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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 %
WCBA
1051
Weaver C. Barksdale & Associates
Tennessee
$1.82M +$225K +3,252 +14%
TC
1052
Telemus Capital
Michigan
$1.82M +$57.5K +830 +3%
DGAM
1053
Desjardins Global Asset Management
Quebec, Canada
$1.81M +$431K +6,215 +31%
JIM
1054
Jensen Investment Management
Oregon
$1.8M – – –
AIA
1055
Affinity Investment Advisors
California
$1.8M -$1.15M -16,594 -39%
SC
1056
Stolper & Co
Oklahoma
$1.79M +$6.03K +87 +0.3%
CI
1057
Cigna Investments
Connecticut
$1.79M -$35.6K -513 -2%
TNB
1058
Thomasville National Bank
Georgia
$1.79M -$126K -1,812 -7%
CAAS
1059
Capital Asset Advisory Services
Michigan
$1.79M +$34.3K +495 +2%
MAM
1060
Mastrapasqua Asset Management
Tennessee
$1.79M +$8.66K +125 +0.5%
FMAEN1
1061
Fund Management at Engine No 1
California
$1.79M +$165K +2,381 +10%
MG
1062
Mather Group
Illinois
$1.79M +$1.1M +15,803 +159%
WP
1063
WealthSource Partners
California
$1.78M -$252K -3,641 -12%
HCM
1064
Howland Capital Management
Massachusetts
$1.77M -$35.3K -510 -2%
PP
1065
PDT Partners
New York
$1.77M +$1.77M +25,500 New
CCM
1066
Chilton Capital Management
Texas
$1.76M -$109K -1,570 -6%
RMAM
1067
Raab & Moskowitz Asset Management
New Jersey
$1.76M -$38.4K -554 -2%
GSB
1068
Greenfield Savings Bank
Massachusetts
$1.76M +$35.1K +507 +2%
SWM
1069
Spire Wealth Management
Virginia
$1.76M +$630K +9,092 +56%
DFA
1070
Delta Financial Advisors
Louisiana
$1.76M -$53.6K -773 -3%
QI
1071
Qtron Investments
Massachusetts
$1.76M – – –
MCM
1072
Monarch Capital Management
Indiana
$1.75M – – –
M
1073
Mirova
France
$1.75M -$1.41M -20,304 -45%
AA
1074
AlphaMark Advisors
Kentucky
$1.75M +$5.06K +73 +0.3%
KWA
1075
KCS Wealth Advisory
California
$1.75M +$54.9K +792 +3%
41 42
43
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