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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,588 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 1,001 increasing their positions, 962 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+132
Holders Change %
+5.37%
% of All Funds
41.76%
Holding in Top 10
75
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-33.63%
% of All Funds
1.21%
New
263
Increased
1,001
Reduced
962
Closed
86
Calls
$2.26B
Puts
$1.82B
Net Calls
+$440M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$420M
2
AWA
Arete Wealth Advisors
Illinois
+$282M
3
Boston Partners
Boston Partners
Massachusetts
+$261M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$219M
5
Citadel Advisors
Citadel Advisors
Florida
+$206M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.76B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$776M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$629M
4
Franklin Resources
Franklin Resources
California
-$429M
5
Bank of America
Bank of America
North Carolina
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
PT
926
Plimoth Trust
Massachusetts
$2.54M -$69.1K -961 -3%
MCC
927
Malaga Cove Capital
California
$2.53M -$17.3K -241 -0.7%
DF
928
Donoghue Forlines
Massachusetts
$2.53M +$1.45M +20,143 +134%
WB
929
Webster Bank
Connecticut
$2.53M -$24.1K -335 -0.9%
CA
930
Corrado Advisors
New Jersey
$2.52M +$40.4K +561 +2%
AWM
931
Ameliora Wealth Management
Switzerland
$2.52M +$662K +9,200 +36%
TSWM
932
Triangle Securities Wealth Management
North Carolina
$2.52M -$75.7K -1,052 -3%
IWC
933
Integrated Wealth Concepts
Massachusetts
$2.51M +$35.7K +496 +1%
LFAS
934
Level Four Advisory Services
Texas
$2.5M +$749K +10,409 +43%
LWP
935
LMG Wealth Partners
Louisiana
$2.49M +$2.49M +34,389 New
CWM
936
Concentric Wealth Management
California
$2.48M -$18.1K -252 -0.7%
CW
937
Connectus Wealth
Ohio
$2.46M -$3.13M -43,408 -56%
ET
938
Equitable Trust
Tennessee
$2.44M -$238K -3,308 -9%
LAIC
939
Lederer & Associates Investment Counsel
California
$2.44M -$39.7K -552 -2%
SBL
940
Sargent Bickham Lagudis
Colorado
$2.44M -$73.7K -1,024 -3%
CG
941
Caprock Group
Idaho
$2.43M +$29.4K +409 +1%
Luther King Capital Management (LKCM)
942
Luther King Capital Management (LKCM)
Texas
$2.42M +$99.4K +1,382 +4%
NAM
943
NTV Asset Management
West Virginia
$2.42M +$21.6K +300 +0.9%
CC
944
Chicago Capital
Illinois
$2.42M – – –
OTPPB
945
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.41M +$137K +1,907 +6%
PPWP
946
Proquility Private Wealth Partners
Nevada
$2.41M +$4.17K +58 +0.2%
VF
947
Virtu Financial
New York
$2.41M +$2.41M +33,496 New
CPO
948
Cerity Partners OCIO
New York
$2.4M +$102K +1,421 +4%
KS
949
Karpas Strategies
Connecticut
$2.39M +$576 +8 +0%
PP
950
Paloma Partners
Connecticut
$2.39M +$2.15M +29,866 +903%
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