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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 %
AMBIA
876
Allen Mooney & Barnes Investment Advisors
Georgia
$2.56M -$106K -1,533 -4%
FAB
877
First American Bank
Illinois
$2.54M -$1.8M -25,906 -41%
AA
878
Ancora Advisors
Ohio
$2.54M -$67.8K -978 -3%
PCA
879
Providence Capital Advisors
North Carolina
$2.54M +$46.7K +674 +2%
SG
880
Stonnington Group
California
$2.53M -$169K -2,396 -6%
LA
881
Lifeworks Advisors
Michigan
$2.53M +$2.53M +36,552 New
CAM
882
Cacti Asset Management
Georgia
$2.53M +$34.7K +500 +1%
SC
883
Sepio Capital
Utah
$2.52M +$2.17M +31,375 +625%
EFM
884
Eley Financial Management
Vermont
$2.52M +$28.1K +405 +1%
VAS
885
Vestmark Advisory Solutions
Massachusetts
$2.51M +$51.7K +746 +2%
CA
886
Corrado Advisors
New Jersey
$2.5M +$71.8K +1,036 +3%
GFA
887
Gifford Fong Associates
California
$2.49M – – –
HT
888
Heritage Trust
Oklahoma
$2.48M +$185K +2,669 +8%
RWM
889
RKL Wealth Management
Pennsylvania
$2.48M -$13.4K -193 -0.5%
GI
890
GS Investments
Minnesota
$2.46M -$10.7K -155 -0.4%
C
891
Certuity
Florida
$2.46M -$6.1K -88 -0.2%
SAM
892
Smithbridge Asset Management
Pennsylvania
$2.45M +$2.91K +42 +0.1%
MCC
893
Malaga Cove Capital
California
$2.44M -$69 -1 -0%
BBA
894
BLB&B Advisors
Pennsylvania
$2.43M -$97.9K -1,413 -4%
HDIM
895
Hanson & Doremus Investment Management
Vermont
$2.43M -$158K -2,281 -6%
PT
896
Plimoth Trust
Massachusetts
$2.42M -$22.3K -322 -0.9%
OSNBOA
897
Old Second National Bank of Aurora
Illinois
$2.42M -$169K -2,433 -7%
LWP
898
LMG Wealth Partners
Louisiana
$2.41M +$25.9K +374 +1%
CHAM
899
Clear Harbor Asset Management
Connecticut
$2.41M +$510K +7,363 +27%
VFA
900
Valeo Financial Advisors
Indiana
$2.4M -$110K -2,434 -4%
34 35
36
37 38