BMY icon

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 %
EI
801
EDMP Inc
Florida
$2.9M -$12.7K -198 -0.4%
KA
802
Keene & Associates
Texas
$2.89M +$27.8K +435 +1%
KCM
803
Kendall Capital Management
Maryland
$2.89M +$17.6K +275 +0.6%
BI
804
Berkeley Inc
Idaho
$2.88M +$261K +4,084 +10%
TPCW
805
TD Private Client Wealth
New York
$2.88M +$168K +2,630 +6%
BCM
806
Birmingham Capital Management
Alabama
$2.86M +$9.91K +155 +0.3%
OIA
807
OneDigital Investment Advisors
Kansas
$2.85M -$396K -6,192 -12%
NSEDCP
808
NJ State Employees Deferred Compensation Plan
New Jersey
$2.81M – – –
IAN
809
Integrated Advisors Network
Texas
$2.81M -$3.55M -55,556 -56%
AF
810
Advisornet Financial
Minnesota
$2.8M +$113K +1,760 +4%
GF
811
Gries Financial
Ohio
$2.8M -$28.7K -448 -1%
TA
812
Townsend & Associates
Colorado
$2.8M -$16.1K -252 -0.6%
WAM
813
Wolverine Asset Management
Illinois
$2.79M -$656K -10,265 -19%
LCM
814
Legato Capital Management
California
$2.79M +$420K +6,568 +18%
PCMK
815
Paragon Capital Management (Kansas)
Kansas
$2.78M -$35.4K -553 -1%
MA
816
Mutual Advisors
Nebraska
$2.78M -$335K -5,236 -11%
JCM
817
Jacobi Capital Management
Pennsylvania
$2.77M -$159K -2,483 -5%
WS
818
Wedbush Securities
California
$2.77M -$208K -3,246 -7%
AT
819
Arvest Trust
Oklahoma
$2.76M -$195K -3,139 -7%
RCA
820
Resonant Capital Advisors
Wisconsin
$2.76M +$8.25K +129 +0.3%
NFC
821
Northeast Financial Consultants
Connecticut
$2.75M – – –
AWM
822
Ameliora Wealth Management
Switzerland
$2.75M +$731K +11,431 +36%
PA
823
Profund Advisors
Maryland
$2.74M +$59.2K +925 +2%
PVI
824
Pine Valley Investments
New Jersey
$2.74M +$2.31M +36,150 +544%
EP
825
Edgestream Partners
New Jersey
$2.73M -$2.9M -45,349 -52%
31 32
33
34 35