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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 %
AIM
851
Artemis Investment Management
United Kingdom
$2.59M -$95.3M -1,491,822 -97%
VAS
852
Vestmark Advisory Solutions
Massachusetts
$2.58M +$262K +4,090 +11%
EFS
853
Essex Financial Services
Connecticut
$2.58M -$221K -3,452 -8%
SIG
854
Stonegate Investment Group
Alabama
$2.58M -$128 -2 -0%
AUB
855
Atlantic Union Bankshares
Virginia
$2.58M -$348K -5,438 -12%
LB
856
Leo Brokerage
Texas
$2.57M +$1.01M +15,866 +65%
FAM
857
Fred Alger Management
New York
$2.57M – – –
BP
858
Ballentine Partners
Massachusetts
$2.57M +$534K +8,344 +26%
KWA
859
Kingswood Wealth Advisors
California
$2.57M +$2.57M +40,204 New
AG
860
AIA Group
Hong Kong
$2.55M +$607K +9,490 +31%
PGAM
861
Princeton Global Asset Management
New Jersey
$2.55M -$438K -6,850 -15%
AF
862
Arrow Financial
New York
$2.54M +$8.95K +140 +0.4%
NHC
863
Nicholas Hoffman & Company
Georgia
$2.54M -$4.8K -75 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
864
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.53M +$1.12M +17,443 +79%
IAA
865
Independent Advisor Alliance
North Carolina
$2.53M -$18.2K -284 -0.7%
EF
866
Empowered Funds
Pennsylvania
$2.53M +$612K +9,573 +32%
EST
867
EA Series Trust
Pennsylvania
$2.53M +$2.53M +39,579 New
SCM
868
Silvant Capital Management
Georgia
$2.53M +$142K +2,215 +6%
TCWM
869
Total Clarity Wealth Management
Illinois
$2.5M -$98.3K -1,537 -4%
OIM
870
Orca Investment Management
Oregon
$2.49M -$36.8K -575 -1%
HT
871
Heritage Trust
Oklahoma
$2.45M +$163K +2,542 +7%
BBI
872
Baxter Bros Inc
Connecticut
$2.45M -$17.5K -273 -0.7%
SC
873
Sepio Capital
Utah
$2.44M +$95.8K +1,486 +4%
IP
874
Intellectus Partners
California
$2.44M -$43.4K -679 -2%
ECM
875
Exchange Capital Management
Michigan
$2.41M -$33.1K -517 -1%
33 34
35
36 37