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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,588 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 1,001 increasing their positions, 962 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+132
Holders Change %
+5.37%
% of All Funds
41.76%
Holding in Top 10
75
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-33.63%
% of All Funds
1.21%
New
263
Increased
1,001
Reduced
962
Closed
86
Calls
$2.26B
Puts
$1.82B
Net Calls
+$440M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$420M
2
AWA
Arete Wealth Advisors
Illinois
+$282M
3
Boston Partners
Boston Partners
Massachusetts
+$261M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$219M
5
Citadel Advisors
Citadel Advisors
Florida
+$206M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.76B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$776M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$629M
4
Franklin Resources
Franklin Resources
California
-$429M
5
Bank of America
Bank of America
North Carolina
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
601
Callodine Capital Management
Massachusetts
$5.76M -$6.12M -85,000 -52%
EIP
602
Epoch Investment Partners
New York
$5.75M -$33.5K -466 -0.6%
HCMT
603
Highland Capital Management (Tennessee)
Tennessee
$5.72M -$28.8K -400 -0.5%
BHWA
604
Beacon Harbor Wealth Advisors
Virginia
$5.72M +$5.72M +79,494 New
FWCM
605
Ferguson Wellman Capital Management
Oregon
$5.71M +$2.27M +31,571 +66%
MPI
606
Mairs & Power Inc
Minnesota
$5.69M -$41K -570 -0.7%
Lido Advisors
607
Lido Advisors
California
$5.68M +$391K +5,436 +7%
USAA
608
United Services Automobile Association
Texas
$5.66M -$238K -3,309 -4%
BWL
609
Bogart Wealth LLC
Virginia
$5.66M +$5.51M +76,547 +3,616%
RBA
610
Richard Bernstein Advisors
New York
$5.65M – – –
ACP
611
Aviance Capital Partners
Florida
$5.64M -$22.7K -315 -0.4%
CWP
612
Cyndeo Wealth Partners
Florida
$5.63M +$5.63M +78,223 New
AAS
613
Annex Advisory Services
Wisconsin
$5.62M +$83.8K +1,165 +2%
Edgewood Management
614
Edgewood Management
Connecticut
$5.61M – – –
RL
615
Ruffer LLP
United Kingdom
$5.55M -$18.9M -262,276 -77%
PVH
616
Psagot Value Holdings
Israel
$5.55M +$486K +6,759 +10%
LD
617
Lipe & Dalton
New York
$5.52M -$7.41K -103 -0.1%
IC
618
IEQ Capital
California
$5.51M +$827K +11,489 +18%
KRSITF
619
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.51M – – –
DLCIG
620
D.L. Carlson Investment Group
New Hampshire
$5.51M -$419K -5,822 -7%
EVM
621
Evelyn V. Moreno
$5.49M +$2.67M +37,116 +95%
NSIM
622
North Star Investment Management
Illinois
$5.46M +$4.61K +64 +0.1%
CA
623
Clearstead Advisors
Ohio
$5.45M +$358K +4,972 +7%
PSP
624
Principal Street Partners
Tennessee
$5.45M +$38.9K +540 +0.7%
HF
625
HRT Financial
New York
$5.44M +$5.44M +75,662 New
23 24
25
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