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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 %
BB
1001
Berkshire Bank
Massachusetts
$1.99M -$238K -3,434 -11%
JWCA
1002
J.W. Cole Advisors
Florida
$1.99M +$47.5K +686 +2%
GP
1003
Girard Partners
Pennsylvania
$1.99M -$116K -1,674 -6%
BFO
1004
Boston Family Office
Massachusetts
$1.98M +$122K +1,756 +7%
PNC
1005
Park National Corp
Ohio
$1.98M +$11.5K +166 +0.6%
SSA
1006
South Street Advisors
New York
$1.98M – – –
PIA
1007
Petredis Investment Advisors
Pennsylvania
$1.98M +$20.8K +300 +1%
NIG
1008
NFJ Investment Group
Texas
$1.98M -$7.49K -108 -0.4%
DI
1009
DFPG Investments
Utah
$1.97M +$840K +12,124 +74%
Parallax Volatility Advisers
1010
Parallax Volatility Advisers
California
$1.97M +$1.97M +28,386 New
JAFL
1011
Jay A. Fishman Ltd
Michigan
$1.97M -$5.21M -75,120 -73%
CBC
1012
Coombe, Bender & Co
New York
$1.95M +$110K +1,580 +6%
DCM
1013
Dudley Capital Management
Virginia
$1.95M -$3.47K -50 -0.2%
QIM
1014
Quest Investment Management
Oregon
$1.95M – – –
PWA
1015
Providence Wealth Advisors
Illinois
$1.95M +$10.6K +153 +0.5%
CCIA
1016
Cherry Creek Investment Advisors
Colorado
$1.95M +$14.6K +210 +0.8%
PAM
1017
Pegasus Asset Management
New York
$1.95M +$16K +231 +0.8%
HIM
1018
Harbour Investment Management
Washington
$1.94M +$197K +2,845 +11%
HI
1019
Humankind Investments
New York
$1.94M +$164K +2,371 +9%
BRA
1020
Bender Robert & Associates
California
$1.93M -$4.16K -60 -0.2%
DWT
1021
Dorsey & Whitney Trust
South Dakota
$1.91M -$20.4K -294 -1%
HIC
1022
Holderness Investments Company
North Carolina
$1.91M +$69 +1 +0%
CCG
1023
Ceeto Capital Group
Florida
$1.91M +$34.7K +500 +2%
CCA
1024
Cobblestone Capital Advisors
New York
$1.9M +$427K +6,164 +29%
MCM
1025
McMillion Capital Management
North Carolina
$1.89M -$243K -3,506 -11%
39 40
41
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