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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 %
CWM
1226
Chesapeake Wealth Management
Virginia
$1.44M +$51.1K +710 +4%
HVIA
1227
Hudson Valley Investment Advisors
New York
$1.44M -$41.7K -580 -3%
DGAM
1228
Desjardins Global Asset Management
Quebec, Canada
$1.44M -$176K -2,451 -11%
LSPW
1229
Lake Street Private Wealth
Illinois
$1.43M -$71.7K -996 -5%
ADL
1230
Asset Dedication LLC
California
$1.43M -$41.7K -578 -3%
RCAG
1231
Rehmann Capital Advisory Group
Michigan
$1.43M +$66.1K +919 +5%
OWM
1232
Opes Wealth Management
California
$1.43M -$14.7K -204 -1%
DBG
1233
De Burlo Group
Massachusetts
$1.42M +$7.2K +100 +0.5%
CWP
1234
CFM Wealth Partners
Texas
$1.42M +$291K +4,048 +26%
1WA
1235
180 Wealth Advisors
Washington
$1.42M +$102K +1,396 +8%
PGWM
1236
Parisi Gray Wealth Management
New Jersey
$1.42M +$32.3K +449 +2%
GWM
1237
GSB Wealth Management
Connecticut
$1.42M -$83.6K -1,162 -6%
NCM
1238
Neumann Capital Management
California
$1.42M – – –
BMC
1239
Beaton Management Company
Massachusetts
$1.41M – – –
TFCM
1240
Taylor Frigon Capital Management
Arizona
$1.41M -$106K -1,468 -7%
RPSA
1241
Richard P. Slaughter Associates
Texas
$1.41M +$44K +612 +3%
BB
1242
Bell Bank
North Dakota
$1.41M -$21.2K -294 -1%
EM
1243
Excalibur Management
Massachusetts
$1.4M -$42.3K -588 -3%
PCP
1244
Proficio Capital Partners
Massachusetts
$1.4M +$1.11M +15,446 +392%
ANTB
1245
AMG National Trust Bank
Colorado
$1.4M -$215K -2,989 -13%
AMIM
1246
Aull & Monroe Investment Management
Alabama
$1.39M -$48.3K -671 -3%
BHIA
1247
Birch Hill Investment Advisors
Massachusetts
$1.39M +$11.5K +160 +0.8%
FBT
1248
First Bank & Trust
South Dakota
$1.39M -$366K -5,090 -21%
ACM
1249
Adalta Capital Management
New York
$1.39M – – –
QT
1250
Quantamental Technologies
New York
$1.39M +$1.39M +19,278 New
48 49
50
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