BMY icon

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 %
WP
1101
WealthSource Partners
California
$1.55M -$97.1K -1,518 -6%
MCCP
1102
Mission Creek Capital Partners
California
$1.55M +$213K +3,326 +16%
BO
1103
Bank OZK
Arkansas
$1.54M -$458K -7,158 -23%
SCA
1104
St. Clair Advisors
Ohio
$1.54M +$44.3K +693 +3%
DBIA
1105
Dumont & Blake Investment Advisors
New Jersey
$1.54M -$4.86K -76 -0.3%
BA
1106
Bellwether Advisors
Nebraska
$1.54M -$4.35K -68 -0.3%
PFC
1107
Poplar Forest Capital
California
$1.53M – – –
PTP
1108
Platform Technology Partners
New York
$1.53M -$43.5K -693 -3%
MOS
1109
MGO One Seven
Ohio
$1.52M -$1.07M -16,666 -41%
BONH
1110
Bank of New Hampshire
New Hampshire
$1.52M -$7.67K -120 -0.5%
RCAG
1111
Rehmann Capital Advisory Group
Michigan
$1.52M +$89.7K +1,403 +6%
SF
1112
Slagle Financial
Illinois
$1.52M +$1.52M +23,710 New
KIC
1113
Kensington Investment Counsel
California
$1.51M +$175K +2,739 +13%
RMAM
1114
Raab & Moskowitz Asset Management
New Jersey
$1.51M -$120K -1,870 -7%
WGCA
1115
Wolf Group Capital Advisors
Virginia
$1.51M -$25.5K -395 -2%
FBC
1116
Fairfield, Bush & Co
Connecticut
$1.51M +$173K +2,700 +13%
DPIM
1117
Duff & Phelps Investment Management
Illinois
$1.5M +$19.2K +300 +1%
ECG
1118
Edge Capital Group
Georgia
$1.49M +$63.4K +992 +4%
IIL
1119
Insight Inv LLC
California
$1.49M +$17.6K +275 +1%
JWCA
1120
J.W. Coons Advisors
Ohio
$1.49M – – –
LBC
1121
Lawrence B. Cohen
$1.49M -$634K -9,913 -30%
MTC
1122
Matrix Trust Company
Colorado
$1.48M +$1.48M +23,193 New
SP
1123
Symmetry Partners
Connecticut
$1.48M – – –
SIA
1124
Schechter Investment Advisors
Michigan
$1.48M -$68.4K -1,070 -4%
IIM
1125
Ipswich Investment Management
Massachusetts
$1.48M – – –
43 44
45
46 47