BMY icon

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 %
HT
951
Heritage Trust
Oklahoma
$2.38M +$277K +3,856 +13%
TCA
952
Trifecta Capital Advisors
Illinois
$2.38M +$2.38M +33,102 New
DFG
953
Delta Financial Group
New Jersey
$2.37M +$2.37M +32,676 New
OCM
954
Orleans Capital Management
Louisiana
$2.36M +$73K +1,015 +3%
ST
955
Spinnaker Trust
Maine
$2.36M +$26.6K +370 +1%
MFG
956
MidWestOne Financial Group
Iowa
$2.36M -$532K -7,398 -18%
CNAM
957
Campbell Newman Asset Management
Wisconsin
$2.36M – – –
BO
958
Bank OZK
Arkansas
$2.35M -$132K -1,832 -5%
AF
959
Allworth Financial
California
$2.34M +$406K +5,639 +21%
HA
960
Herold Advisors
New York
$2.33M +$182K +2,524 +8%
FHA
961
Flagship Harbor Advisors
Massachusetts
$2.33M +$24.1K +335 +1%
LCM
962
Legato Capital Management
California
$2.32M +$2.32M +32,254 New
RF
963
Robbins Farley
New Hampshire
$2.32M -$806K -11,208 -26%
UBV
964
United Bank (Virginia)
Virginia
$2.31M -$189K -2,624 -8%
BB
965
Berkshire Bank
Massachusetts
$2.31M -$416K -5,782 -15%
CIA
966
Choate Investment Advisors
Massachusetts
$2.31M -$89.5K -1,244 -4%
SFA
967
Sequoia Financial Advisors
Ohio
$2.3M +$820K +11,401 +55%
LBC
968
Lawrence B. Cohen
$2.3M +$204K +2,836 +10%
LNB
969
Ledyard National Bank
$2.3M -$12.1K -168 -0.5%
DWM
970
Dakota Wealth Management
Florida
$2.3M -$628K -8,734 -21%
LWA
971
Lineweaver Wealth Advisors
Ohio
$2.29M +$2.29M +31,865 New
LAM
972
Lakewood Asset Management
Illinois
$2.29M +$2.29M +31,796 New
OPW
973
Oxler Private Wealth
New York
$2.28M +$17.1K +237 +0.8%
MCAI
974
Members Capital Advisors Inc
Wisconsin
$2.28M – – –
SMC
975
Smith, Moore & Co
Missouri
$2.28M -$40K -556 -2%
37 38
39
40 41