62M +$179K +2,799 +2%
CB
487
Cadence Bank
Mississippi
$7.58M +$58.2K +910 +0.8%
USCWA
488
U.S. Capital Wealth Advisors
Texas
$7.55M +$465K +7,269 +7%
FLPIM
489
F.L. Putnam Investment Management
Massachusetts
$7.51M -$2.03M -31,701 -21%
RBC
490
Romano Brothers & Co
Illinois
$7.45M -$89.3K -1,397 -1%
WA
491
WealthTrust Axiom
Pennsylvania
$7.4M -$14.2K -222 -0.2%
WBC
492
Westpac Banking Corp
Australia
$7.35M -$20.4M -318,663 -73%
AAS
493
Annex Advisory Services
Wisconsin
$7.34M -$96.9K -1,516 -1%
GAM
494
Griffin Asset Management
New York
$7.33M +$868K +13,566 +13%
SAM
495
Silvercrest Asset Management
New York
$7.24M +$767 +12 +0%
AWAG
496
ARS Wealth Advisors Group
Florida
$7.23M -$1.66K -26 -0%
TC
497
TownSquare Capital
Utah
$7.2M +$754K +11,796 +12%
ClearBridge Investments
498
ClearBridge Investments
New York
$7.16M -$307K -4,800 -4%
SIC
499
SFE Investment Counsel
California
$7.13M +$69.4K +1,085 +1%
VPIM
500
Vanguard Personalized Indexing Management
California
$7.11M -$527K -8,237 -7%
18 19
20
21 22