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Bristol-Myers Squibb

2,470 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 992 increasing their positions, 1,017 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.58B

0.31% less ownership

Funds ownership: 77.33%77.02% (-0.31%)

2% less repeat investments, than reductions

Existing positions increased: 992 | Existing positions reduced: 1,017

3% less funds holding

Funds holding: 2,5382,470 (-68)

8% less capital invested

Capital invested by funds: $126B → $116B (-$9.75B)

14% less funds holding in top 10

Funds holding in top 10: 132113 (-19)

27% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 134

Holders
2,470
Holders Change
-68
Holders Change %
-2.68%
% of All Funds
42.54%
Holding in Top 10
113
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.39%
% of All Funds
1.95%
New
98
Increased
992
Reduced
1,017
Closed
134
Calls
$1.98B
Puts
$1.58B
Net Calls
+$410M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$179M -$1.76M -24,266 -1%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$172M -$6.88M -94,810 -4%
Canada Life
78
Canada Life
Manitoba, Canada
$170M -$902K -12,439 -0.5%
US Bancorp
79
US Bancorp
Minnesota
$164M -$6.06M -83,581 -3%
Victory Capital Management
80
Victory Capital Management
Texas
$162M +$19.1M +262,761 +13%
Los Angeles Capital Management
81
Los Angeles Capital Management
California
$159M +$44M +606,788 +37%
Adage Capital Partners
82
Adage Capital Partners
Massachusetts
$158M +$89.1M +1,228,935 +123%
Pacer Advisors
83
Pacer Advisors
Pennsylvania
$155M +$18.2M +251,581 +13%
Axa
84
Axa
France
$152M +$54M +744,610 +54%
BGIM
85
Brandywine Global Investment Management
Pennsylvania
$148M -$12.4M -170,805 -8%
Korea Investment Corp
86
Korea Investment Corp
South Korea
$146M -$6.15M -84,718 -4%
Mitsubishi UFJ Trust & Banking
87
Mitsubishi UFJ Trust & Banking
Japan
$144M -$4.16M -57,369 -3%
IIM
88
INTECH Investment Management
Florida
$143M +$22.9M +315,484 +19%
AIM
89
Artemis Investment Management
United Kingdom
$142M +$3.01M +41,541 +2%
Swedbank
90
Swedbank
Sweden
$140M -$240K -3,304 -0.2%
Stifel Financial
91
Stifel Financial
Missouri
$138M +$10.6M +145,536 +8%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$136M +$7.62M +104,976 +6%
RPI
93
Railway Pension Investments
United Kingdom
$132M
DLA
94
Douglas Lane & Associates
New York
$131M -$2.81M -38,795 -2%
PAM
95
Panagora Asset Management
Massachusetts
$124M +$34.9M +481,189 +38%
Allianz Asset Management
96
Allianz Asset Management
Germany
$123M -$52.9M -728,826 -30%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$118M -$149K -2,056 -0.1%
LPL Financial
98
LPL Financial
California
$118M -$2.19M -30,252 -2%
Vontobel Holding
99
Vontobel Holding
Switzerland
$117M +$7.42M +102,316 +7%
AQR Capital Management
100
AQR Capital Management
Connecticut
$116M +$4.85M +66,803 +4%

BMY Hedge Fund Activity: Q3 2022 in Review

2,470 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2022, worth a combined $116B — down 7.7% from $126B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of BMY and 98 opened new positions — a net loss of 36 holders — while 1,017 trimmed existing stakes and 992 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 2,470 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2022, down from 2,538 in Q2 2022.
  • Funds reported $116B of Bristol-Myers Squibb stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 98 funds opened new Bristol-Myers Squibb positions in Q3 2022 and 134 closed out, a net change of -36 holders.
  • The largest Bristol-Myers Squibb buyer in Q3 2022 was Capital International Investors, an estimated $1.04B added.
  • The largest Bristol-Myers Squibb seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.