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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 %
AAS
626
Avantax Advisory Services
Texas
$4.59M -$175K -2,733 -4%
O
627
Ossiam
France
$4.55M +$112K +1,758 +3%
EIA
628
Eastover Investment Advisors
North Carolina
$4.54M +$19.9K +311 +0.4%
GCMG
629
Gyroscope Capital Management Group
Florida
$4.54M +$144K +2,258 +3%
CM
630
Capula Management
Cayman Islands
$4.52M -$53.8K -842 -1%
EWM
631
Evercore Wealth Management
New York
$4.51M -$147K -2,302 -3%
DAM
632
Delta Asset Management
Tennessee
$4.5M +$196K +3,072 +5%
DFG
633
Demars Financial Group
Washington
$4.49M -$22.2K -347 -0.5%
TIM
634
Thompson Investment Management
Wisconsin
$4.47M +$171K +2,679 +4%
DLCIG
635
D.L. Carlson Investment Group
New Hampshire
$4.47M -$29.5K -462 -0.7%
CA
636
Callahan Advisors
Texas
$4.47M -$1.6M -25,034 -26%
MPM
637
Meritage Portfolio Management
Kansas
$4.47M +$136K +2,126 +3%
Wolverine Trading
638
Wolverine Trading
Illinois
$4.46M +$4.46M +69,746 New
RIL
639
Rothschild Investment LLC
Illinois
$4.45M +$184K +2,883 +4%
VCM
640
Versant Capital Management
Arizona
$4.44M +$1.73K +27 +0%
CK
641
Cohen Klingenstein
New York
$4.44M – – –
RPC
642
Rossmore Private Capital
Connecticut
$4.43M -$128K -2,001 -3%
FIB
643
First Interstate Bank
Montana
$4.42M -$78.4K -1,226 -2%
VVP
644
Venture Visionary Partners
Ohio
$4.41M +$638K +9,984 +17%
SIC
645
Sigma Investment Counselors
Michigan
$4.4M -$20.4K -319 -0.5%
HWAM
646
Hennion & Walsh Asset Management
New Jersey
$4.39M +$170K +2,660 +4%
KIA
647
KCM Investment Advisors
California
$4.38M -$1.32M -20,656 -23%
Kayne Anderson Rudnick Investment Management
648
Kayne Anderson Rudnick Investment Management
California
$4.38M -$1.65M -25,775 -27%
EF
649
Empirical Finance
Pennsylvania
$4.37M +$487K +7,615 +13%
ACM
650
Argyle Capital Management
Pennsylvania
$4.36M -$350K -5,475 -7%
24 25
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