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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 %
KFP
926
KMG Fiduciary Partners
Ohio
$2.27M +$98.7K +1,424 +5%
ST
927
Spinnaker Trust
Maine
$2.26M -$13.7K -198 -0.6%
CIA
928
Choate Investment Advisors
Massachusetts
$2.26M +$39.5K +570 +2%
TSWM
929
Triangle Securities Wealth Management
North Carolina
$2.25M -$173K -2,496 -7%
FHA
930
Flagship Harbor Advisors
Massachusetts
$2.25M +$6.45K +93 +0.3%
PWLP
931
Prio Wealth Limited Partnership
Massachusetts
$2.25M -$1.28M -18,444 -36%
TC
932
Truvestments Capital
Florida
$2.24M +$253K +3,644 +13%
CC
933
Cypress Capital
Tennessee
$2.24M +$59.5K +858 +3%
LAM
934
Lakewood Asset Management
Illinois
$2.23M +$25.3K +365 +1%
SMC
935
Smith, Moore & Co
Missouri
$2.23M +$29.9K +432 +1%
ET
936
Equitable Trust
Tennessee
$2.22M -$135K -1,953 -6%
PS
937
Pensionfund Sabic
Netherlands
$2.22M -$277K -4,000 -11%
OPW
938
Oxler Private Wealth
New York
$2.22M +$17.3K +249 +0.8%
BP
939
Ballentine Partners
Massachusetts
$2.21M -$297K -4,283 -12%
MCAI
940
Members Capital Advisors Inc
Wisconsin
$2.2M – – –
BAM
941
Boyar Asset Management
New York
$2.2M +$25.7K +371 +1%
PFA
942
Pathway Financial Advisers
Indiana
$2.2M +$139 +2 +0%
UBV
943
United Bank (Virginia)
Virginia
$2.19M -$37.3K -538 -2%
LNB
944
Ledyard National Bank
$2.19M -$26.3K -379 -1%
AWM
945
Ameliora Wealth Management
Switzerland
$2.19M -$244K -3,518 -10%
SLA
946
Silver Lake Advisory
Utah
$2.17M +$9.36K +135 +0.4%
BO
947
Bank OZK
Arkansas
$2.17M -$88.9K -1,282 -4%
RC
948
Roundview Capital
New Jersey
$2.17M -$3.88K -56 -0.2%
MAS
949
Meeder Advisory Services
Ohio
$2.17M +$18.7K +270 +0.9%
MJRIC
950
Mogy Joel R Investment Counsel
California
$2.16M +$69 +1 +0%
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