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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 %
BFG
726
Bleakley Financial Group
New Jersey
$4.05M +$4.05M +56,225 New
RCM
727
Radnor Capital Management
Pennsylvania
$4.03M -$2.71K -35 -0.1%
BG
728
Bahl & Gaynor
Ohio
$4.02M -$17.4K -242 -0.4%
MNBTD
729
Moody National Bank Trust Division
Texas
$4.02M +$73.8K +1,026 +2%
LI
730
LMCG Investments
Massachusetts
$3.99M -$117K -1,628 -3%
SB
731
Simmons Bank
Arkansas
$3.96M -$126K -1,746 -3%
Loomis, Sayles & Company
732
Loomis, Sayles & Company
Massachusetts
$3.95M +$387K +5,378 +11%
BCM
733
BTC Capital Management
Iowa
$3.94M +$93.6K +1,301 +2%
LWCFA
734
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.93M -$17.5K -243 -0.4%
TPWA
735
TRUE Private Wealth Advisors
Oregon
$3.92M +$56.3K +782 +1%
MIC
736
Means Investment Company
Maine
$3.91M -$26.8K -372 -0.7%
BE
737
Bonness Enterprises
District of Columbia
$3.91M – – –
KF
738
Krilogy Financial
Missouri
$3.88M +$2.81M +39,046 +261%
SMI
739
Shelter Mutual Insurance
Missouri
$3.87M – – –
NGA
740
Naples Global Advisors
Florida
$3.87M +$18.2K +253 +0.5%
EFI
741
EHP Funds Inc
Canada
$3.86M +$647K +8,990 +20%
GIA
742
Gladstone Institutional Advisory
Florida
$3.82M -$1.49M -20,773 -28%
MAM
743
Meeder Asset Management
Ohio
$3.81M -$4.62M -64,245 -55%
CIC
744
Cornercap Investment Counsel
Georgia
$3.8M -$195K -2,717 -5%
HAIM
745
Hunter Associates Investment Management
Pennsylvania
$3.8M -$496K -6,884 -12%
MFG
746
Merit Financial Group
Georgia
$3.79M +$1.6M +22,285 +73%
FCA
747
FinTrust Capital Advisors
South Carolina
$3.77M -$837K -11,637 -18%
DCM
748
Dupont Capital Management
Delaware
$3.76M -$396K -5,507 -10%
AAM
749
Augustine Asset Management
Florida
$3.76M -$49.1K -682 -1%
BSB
750
Bangor Savings Bank
Maine
$3.74M -$675K -9,382 -15%
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