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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 %
FIM
726
Freedom Investment Management
Connecticut
$3.53M -$393K -6,142 -10%
MIC
727
Means Investment Company
Maine
$3.53M +$60K +938 +2%
TPWA
728
TRUE Private Wealth Advisors
Oregon
$3.53M +$74.5K +1,165 +2%
CWM
729
CMH Wealth Management
New Hampshire
$3.53M +$164K +2,569 +5%
IWC
730
Integrated Wealth Concepts
Massachusetts
$3.52M +$252K +3,939 +8%
BFEC
731
Benjamin F. Edwards & Company
Missouri
$3.52M +$227K +3,552 +7%
GFG
732
Greystone Financial Group
Michigan
$3.51M +$3.51M +54,916 New
DWP
733
Daymark Wealth Partners
Ohio
$3.51M +$2.15M +33,627 +159%
SAM
734
Synergy Asset Management
Washington
$3.5M +$3.5M +54,787 New
BIM
735
Baldwin Investment Management
Pennsylvania
$3.47M -$453K -7,082 -12%
BE
736
Bonness Enterprises
District of Columbia
$3.47M – – –
PFP
737
Pinnacle Financial Partners
Tennessee
$3.44M -$64.5K -1,009 -2%
SMI
738
Shelter Mutual Insurance
Missouri
$3.44M – – –
TRCT
739
Tower Research Capital (TRC)
New York
$3.44M +$1.24M +19,389 +56%
RB
740
Rodgers Brothers
Pennsylvania
$3.43M +$228K +3,565 +7%
FNBT
741
FineMark National Bank & Trust
Florida
$3.42M +$58.5K +915 +2%
TW
742
Transform Wealth
Colorado
$3.41M -$5.28M -82,515 -61%
RWA
743
Ropes Wealth Advisors
Massachusetts
$3.41M +$94.1K +1,471 +3%
FWM
744
Finer Wealth Management
Massachusetts
$3.4M +$68.2K +1,067 +2%
NLP
745
Next Level Private
New York
$3.38M +$95K +1,520 +3%
PAM
746
Peak Asset Management
Colorado
$3.37M +$272K +4,248 +9%
LWCFA
747
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.37M -$40.6K -635 -1%
GFS
748
GYL Financial Synergies
Connecticut
$3.37M +$2.63M +41,178 +358%
1832 Asset Management
749
1832 Asset Management
Ontario, Canada
$3.34M -$41.1K -642 -1%
BSW
750
Buckingham Strategic Wealth
Missouri
$3.34M +$130K +2,034 +4%
28 29
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