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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 %
RPWA
901
Regent Peak Wealth Advisors
Georgia
$2.4M +$466K +6,724 +24%
CWM
902
Concentric Wealth Management
California
$2.4M +$12.4K +179 +0.5%
TRCT
903
Tower Research Capital (TRC)
New York
$2.38M -$145K -2,098 -6%
TCOT
904
Trust Company of Toledo
Ohio
$2.37M -$46.8K -675 -2%
BCM
905
Brookstone Capital Management
Illinois
$2.37M -$96.5K -1,367 -4%
PFSC
906
Peoples Financial Services Corp
Pennsylvania
$2.35M -$89.2K -1,287 -4%
LAIC
907
Lederer & Associates Investment Counsel
California
$2.35M +$624 +9 +0%
WB
908
Webster Bank
Connecticut
$2.34M -$87.5K -1,263 -4%
TCA
909
Trifecta Capital Advisors
Illinois
$2.34M +$46.4K +670 +2%
LWA
910
Lineweaver Wealth Advisors
Ohio
$2.34M +$131K +1,889 +6%
RF
911
Robbins Farley
New Hampshire
$2.33M +$100K +1,449 +4%
First Manhattan
912
First Manhattan
New York
$2.33M -$270K -3,889 -10%
NAM
913
NTV Asset Management
West Virginia
$2.33M – – –
DAS
914
Dynamic Advisor Solutions
Arizona
$2.33M -$355K -5,124 -13%
CC
915
Chicago Capital
Illinois
$2.32M -$5.2K -75 -0.2%
SFA
916
Sequoia Financial Advisors
Ohio
$2.32M +$101K +1,454 +5%
AF
917
Allworth Financial
California
$2.31M +$56.3K +813 +3%
HA
918
Herold Advisors
New York
$2.31M +$64.2K +926 +3%
KS
919
Karpas Strategies
Connecticut
$2.3M +$693 +10 +0%
LBC
920
Lawrence B. Cohen
$2.3M +$82.1K +1,184 +4%
SWA
921
SFMG Wealth Advisors
Texas
$2.29M -$185K -2,664 -7%
IG
922
ING Group
Netherlands
$2.29M -$11.5M -166,261 -83%
STC
923
Sarah T. Connolly
$2.28M +$740K +10,675 +48%
OCM
924
Orleans Capital Management
Louisiana
$2.28M +$3.47K +50 +0.2%
CNAM
925
Campbell Newman Asset Management
Wisconsin
$2.28M – – –
35 36
37
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