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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 %
MSR
1176
Main Street Research
Connecticut
$1.46M -$93.6K -1,351 -6%
KIC
1177
Kensington Investment Counsel
California
$1.45M +$322K +4,639 +28%
RSWM
1178
Robertson Stephens Wealth Management
California
$1.45M -$74.4K -1,073 -5%
MCCP
1179
Mission Creek Capital Partners
California
$1.44M +$302K +4,359 +26%
FBC
1180
Fairfield, Bush & Co
Connecticut
$1.44M +$1.44M +20,835 New
FCB
1181
First County Bank
Connecticut
$1.44M -$1.28M -18,424 -47%
AIM
1182
Anchor Investment Management
South Carolina
$1.44M +$36.7K +530 +3%
PAM
1183
Palisade Asset Management
Minnesota
$1.44M -$12.8K -184 -0.9%
SAG
1184
Spotlight Asset Group
Illinois
$1.44M +$1.44M +19,880 New
MBT
1185
Montecito Bank & Trust
California
$1.43M +$2.7K +39 +0.2%
BCP
1186
Berkeley Capital Partners
Georgia
$1.43M +$12.5K +181 +0.9%
FFM
1187
Forum Financial Management
Illinois
$1.43M -$54.8K -791 -4%
OWM
1188
Opes Wealth Management
California
$1.43M +$52.1K +751 +4%
HCM
1189
Highlander Capital Management
New Jersey
$1.42M -$11.5K -166 -0.8%
CCMG
1190
Clark Capital Management Group
Pennsylvania
$1.42M +$13.9K +200 +1%
CCP
1191
Carmel Capital Partners
California
$1.42M +$84.7K +1,222 +6%
CAM
1192
Cypress Asset Management
Texas
$1.41M -$50.3K -725 -3%
BOH
1193
Bank of Hawaii
Hawaii
$1.41M -$118K -1,703 -8%
DWA
1194
Delos Wealth Advisors
Texas
$1.41M -$545K -7,858 -28%
AB
1195
Atlas Brown
Kentucky
$1.41M +$12.8K +184 +0.9%
WPC
1196
Waters Parkerson & Co
Louisiana
$1.41M -$5.89K -85 -0.4%
CT
1197
Coastline Trust
Rhode Island
$1.4M -$6.93K -100 -0.5%
NCM
1198
Neumann Capital Management
California
$1.4M +$34.7K +500 +3%
Squarepoint
1199
Squarepoint
New York
$1.39M -$58.5M -843,730 -98%
ACM
1200
Advent Capital Management
New York
$1.39M +$1.39M +20,000 New
46 47
48
49 50