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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,525 hedge funds and large institutions have $111B invested in Bristol-Myers Squibb in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,048 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
-63
Holders Change %
-2.43%
% of All Funds
40.41%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
1.09%
New
124
Increased
1,048
Reduced
1,007
Closed
136
Calls
$1.6B
Puts
$1.03B
Net Calls
+$568M
Net Calls Change
+$129M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$603M
2
Boston Partners
Boston Partners
Massachusetts
+$297M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$268M
4
BlackRock
BlackRock
New York
+$198M
5
Ameriprise
Ameriprise
Minnesota
+$169M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$680M
2
EWA
EP Wealth Advisors
California
-$306M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$297M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
626
Greenleaf Trust
Michigan
$5.02M +$210K +3,027 +4%
CAM
627
Cresset Asset Management
Illinois
$4.98M -$20.7M -298,605 -81%
VIM
628
Vinva Investment Management
Australia
$4.97M +$4.97M +72,805 New
LA
629
LVW Advisors
New York
$4.96M +$168K +2,430 +4%
KCM
630
Kanawha Capital Management
Virginia
$4.96M +$8.73K +126 +0.2%
CM
631
Capula Management
Cayman Islands
$4.95M -$10.7M -153,868 -68%
RPC
632
Rossmore Private Capital
Connecticut
$4.94M +$32.7K +472 +0.7%
BFA
633
Benedict Financial Advisors
Georgia
$4.93M +$136K +1,967 +3%
EIA
634
Eastover Investment Advisors
North Carolina
$4.9M +$93.9K +1,355 +2%
DFG
635
Demars Financial Group
Washington
$4.89M +$598K +8,628 +14%
DLCIG
636
D.L. Carlson Investment Group
New Hampshire
$4.88M -$426K -6,146 -8%
FIB
637
First Interstate Bank
Montana
$4.87M +$128K +1,850 +3%
LNWWM
638
Laird Norton Wetherby Wealth Management
California
$4.83M -$335K -4,836 -6%
VCM
639
Versant Capital Management
Arizona
$4.81M +$63.6K +918 +1%
CK
640
Cohen Klingenstein
New York
$4.81M – – –
O
641
Ossiam
France
$4.8M -$282K -4,075 -6%
SIC
642
Sigma Investment Counselors
Michigan
$4.79M +$7.97K +115 +0.2%
AIP
643
Ameritas Investment Partners
Nebraska
$4.78M +$21.6K +312 +0.5%
GCMG
644
Gyroscope Capital Management Group
Florida
$4.77M +$138K +1,997 +3%
FWCM
645
Ferguson Wellman Capital Management
Oregon
$4.76M -$742K -10,707 -13%
OIAM
646
OFI Invest Asset Management
France
$4.75M +$4.75M +329,222 New
FHB
647
First Hawaiian Bank
Hawaii
$4.73M -$46.4K -669 -1%
MPM
648
Meritage Portfolio Management
Kansas
$4.69M +$1.93M +27,776 +70%
AIS
649
AM Investment Strategies
Tennessee
$4.68M -$1.04K -15 -0%
DAM
650
Delta Asset Management
Tennessee
$4.67M +$207K +2,993 +5%
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