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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 %
HEIP
551
Hudson Edge Investment Partners
New Jersey
$5.86M +$212K +3,322 +4%
MLICM
552
Metropolitan Life Insurance Company (MetLife)
New York
$5.85M -$227K -3,546 -4%
Assenagon Asset Management
553
Assenagon Asset Management
Luxembourg
$5.83M +$3.77K +59 +0.1%
GCM
554
Gibraltar Capital Management
Oklahoma
$5.82M +$108K +1,688 +2%
SC
555
Searle & Co
Connecticut
$5.79M -$6.97K -112 -0.1%
GWM
556
Geneos Wealth Management
Colorado
$5.74M +$754K +11,791 +15%
PCM
557
Poehling Capital Management
Wisconsin
$5.72M +$119K +1,311 +2%
T
558
TCWP
Ohio
$5.72M +$4.54M +70,925 +384%
Simplex Trading
559
Simplex Trading
Illinois
$5.71M +$5.71M +89,359 New
BWL
560
Bogart Wealth LLC
Virginia
$5.7M +$185K +2,898 +3%
TCM
561
Twin Capital Management
Pennsylvania
$5.68M +$302K +4,728 +6%
MGP
562
Metis Global Partners
California
$5.67M -$31.7K -496 -0.6%
AA
563
ALPS Advisors
Colorado
$5.66M -$156K -2,446 -3%
BFS
564
Bradley Foster & Sargent
Connecticut
$5.61M +$15.5K +243 +0.3%
MBTD
565
Mechanics Bank - Trust Department
California
$5.55M +$26.3K +411 +0.5%
YIH
566
Y-Intercept (HK)
Hong Kong
$5.54M +$5.54M +86,596 New
HR
567
Howe & Rusling
New York
$5.52M -$1.28K -20 -0%
ERIC
568
Eagle Rock Investment Company
Georgia
$5.52M -$107K -1,738 -2%
BCM
569
BTC Capital Management
Iowa
$5.48M +$89.6K +1,402 +2%
DIA
570
Dean Investment Associates
Ohio
$5.43M +$1.14M +17,777 +26%
ACM
571
Aquatic Capital Management
Illinois
$5.41M +$198K +3,100 +4%
FA
572
Financial Advantage
Maryland
$5.39M +$70.5K +1,103 +1%
ACP
573
Aviance Capital Partners
Florida
$5.39M +$343K +5,366 +7%
CL
574
Choreo LLC
Illinois
$5.39M -$154K -2,413 -3%
NB
575
NBT Bank
New York
$5.38M -$189K -2,952 -3%
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