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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 %
BBHC
501
Brown Brothers Harriman & Co
New York
$7.8M -$266K -3,836 -3%
SC
502
Scotia Capital
Ontario, Canada
$7.79M +$617K +8,900 +9%
AssetMark Inc
503
AssetMark Inc
California
$7.75M +$1.82M +26,270 +31%
AIM
504
Arcadia Investment Management
Michigan
$7.73M +$727K +10,490 +10%
WT
505
Whittier Trust
California
$7.72M +$96.5K +1,392 +1%
USCWA
506
U.S. Capital Wealth Advisors
Texas
$7.68M +$198K +2,852 +3%
GH
507
GAM Holding
Switzerland
$7.66M +$77.5K +1,118 +1%
LG
508
LaFleur & Godfrey
Michigan
$7.66M -$6.17K -89 -0.1%
GIM
509
Grassi Investment Management
California
$7.64M +$118K +1,700 +2%
TCOV
510
Trust Company of Vermont
Vermont
$7.62M +$194K +2,794 +3%
KPWS
511
Kestra Private Wealth Services
Texas
$7.62M +$1.22M +17,656 +19%
CCG
512
Cypress Capital Group
Florida
$7.58M -$580K -8,367 -7%
SIC
513
Salem Investment Counselors
North Carolina
$7.55M +$743K +10,714 +11%
SIC
514
SFE Investment Counsel
California
$7.52M +$258K +3,795 +4%
GT
515
Glenview Trust
Kentucky
$7.51M -$34K -490 -0.5%
OAM
516
Ostrum Asset Management
France
$7.46M +$7.46M +107,570 New
H
517
HoyleCohen
California
$7.45M -$7.83K -113 -0.1%
SI
518
Stephens Inc
Arkansas
$7.45M -$3.83M -55,235 -34%
S
519
SignatureFD
Georgia
$7.4M +$4.13M +59,528 +126%
LCOV
520
London Company of Virginia
Virginia
$7.38M -$409K -5,897 -5%
AG
521
Advocate Group
Minnesota
$7.37M +$92.4K +1,333 +1%
MC
522
Moors & Cabot
Massachusetts
$7.35M +$129K +1,855 +2%
PP
523
Patten & Patten
Tennessee
$7.35M +$21.7K +313 +0.3%
SWM
524
Stockman Wealth Management
Montana
$7.33M +$95.2K +1,374 +1%
CSPIA
525
Cary Street Partners Investment Advisory
Virginia
$7.29M +$178K +2,562 +2%
19 20
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