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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 %
LB
1126
Legacy Bridge
Iowa
$1.56M – – –
FWM
1127
Forza Wealth Management
Florida
$1.56M +$136K +1,967 +10%
TT
1128
TI-Trust
Illinois
$1.56M +$5.89K +85 +0.4%
CHC
1129
City Holding Co
West Virginia
$1.56M +$6.93K +100 +0.4%
WA
1130
Wealth Alliance
New York
$1.56M +$50.5K +728 +3%
ECG
1131
Edge Capital Group
Georgia
$1.55M +$1.32M +18,978 +564%
RCAG
1132
Rehmann Capital Advisory Group
Michigan
$1.55M +$172K +2,483 +13%
AWA
1133
Alta Wealth Advisors
Massachusetts
$1.54M -$469K -6,761 -23%
KFC
1134
Klingenstein Fields & Co
New York
$1.54M -$35.6K -513 -2%
CCG
1135
Chatham Capital Group
Georgia
$1.54M – – –
Connor, Clark & Lunn Investment Management (CC&L)
1136
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.54M -$32M -462,302 -95%
FUBT
1137
First United Bank & Trust
Maryland
$1.54M -$7.28K -105 -0.5%
BOSSRA
1138
B.O.S.S. Retirement Advisors
Utah
$1.52M +$9.57K +138 +0.6%
WWM
1139
Western Wealth Management
Colorado
$1.52M -$76.5K -1,104 -5%
SIM
1140
Sterling Investment Management
Arizona
$1.51M -$20.4K -295 -1%
PJSIMP
1141
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.51M -$39.9K -590 -3%
QCG
1142
Quadrant Capital Group
Ohio
$1.51M -$110K -1,582 -7%
HNWAG
1143
High Net Worth Advisory Group
Florida
$1.51M – – –
GIP
1144
Granite Investment Partners
California
$1.51M -$27.4K -395 -2%
BL
1145
Balentine LLC
Georgia
$1.51M -$1.89M -27,219 -56%
WAL
1146
W Advisors LLC
Tennessee
$1.5M +$2.43K +35 +0.2%
ESB
1147
Essex Savings Bank
Connecticut
$1.5M +$208 +3 +0%
AWA
1148
Arkadios Wealth Advisors
Georgia
$1.5M -$37.8K -545 -2%
NME
1149
Notis-McConarty Edward
$1.49M – – –
SLFPAM
1150
St. Louis Financial Planners Asset Management
Missouri
$1.49M +$1.49M +21,517 New
44 45
46
47 48