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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 %
RWP
1201
RWA Wealth Partners
Massachusetts
$1.38M +$60.6K +874 +5%
JIP
1202
Jaffetilchin Investment Partners
Florida
$1.38M +$49.6K +716 +4%
BHA
1203
Beech Hill Advisors
New York
$1.38M +$45.1K +650 +3%
PK
1204
Pflug Koory
Nebraska
$1.38M -$9.7K -140 -0.7%
IA
1205
IFP Advisors
Florida
$1.38M -$1.56M -29,518 -53%
CWP
1206
CFM Wealth Partners
Texas
$1.38M +$3.6K +52 +0.3%
PGWM
1207
Parisi Gray Wealth Management
New Jersey
$1.37M +$4.92K +71 +0.4%
EM
1208
Excalibur Management
Massachusetts
$1.37M +$21.3K +308 +2%
FFS
1209
Founders Financial Securities
Maryland
$1.37M +$56.4K +814 +4%
CA
1210
Claro Advisors
Massachusetts
$1.37M +$103K +1,489 +8%
HVIA
1211
Hudson Valley Investment Advisors
New York
$1.36M -$21.8K -315 -2%
CFA
1212
Camarda Financial Advisors
Florida
$1.36M +$450K +6,497 +49%
BMC
1213
Beaton Management Company
Massachusetts
$1.36M – – –
BB
1214
Bell Bank
North Dakota
$1.36M +$3.74K +54 +0.3%
FMTCOCP
1215
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.35M +$73.1K +1,055 +6%
TFCM
1216
Taylor Frigon Capital Management
Arizona
$1.35M -$12.5K -181 -0.9%
CFA
1217
Compass Financial Advisors
Indiana
$1.35M -$75.8K -1,093 -5%
1WA
1218
180 Wealth Advisors
Washington
$1.34M -$6.45K -93 -0.5%
OIA
1219
Optimum Investment Advisors
Illinois
$1.34M -$91.1K -1,315 -6%
LSPW
1220
Lake Street Private Wealth
Illinois
$1.34M -$38.1K -549 -3%
ACM
1221
Ategra Capital Management
Virginia
$1.34M +$108K +1,560 +9%
ACM
1222
Adalta Capital Management
New York
$1.34M – – –
DBG
1223
De Burlo Group
Massachusetts
$1.33M -$38.1K -550 -3%
RWA
1224
Redhawk Wealth Advisors
Minnesota
$1.33M +$246K +3,545 +23%
AMIM
1225
Aull & Monroe Investment Management
Alabama
$1.33M -$9.22K -133 -0.7%
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