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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,523 hedge funds and large institutions have $126B invested in Bristol-Myers Squibb in 2022 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 960 increasing their positions, 1,060 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,523
Holders Change
+21
Holders Change %
+0.84%
% of All Funds
42.66%
Holding in Top 10
132
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+55.29%
% of All Funds
2.23%
New
152
Increased
960
Reduced
1,060
Closed
96
Calls
$2.58B
Puts
$1.98B
Net Calls
+$597M
Net Calls Change
+$206M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.42B
2
Capital International Investors
Capital International Investors
California
+$1.17B
3
Morgan Stanley
Morgan Stanley
New York
+$663M
4
N
Natixis
France
+$375M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$374M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$666M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$521M
3
Franklin Resources
Franklin Resources
California
-$294M
4
SOMRS
State of Michigan Retirement System
Michigan
-$247M
5
IFP
Independent Franchise Partners
United Kingdom
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPCM
601
Hunter Perkins Capital Management
Illinois
$6.15M -$3.75M -48,525 -38%
USAA
602
United Services Automobile Association
Texas
$6.15M +$6.15M +79,805 New
AAS
603
Annex Advisory Services
Wisconsin
$6.11M -$23.4K -304 -0.4%
KPWS
604
Kestra Private Wealth Services
Texas
$6.08M -$349K -4,535 -5%
NLGIA
605
Nippon Life Global Investors Americas
New York
$6.08M +$6.08M +78,970 New
CCM
606
Covington Capital Management
California
$6.01M -$789K -10,252 -12%
Edgewood Management
607
Edgewood Management
Connecticut
$6M – – –
HR
608
Howe & Rusling
New York
$5.99M +$91.9K +1,194 +2%
PSP
609
Principal Street Partners
Tennessee
$5.95M -$1.28M -16,581 -18%
LD
610
Lipe & Dalton
New York
$5.91M -$11.5K -149 -0.2%
LDB
611
Lee, Danner & Bass
Tennessee
$5.85M -$87.4K -1,135 -1%
NSIM
612
North Star Investment Management
Illinois
$5.84M -$539K -6,995 -8%
FNBOO
613
First National Bank of Omaha
Nebraska
$5.83M +$15.6K +203 +0.3%
MYIA
614
Mount Yale Investment Advisors
Colorado
$5.82M -$75.2K -977 -1%
EI
615
Ethic Inc
New York
$5.81M +$1.68M +21,758 +40%
PI
616
Pettee Investors
Connecticut
$5.8M -$13.1K -170 -0.2%
CW
617
Connectus Wealth
Ohio
$5.8M -$17.9K -232 -0.3%
EH
618
Equitable Holdings
New York
$5.78M -$10.7K -139 -0.2%
Lido Advisors
619
Lido Advisors
California
$5.76M +$622K +8,080 +12%
CA
620
Clearstead Advisors
Ohio
$5.76M -$16.5K -214 -0.3%
MCM
621
Marathon Capital Management
Maryland
$5.72M -$1.32M -17,110 -19%
ACM
622
Argyle Capital Management
Pennsylvania
$5.71M -$46.2K -600 -0.8%
KCM
623
Kanawha Capital Management
Virginia
$5.71M -$25.9K -336 -0.5%
SSG
624
Summit Securities Group
New York
$5.66M -$342K -4,441 -6%
WG
625
Welch Group
Alabama
$5.6M +$77.1K +1,001 +1%
23 24
25
26 27