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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 %
AWM
626
Apollon Wealth Management
South Carolina
$5.44M +$120K +1,670 +2%
WG
627
Welch Group
Alabama
$5.43M +$141K +1,964 +3%
LDB
628
Lee, Danner & Bass
Tennessee
$5.41M -$16.3K -226 -0.3%
WorldQuant Millennium Advisors
629
WorldQuant Millennium Advisors
New York
$5.4M +$5.4M +75,035 New
EWM
630
Evercore Wealth Management
New York
$5.39M +$276K +3,839 +5%
PI
631
Pettee Investors
Connecticut
$5.36M +$10.1K +140 +0.2%
LNWWM
632
Laird Norton Wetherby Wealth Management
California
$5.36M +$241K +3,353 +5%
ACM
633
Argyle Capital Management
Pennsylvania
$5.33M – – –
HSA
634
HBK Sorce Advisory
Pennsylvania
$5.32M +$2.9M +40,243 +119%
EH
635
Equitable Holdings
New York
$5.29M -$79K -1,098 -1%
LSA
636
L & S Advisors
California
$5.28M -$1.32M -18,339 -20%
O
637
Ossiam
France
$5.28M -$56K -778 -1%
V
638
Veritable
Delaware
$5.27M +$108K +1,499 +2%
HEIP
639
Hudson Edge Investment Partners
New Jersey
$5.26M +$24.5K +340 +0.5%
CCM
640
Canal Capital Management
Virginia
$5.26M +$210K +2,913 +4%
AIM
641
Avity Investment Management
Connecticut
$5.22M -$1.87M -26,050 -26%
HWAM
642
Hennion & Walsh Asset Management
New Jersey
$5.14M +$560K +7,781 +12%
KCM
643
Kanawha Capital Management
Virginia
$5.14M +$124K +1,722 +2%
CEI
644
Clark Estates Inc
New York
$5.12M – – –
JAG
645
Journey Advisory Group
Kentucky
$5.11M +$1.26M +17,497 +33%
RPC
646
Rossmore Private Capital
Connecticut
$5.09M +$72 +1 +0%
BCI
647
Brinker Capital Investments
Pennsylvania
$5.01M -$208K -2,886 -4%
GT
648
Greenleaf Trust
Michigan
$5M +$422K +5,870 +9%
CK
649
Cohen Klingenstein
New York
$4.99M – – –
EIA
650
Eastover Investment Advisors
North Carolina
$4.99M +$55.4K +770 +1%
24 25
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