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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 %
OPA
826
Old Port Advisors
Maine
$2.92M -$82.3K -1,175 -3%
AF
827
Advisornet Financial
Minnesota
$2.92M +$12.5K +180 +0.4%
BOC
828
Barbara Oil Co
Illinois
$2.91M – – –
PA
829
Profund Advisors
Maryland
$2.9M -$46.6K -672 -2%
HCM
830
Hudson Capital Management
New Jersey
$2.88M +$284K +4,096 +11%
MCP
831
Mirador Capital Partners
California
$2.87M -$106K -1,532 -4%
CCB
832
Country Club Bank
Missouri
$2.87M -$109K -1,604 -4%
SFO
833
Stokes Family Office
Louisiana
$2.86M -$22.2K -321 -0.8%
BPC
834
Banque Pictet & Cie
Switzerland
$2.86M – – –
MLM
835
Mount Lucas Management
Pennsylvania
$2.85M +$141K +2,034 +5%
HBT
836
Hills Bank & Trust
Iowa
$2.85M +$18.2K +262 +0.6%
SC
837
Savant Capital
Illinois
$2.85M -$196K -2,824 -6%
AOWM
838
Alpha Omega Wealth Management
Virginia
$2.84M -$33K -476 -1%
CCP
839
Clarkston Capital Partners
Michigan
$2.84M – – –
GIM
840
Guardian Investment Management
California
$2.84M +$360K +5,696 +15%
BI
841
Berkeley Inc
Idaho
$2.84M +$126K +1,812 +5%
TCWM
842
Total Clarity Wealth Management
Illinois
$2.82M +$52.1K +751 +2%
CSPAM
843
Cary Street Partners Asset Management
Virginia
$2.81M -$296K -4,265 -10%
MOS
844
MGO One Seven
Ohio
$2.81M +$1.06M +15,250 +60%
MFG
845
MidWestOne Financial Group
Iowa
$2.79M +$516K +7,441 +23%
SIG
846
Stonegate Investment Group
Alabama
$2.79M +$6.52K +94 +0.2%
FAM
847
Fred Alger Management
New York
$2.79M +$108K +1,555 +4%
HFM
848
Hartford Financial Management
Connecticut
$2.78M -$17.3K -249 -0.6%
CWP
849
Cyndeo Wealth Partners
Florida
$2.77M -$2.65M -38,240 -49%
IAA
850
Independent Advisor Alliance
North Carolina
$2.77M -$332K -4,786 -11%
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