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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 %
HCMT
601
Highland Capital Management (Tennessee)
Tennessee
$4.98M -$73.9K -1,155 -1%
FHB
602
First Hawaiian Bank
Hawaii
$4.97M +$602K +9,415 +14%
EAM
603
EdenTree Asset Management
United Kingdom
$4.95M +$4.95M +77,450 New
WA
604
Wasatch Advisors
Utah
$4.95M +$256K +4,000 +5%
EH
605
Equitable Holdings
New York
$4.93M +$117K +1,823 +2%
CCM
606
Canal Capital Management
Virginia
$4.93M +$125K +1,956 +3%
HAI
607
Hennessy Advisors Inc
California
$4.93M -$275K -4,300 -5%
Edgewood Management
608
Edgewood Management
Connecticut
$4.91M – – –
VIM
609
Vinva Investment Management
Australia
$4.89M +$230K +3,593 +5%
PI
610
Pettee Investors
Connecticut
$4.85M +$64K +1,000 +1%
KRSITF
611
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.82M -$15.3K -239 -0.3%
NSIM
612
North Star Investment Management
Illinois
$4.81M -$128K -1,995 -3%
CA
613
Clearstead Advisors
Ohio
$4.8M -$34.6K -541 -0.7%
TF
614
Talbot Financial
Washington
$4.78M +$517K +8,078 +12%
PSP
615
Principal Street Partners
Tennessee
$4.77M -$210K -3,290 -4%
EVM
616
Evelyn V. Moreno
$4.77M -$666K -10,415 -12%
TNBTD
617
Trustmark National Bank Trust Department
Mississippi
$4.73M -$302K -4,717 -6%
SAM
618
Sompo Asset Management
Japan
$4.72M +$428K +6,700 +10%
BFG
619
Bleakley Financial Group
New Jersey
$4.72M +$529K +8,274 +13%
SS
620
Simplicity Solutions
Minnesota
$4.7M +$502K +7,844 +12%
FFP
621
FourThought Financial Partners
Florida
$4.7M +$462K +7,223 +11%
SWS
622
SYSTM Wealth Solutions
Illinois
$4.67M -$1.54K -24 -0%
KCM
623
Kanawha Capital Management
Virginia
$4.66M +$81.9K +1,280 +2%
LDB
624
Lee, Danner & Bass
Tennessee
$4.65M -$148K -2,320 -3%
BFA
625
Benedict Financial Advisors
Georgia
$4.64M +$93.4K +1,461 +2%
23 24
25
26 27