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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 %
IWM
1026
IHT Wealth Management
Illinois
$1.89M +$185K +2,663 +11%
WI
1027
Wahed Invest
New York
$1.89M -$13.4K -193 -0.7%
VT
1028
Vise Technologies
New York
$1.88M +$397K +5,724 +27%
WANY
1029
Wealthspire Advisors (New York)
New York
$1.88M -$305K -4,398 -14%
III
1030
Independent Investors Inc
New York
$1.87M – – –
PWMG
1031
Prestige Wealth Management Group
New Jersey
$1.87M +$417K +6,010 +29%
WIC
1032
Woodmont Investment Counsel
Tennessee
$1.87M -$1.73K -25 -0.1%
HI
1033
Harbour Investments
Wisconsin
$1.87M +$99.7K +1,438 +6%
YIA
1034
YHB Investment Advisors
Connecticut
$1.86M +$277 +4 +0%
MVA
1035
Mount Vernon Associates
Maryland
$1.86M -$38.1K -550 -2%
DLHL
1036
Donald L. Hagan LLC
Florida
$1.85M +$339K +4,890 +22%
HW
1037
Hancock Whitney
Mississippi
$1.85M +$93.2K +1,345 +5%
PFS
1038
Prospera Financial Services
Texas
$1.85M -$11.3K -163 -0.6%
AWC
1039
Abundance Wealth Counselors
Pennsylvania
$1.84M +$87.1K +1,256 +5%
DWM
1040
Dakota Wealth Management
Florida
$1.84M -$373K -5,375 -17%
CT
1041
Chicago Trust
Illinois
$1.84M -$10.1K -146 -0.5%
PWM
1042
Perigon Wealth Management
California
$1.84M -$36.7K -530 -2%
WWA
1043
WCG Wealth Advisors
Nevada
$1.84M +$59.2K +854 +3%
AWM
1044
Aries Wealth Management
Maine
$1.83M +$7.28K +105 +0.4%
BIAS
1045
Beacon Investment Advisory Services
New Jersey
$1.83M -$7.97K -115 -0.4%
RG
1046
Rathbones Group
United Kingdom
$1.83M -$6.65K -96 -0.4%
LIM
1047
Leavell Investment Management
Alabama
$1.83M -$168K -2,418 -8%
MCM
1048
Manchester Capital Management
Vermont
$1.83M +$55.2K +797 +3%
AP
1049
Americana Partners
Texas
$1.82M -$5.89K -85 -0.3%
FCCM
1050
First City Capital Management
Georgia
$1.82M -$801 -12 -0%
40 41
42
43 44