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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,525 hedge funds and large institutions have $111B invested in Bristol-Myers Squibb in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,048 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
-63
Holders Change %
-2.43%
% of All Funds
40.41%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
1.09%
New
124
Increased
1,048
Reduced
1,007
Closed
136
Calls
$1.6B
Puts
$1.03B
Net Calls
+$568M
Net Calls Change
+$129M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$603M
2
Boston Partners
Boston Partners
Massachusetts
+$297M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$268M
4
BlackRock
BlackRock
New York
+$198M
5
Ameriprise
Ameriprise
Minnesota
+$169M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$680M
2
EWA
EP Wealth Advisors
California
-$306M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$297M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
751
Private Trust Company
Ohio
$3.49M +$90.6K +1,307 +3%
RB
752
Rodgers Brothers
Pennsylvania
$3.47M +$1.6M +23,050 +85%
SAM
753
Sectoral Asset Management
Quebec, Canada
$3.47M – – –
Koshinski Asset Management
754
Koshinski Asset Management
Illinois
$3.45M +$379K +5,471 +12%
HWM
755
Hohimer Wealth Management
Washington
$3.44M +$3.03M +43,676 +730%
CAM
756
Cubic Asset Management
Massachusetts
$3.44M -$29.8K -430 -0.9%
BWAM
757
Boyd Watterson Asset Management
Ohio
$3.43M – – –
SVWAG
758
Sound View Wealth Advisors Group
Georgia
$3.43M -$16.3K -235 -0.5%
GIA
759
Guyasuta Investment Advisors
Pennsylvania
$3.42M -$86.9K -1,254 -2%
WAP
760
Wealthcare Advisory Partners
Pennsylvania
$3.42M -$140K -2,026 -4%
EFI
761
EHP Funds Inc
Canada
$3.41M -$301K -4,350 -8%
SAM
762
Selway Asset Management
$3.41M +$277K +4,000 +9%
GIA
763
Gladstone Institutional Advisory
Florida
$3.41M -$267K -3,859 -7%
HPCM
764
Hunter Perkins Capital Management
Illinois
$3.41M +$199K +2,875 +6%
TFA
765
Transamerica Financial Advisors
Florida
$3.41M +$536K +7,738 +19%
VLKIM
766
Van Lanschot Kempen Investment Management
Netherlands
$3.39M +$189K +2,729 +6%
HI
767
Horizon Investments
North Carolina
$3.38M -$655K -9,532 -16%
KTM
768
Keeler Thomas Management
Utah
$3.38M +$3.38M +48,792 New
MM
769
Meridian Management
Arkansas
$3.38M +$842K +12,153 +33%
MA
770
Mutual Advisors
Nebraska
$3.37M +$825K +11,897 +32%
ATPW
771
Ashton Thomas Private Wealth
Arizona
$3.37M -$212K -3,065 -6%
MFAM
772
Motley Fool Asset Management
Virginia
$3.37M +$103K +1,486 +3%
PAM
773
Peak Asset Management
Colorado
$3.36M -$19.4K -280 -0.6%
PCIA
774
Prime Capital Investment Advisors
Kansas
$3.36M +$2.23M +32,194 +198%
SFG
775
SevenBridge Financial Group
Pennsylvania
$3.35M +$24.1K +347 +0.7%
29 30
31
32 33