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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,464 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,058 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.86%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,058
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$428M
3
Wells Fargo
Wells Fargo
California
+$174M
4
Barclays
Barclays
United Kingdom
+$134M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$127M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$284M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$277M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
951
Pensionfund Sabic
Netherlands
$2.05M – – –
GP
952
Girard Partners
Pennsylvania
$2.04M +$208K +3,253 +11%
MCAI
953
Members Capital Advisors Inc
Wisconsin
$2.03M – – –
BCA
954
Bay Colony Advisors
Massachusetts
$2.02M +$25.7K +402 +1%
BAM
955
Boyar Asset Management
New York
$2.02M -$8.51K -133 -0.4%
DGAM
956
Desjardins Global Asset Management
Quebec, Canada
$2M +$332K +5,189 +20%
GW
957
GW & Wade
Massachusetts
$2M +$56.2K +879 +3%
RC
958
Roundview Capital
New Jersey
$1.99M -$7.48K -117 -0.4%
LCM
959
Lazari Capital Management
California
$1.99M +$1.99M +31,126 New
RWP
960
RWA Wealth Partners
Massachusetts
$1.99M +$714K +11,167 +56%
LNB
961
Ledyard National Bank
$1.99M -$30.4K -475 -2%
VCM
962
Viewpoint Capital Management
Washington
$1.99M +$11.7K +183 +0.6%
FNBTCON
963
First National Bank & Trust Co of Newtown
Pennsylvania
$1.98M -$1.6K -25 -0.1%
MJRIC
964
Mogy Joel R Investment Counsel
California
$1.98M -$19.2K -300 -1%
HH
965
Hilltop Holdings
Texas
$1.97M +$487K +7,618 +33%
FHA
966
Flagship Harbor Advisors
Massachusetts
$1.95M -$129K -2,018 -6%
SCA
967
Sippican Capital Advisors
Massachusetts
$1.94M -$13K -203 -0.7%
EFMC
968
Empire Financial Management Company
New York
$1.94M +$1.62M +25,265 +501%
DWMS
969
Dominguez Wealth Management Solutions
Virginia
$1.94M +$65.9K +1,031 +4%
SLA
970
Silver Lake Advisory
Utah
$1.93M -$78.1K -1,222 -4%
IFWM
971
Institute for Wealth Management
Colorado
$1.92M -$22.5K -352 -1%
MCM
972
Mork Capital Management
California
$1.92M – – –
GSWM
973
Greenup Street Wealth Management
Michigan
$1.92M +$1.92M +29,988 New
NRG
974
Nemes Rush Group
Michigan
$1.92M +$1.92M +29,968 New
GLLW
975
Graves Light Lenhart Wealth
Virginia
$1.92M +$22.4K +350 +1%
37 38
39
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