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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 %
VWM
701
Valley Wealth Managers
New Jersey
$4.42M -$48.4K -673 -1%
NL
702
NWAM LLC
Washington
$4.39M +$3.05M +42,402 +227%
YIH
703
Y-Intercept (HK)
Hong Kong
$4.37M +$4.37M +60,782 New
IHL
704
Investment House LLC
California
$4.35M -$309K -4,290 -7%
AAM
705
AR Asset Management
California
$4.33M – – –
AFG
706
American Financial Group
Ohio
$4.32M – – –
HP
707
Highlander Partners
Texas
$4.32M – – –
ZIG
708
Zurich Insurance Group
Switzerland
$4.3M – – –
RAM
709
Roanoke Asset Management
New Jersey
$4.29M -$213K -2,960 -5%
HWM
710
HB Wealth Management
Georgia
$4.25M +$582K +8,089 +16%
JFG
711
Jefferies Financial Group
New York
$4.25M +$4.25M +59,000 New
BBWA
712
Bell & Brown Wealth Advisors
California
$4.23M -$17.6K -245 -0.4%
HI
713
Horizon Investments
North Carolina
$4.19M -$2.71M -37,907 -39%
CM
714
Churchill Management
California
$4.18M -$122K -1,695 -3%
SCA
715
Sage Capital Advisors
South Dakota
$4.18M +$512K +7,112 +14%
UCMOK
716
United Capital Management of KS
Kansas
$4.17M -$128K -1,783 -3%
BCM
717
Beddow Capital Management
Wyoming
$4.16M -$12.6K -175 -0.3%
VVP
718
Venture Visionary Partners
Ohio
$4.16M +$58.4K +811 +1%
EF
719
Empirical Finance
Pennsylvania
$4.15M +$316K +4,392 +8%
SFI
720
Siemens Fonds Invest
Germany
$4.15M -$247K -3,428 -6%
AWM
721
Avitas Wealth Management
California
$4.14M -$42.4K -589 -1%
GHAM
722
Gilman Hill Asset Management
Connecticut
$4.1M +$161K +2,242 +4%
MCM
723
Mill Capital Management
North Carolina
$4.09M – – –
JWBC
724
J.W. Burns & Co
New York
$4.09M -$36.8K -511 -0.9%
SWS
725
SYSTM Wealth Solutions
Illinois
$4.06M +$4.06M +56,442 New
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