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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 %
KCM
801
Kendall Capital Management
Maryland
$3.11M +$73.9K +1,066 +2%
ACM
802
Altrius Capital Management
North Carolina
$3.11M +$215K +3,108 +7%
KA
803
Keene & Associates
Texas
$3.1M +$104K +1,497 +3%
BCM
804
Birmingham Capital Management
Alabama
$3.09M +$8.66K +125 +0.3%
FM
805
Foster & Motley
Ohio
$3.08M +$918K +13,241 +42%
GF
806
Gries Financial
Ohio
$3.07M -$135K -1,949 -4%
PCMK
807
Paragon Capital Management (Kansas)
Kansas
$3.05M -$59.3K -856 -2%
NSEDCP
808
NJ State Employees Deferred Compensation Plan
New Jersey
$3.04M – – –
EFS
809
Essex Financial Services
Connecticut
$3.03M +$51.3K +740 +2%
DT
810
Diversified Trust
Tennessee
$3.02M +$877K +12,650 +41%
CNBTD
811
Citizens National Bank Trust Department
Mississippi
$3M -$5.2K -75 -0.2%
FB
812
Fulton Bank
Pennsylvania
$2.99M +$3.74K +54 +0.1%
1SB
813
1ST Source Bank
Indiana
$2.99M -$6.17K -89 -0.2%
RCA
814
Resonant Capital Advisors
Wisconsin
$2.98M -$15.7K -227 -0.5%
NFC
815
Northeast Financial Consultants
Connecticut
$2.98M -$5.2K -75 -0.2%
NERM
816
New England Research & Management
Illinois
$2.96M +$305K +4,400 +11%
PVH
817
Psagot Value Holdings
Israel
$2.95M -$2.26M -33,471 -43%
HKAM
818
Horizon Kinetics Asset Management
New York
$2.95M -$342K -4,937 -10%
PTC
819
Philadelphia Trust Company
Pennsylvania
$2.95M -$13.2K -190 -0.4%
TA
820
Townsend & Associates
Colorado
$2.94M +$1.16M +17,422 +65%
CC
821
Courier Capital
New York
$2.94M -$91.3K -1,317 -3%
SWM
822
SeaCrest Wealth Management
New York
$2.94M +$901 +13 +0%
AAM
823
Aureus Asset Management
Massachusetts
$2.94M +$4.3K +62 +0.1%
TPCW
824
TD Private Client Wealth
New York
$2.94M +$436K +6,293 +17%
GQG Partners
825
GQG Partners
Florida
$2.93M -$32.7M -471,183 -92%
31 32
33
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