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 %
MYIA
576
Mount Yale Investment Advisors
Colorado
$5.38M +$59.1K +924 +1%
WG
577
Welch Group
Alabama
$5.38M +$317K +4,955 +6%
API
578
Advisor Partners II
California
$5.36M +$113K +1,768 +2%
HPCM
579
Hunter Perkins Capital Management
Illinois
$5.36M +$3.37M +83,710 +170%
SWA
580
Stratos Wealth Advisors
Ohio
$5.33M -$8.38K -131 -0.2%
HTC
581
Haverford Trust Company
Pennsylvania
$5.3M -$93.2K -1,458 -2%
WAS
582
Wesleyan Assurance Society
United Kingdom
$5.27M – – –
SCP
583
Shorepoint Capital Partners
Massachusetts
$5.23M +$53K +829 +1%
NEAM
584
New England Asset Management
Connecticut
$5.21M – – –
AAM
585
Advisors Asset Management
Colorado
$5.2M -$652K -10,198 -11%
HTI
586
Hikari Tsushin Inc
Japan
$5.19M – – –
BCI
587
Brinker Capital Investments
Pennsylvania
$5.17M -$624K -9,755 -11%
OPS
588
Orion Portfolio Solutions
Nebraska
$5.17M -$624K -9,755 -11%
VLC
589
Van Leeuwen & Company
New Jersey
$5.15M -$166K -2,575 -3%
FC
590
FORA Capital
Florida
$5.15M -$2.06M -32,199 -29%
PP
591
Paloma Partners
Connecticut
$5.12M +$5.12M +80,115 New
SBH
592
Segall Bryant & Hamill
Illinois
$5.11M -$114K -1,785 -2%
BHWA
593
Beacon Harbor Wealth Advisors
Virginia
$5.09M +$150K +2,339 +3%
AWM
594
Apollon Wealth Management
South Carolina
$5.05M +$210K +3,284 +4%
KA
595
Kintegral Advisory
New York
$5.05M – – –
RBA
596
Richard Bernstein Advisors
New York
$5.02M – – –
CCM
597
Coldstream Capital Management
Washington
$5.02M +$335K +5,231 +7%
IC
598
IEQ Capital
California
$5.01M +$32.2K +503 +0.6%
RFM
599
Royal Fund Management
Florida
$5.01M +$236K +3,696 +5%
VFM
600
Viking Fund Management
North Dakota
$4.99M +$320K +5,000 +7%
22 23
24
25 26