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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 %
OIA
801
OneDigital Investment Advisors
Kansas
$3.3M +$430K +5,983 +15%
TMAM
802
Tokio Marine Asset Management
Japan
$3.29M +$547K +7,600 +20%
HIM
803
Hotaling Investment Management
Pennsylvania
$3.29M +$1.9M +26,399 +136%
CRIG
804
Charter Research & Investment Group
Connecticut
$3.28M -$11.9K -165 -0.4%
PAS
805
Park Avenue Securities
New York
$3.28M +$628K +8,729 +24%
M
806
Mirova
France
$3.28M +$781K +10,854 +31%
SAM
807
Selway Asset Management
$3.26M -$42.1K -585 -1%
LBC
808
Lowe Brockenbrough & Co
Virginia
$3.25M – – –
CFGS
809
Concourse Financial Group Securities
Alabama
$3.24M +$110K +1,523 +3%
AUB
810
Atlantic Union Bankshares
Virginia
$3.24M -$146K -2,025 -4%
BFA
811
Bragg Financial Advisors
North Carolina
$3.24M -$51.2K -712 -2%
PCMK
812
Paragon Capital Management (Kansas)
Kansas
$3.23M -$13.4K -186 -0.4%
CSPAM
813
Cary Street Partners Asset Management
Virginia
$3.23M +$451K +6,266 +16%
BCM
814
Birmingham Capital Management
Alabama
$3.2M – – –
FP
815
Factorial Partners
New York
$3.19M +$1.47M +20,400 +85%
Koshinski Asset Management
816
Koshinski Asset Management
Illinois
$3.18M +$211K +2,930 +7%
AT
817
Arvest Trust
Oklahoma
$3.16M +$252K +3,497 +9%
NSEDCP
818
NJ State Employees Deferred Compensation Plan
New Jersey
$3.16M – – –
KCM
819
Kendall Capital Management
Maryland
$3.15M -$127K -1,771 -4%
ACA
820
Aptus Capital Advisors
Alabama
$3.15M +$232K +3,222 +8%
CC
821
Courier Capital
New York
$3.15M -$24.9K -346 -0.8%
QP
822
Quilter Plc
United Kingdom
$3.14M -$248K -3,443 -7%
P
823
Pitcairn
Pennsylvania
$3.14M +$193K +2,685 +7%
CCB
824
Country Club Bank
Missouri
$3.14M -$94.3K -1,310 -3%
SC
825
Savant Capital
Illinois
$3.13M +$1.01M +14,143 +47%
31 32
33
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