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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 %
BJL
1076
Brighton Jones LLC
Washington
$1.61M +$105K +1,638 +7%
AIM
1077
Alhambra Investment Management
Florida
$1.61M +$6.08K +95 +0.4%
BFA
1078
Beaumont Financial Advisors
Massachusetts
$1.6M +$29.9K +467 +2%
SACTSONJ
1079
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.6M – – –
LTAS
1080
Linden Thomas Advisory Services
North Carolina
$1.6M +$46.6K +728 +3%
SWM
1081
Shelton Wealth Management
Texas
$1.6M +$448 +7 +0%
SEC
1082
Seven Eight Capital
New York
$1.6M +$980K +15,322 +159%
MGIA
1083
Moneta Group Investment Advisors
Missouri
$1.59M +$43.5K +680 +3%
UBV
1084
United Bank (Virginia)
Virginia
$1.59M -$434K -6,784 -21%
MAM
1085
Mastrapasqua Asset Management
Tennessee
$1.59M -$60.5K -946 -4%
AIP
1086
ARS Investment Partners
New York
$1.58M -$33K -516 -2%
SIG
1087
Sky Investment Group
Connecticut
$1.58M -$16K -250 -1%
BCP
1088
Berkeley Capital Partners
Georgia
$1.58M +$257K +4,016 +19%
Verition Fund Management
1089
Verition Fund Management
Connecticut
$1.58M +$1.58M +24,647 New
WANY
1090
Wealthspire Advisors (New York)
New York
$1.57M -$161K -2,522 -9%
CT
1091
Chicago Trust
Illinois
$1.57M -$126K -1,972 -7%
TAM
1092
Trust Asset Management
Texas
$1.57M – – –
CWM
1093
Compass Wealth Management
Connecticut
$1.57M -$32K -500 -2%
WCBA
1094
Weaver C. Barksdale & Associates
Tennessee
$1.57M -$108K -1,693 -6%
C
1095
Certuity
Florida
$1.57M -$704K -11,015 -31%
CCA
1096
Checchi Capital Advisers
California
$1.56M +$31K +485 +2%
LSA
1097
Lansing Street Advisors
Pennsylvania
$1.56M +$89.4K +1,398 +6%
CAM
1098
Covenant Asset Management
New Jersey
$1.56M -$14.1K -220 -0.9%
SC
1099
Schulhoff & Co
Ohio
$1.55M +$11.7K +183 +0.8%
IWM
1100
IHT Wealth Management
Illinois
$1.55M -$197K -3,083 -11%
42 43
44
45 46