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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 %
WTFG
676
Wells Trecaso Financial Group
Ohio
$4.06M -$113K -1,762 -3%
HWM
677
HB Wealth Management
Georgia
$4.04M +$376K +5,879 +10%
GAAM
678
Guinness Atkinson Asset Management
California
$4.03M -$95.8K -1,498 -2%
TSS
679
Two Sigma Securities
New York
$4M +$3.05M +47,695 +322%
HAIM
680
Hunter Associates Investment Management
Pennsylvania
$3.96M +$218K +3,408 +6%
SSWM
681
Sheets Smith Wealth Management
North Carolina
$3.96M -$2.94K -46 -0.1%
MPI
682
Mairs & Power Inc
Minnesota
$3.95M -$1.04M -16,242 -21%
Loomis, Sayles & Company
683
Loomis, Sayles & Company
Massachusetts
$3.94M +$954K +14,919 +32%
Walleye Trading
684
Walleye Trading
New York
$3.93M +$3.93M +61,519 New
LNC
685
Lincoln National Corp
Pennsylvania
$3.86M +$226K +3,527 +6%
PA
686
Parallel Advisors
California
$3.84M -$260K -4,068 -6%
CEI
687
Clark Estates Inc
New York
$3.84M +$12.8K +200 +0.3%
HP
688
Highlander Partners
Texas
$3.84M – – –
AFG
689
American Financial Group
Ohio
$3.84M – – –
ZIG
690
Zurich Insurance Group
Switzerland
$3.82M – – –
AAM
691
AR Asset Management
California
$3.82M -$28.8K -450 -0.7%
GHAM
692
Gilman Hill Asset Management
Connecticut
$3.82M +$67.2K +1,051 +2%
VWM
693
Valley Wealth Managers
New Jersey
$3.82M -$90.5K -1,415 -2%
RAM
694
Roanoke Asset Management
New Jersey
$3.81M +$384 +6 +0%
UCMOK
695
United Capital Management of KS
Kansas
$3.81M +$46.5K +727 +1%
BC
696
Burney Company
Virginia
$3.79M +$3M +46,858 +376%
TBA
697
Tower Bridge Advisors
Pennsylvania
$3.79M -$1.99M -31,105 -34%
NGA
698
Naples Global Advisors
Florida
$3.78M +$204K +3,188 +6%
FCA
699
FinTrust Capital Advisors
South Carolina
$3.77M – – –
PI
700
PEAK6 Investments
Illinois
$3.77M +$3.35M +52,405 +807%
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