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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,588 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 1,001 increasing their positions, 962 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+132
Holders Change %
+5.37%
% of All Funds
41.76%
Holding in Top 10
75
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-33.63%
% of All Funds
1.21%
New
263
Increased
1,001
Reduced
962
Closed
86
Calls
$2.26B
Puts
$1.82B
Net Calls
+$440M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$420M
2
AWA
Arete Wealth Advisors
Illinois
+$282M
3
Boston Partners
Boston Partners
Massachusetts
+$261M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$219M
5
Citadel Advisors
Citadel Advisors
Florida
+$206M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.76B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$776M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$629M
4
Franklin Resources
Franklin Resources
California
-$429M
5
Bank of America
Bank of America
North Carolina
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
1201
Harvest Investment Advisors
Florida
$1.52M +$1.52M +21,067 New
CAM
1202
Cypress Asset Management
Texas
$1.52M -$25.2K -350 -2%
PWMG
1203
Prestige Wealth Management Group
New Jersey
$1.51M -$331K -4,600 -18%
PAM
1204
Palisade Asset Management
Minnesota
$1.51M +$1.94K +27 +0.1%
DWP
1205
Daymark Wealth Partners
Ohio
$1.51M +$1.51M +20,945 New
CNC
1206
Citizens & Northern Corp
Pennsylvania
$1.5M +$3.17K +44 +0.2%
OIA
1207
Optimum Investment Advisors
Illinois
$1.49M -$102K -1,424 -6%
HCM
1208
Highlander Capital Management
New Jersey
$1.49M – – –
MBT
1209
Montecito Bank & Trust
California
$1.48M -$14.4K -200 -1%
BTI
1210
Blue Trust Inc
Georgia
$1.48M +$592K +8,333 +67%
FWM
1211
Forza Wealth Management
Florida
$1.48M +$1.48M +20,582 New
CFA
1212
Compass Financial Advisors
Indiana
$1.47M -$30K -417 -2%
BCP
1213
Berkeley Capital Partners
Georgia
$1.47M +$71.2K +989 +5%
WA
1214
Waverly Advisors
Alabama
$1.47M +$766K +10,651 +109%
WPC
1215
Waters Parkerson & Co
Louisiana
$1.47M – – –
CT
1216
Coastline Trust
Rhode Island
$1.46M -$7.2K -100 -0.5%
RBFC
1217
Roman Butler Fullerton & Co
Missouri
$1.46M -$4.05K -56 -0.3%
DAC
1218
Dividend Assets Capital
South Carolina
$1.46M – – –
CCMG
1219
Clark Capital Management Group
Pennsylvania
$1.46M -$260K -3,608 -15%
AIM
1220
Anchor Investment Management
South Carolina
$1.46M -$33.9K -471 -2%
LFM
1221
LGT Fund Management
Liechtenstein
$1.45M +$11.2K +156 +0.8%
PMG
1222
ProVise Management Group
Florida
$1.45M -$74.5K -1,036 -5%
AB
1223
Atlas Brown
Kentucky
$1.45M -$19.6K -273 -1%
MSS
1224
Mitchell Sinkler & Starr
Pennsylvania
$1.44M +$673K +9,360 +87%
PK
1225
Pflug Koory
Nebraska
$1.44M -$3.6K -50 -0.2%
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