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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 %
ECM
676
EagleClaw Capital Management
Massachusetts
$4.7M +$7.2K +100 +0.2%
BFS
677
Bard Financial Services
Connecticut
$4.68M -$59.4K -825 -1%
HP
678
HealthInvest Partners
Sweden
$4.68M -$2.37M -33,000 -34%
AAS
679
Avantax Advisory Services
Texas
$4.67M +$458K +6,360 +11%
QT
680
Quantbot Technologies
New York
$4.65M +$4.65M +64,649 New
RFM
681
Royal Fund Management
Florida
$4.65M +$83.2K +1,156 +2%
WTFG
682
Wells Trecaso Financial Group
Ohio
$4.63M +$50.1K +696 +1%
DAM
683
Delta Asset Management
Tennessee
$4.63M +$1.01K +14 +0%
KWM
684
Kingsview Wealth Management
Oregon
$4.63M +$198K +2,745 +4%
IPW
685
Inlet Private Wealth
Florida
$4.59M – – –
Marshall Wace
686
Marshall Wace
United Kingdom
$4.58M +$4.58M +63,721 New
BIM
687
Baldwin Investment Management
Pennsylvania
$4.56M -$80.9K -1,125 -2%
WA
688
Wasatch Advisors
Utah
$4.56M -$288K -4,000 -6%
TIM
689
Thompson Investment Management
Wisconsin
$4.53M -$51.4K -714 -1%
FIM
690
Freedom Investment Management
Connecticut
$4.52M -$356K -4,941 -7%
WAOTB
691
Wealth Advisors of Tampa Bay
Florida
$4.52M +$54.3K +755 +1%
GLA
692
Great Lakes Advisors
Illinois
$4.52M +$4.04M +56,109 +835%
FAB
693
First American Bank
Illinois
$4.5M -$114K -1,584 -2%
OLA
694
Oliver Luxxe Assets
New Jersey
$4.49M +$65.5K +910 +1%
TF
695
Talbot Financial
Washington
$4.48M +$4.48M +62,299 New
DSC
696
Duncker Streett & Co
Missouri
$4.46M +$28.3K +394 +0.6%
DFG
697
Demars Financial Group
Washington
$4.46M -$304K -4,231 -6%
DIA
698
Dean Investment Associates
Ohio
$4.45M +$504K +7,002 +13%
AAM
699
Arabesque Asset Management
United Kingdom
$4.44M +$1.45M +20,212 +49%
SSWM
700
Sheets Smith Wealth Management
North Carolina
$4.44M +$18.7K +260 +0.4%
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