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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,464 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,058 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.86%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,058
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$428M
3
Wells Fargo
Wells Fargo
California
+$174M
4
Barclays
Barclays
United Kingdom
+$134M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$127M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$284M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$277M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFCM
1226
Taylor Frigon Capital Management
Arizona
$1.24M -$2.05K -32 -0.2%
TPW
1227
Transatlantique Private Wealth
New York
$1.24M +$47.7K +746 +4%
NCM
1228
Neumann Capital Management
California
$1.24M -$55.3K -865 -4%
BOH
1229
Bank of Hawaii
Hawaii
$1.23M -$65.1K -1,018 -5%
1WA
1230
180 Wealth Advisors
Washington
$1.23M -$18.6K -289 -1%
HI
1231
Humankind Investments
New York
$1.23M -$556K -8,695 -31%
WPC
1232
Waters Parkerson & Co
Louisiana
$1.23M -$66.2K -1,035 -5%
ACM
1233
Adalta Capital Management
New York
$1.23M -$4.54K -71 -0.4%
AMIM
1234
Aull & Monroe Investment Management
Alabama
$1.23M -$3.2K -50 -0.3%
AWM
1235
Axxcess Wealth Management
California
$1.22M -$615K -9,611 -33%
LOAMS
1236
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.22M -$13.8M -215,121 -92%
CL
1237
CSS LLC
Illinois
$1.22M +$128K +2,000 +12%
BWM
1238
BigSur Wealth Management
Florida
$1.22M -$147K -2,300 -11%
DWA
1239
Delos Wealth Advisors
Texas
$1.21M -$85.7K -1,340 -7%
DBG
1240
De Burlo Group
Massachusetts
$1.21M -$19.2K -300 -2%
DBRC
1241
D.B. Root & Company
Pennsylvania
$1.21M +$19K +297 +2%
KCG
1242
Kinsale Capital Group
Virginia
$1.21M +$492K +7,697 +69%
AAM
1243
Azzad Asset Management
Virginia
$1.2M -$730K -11,412 -38%
MMPW
1244
Mitchell McLeod Pugh & Williams
Alabama
$1.2M -$8.51K -133 -0.7%
HVIA
1245
Hudson Valley Investment Advisors
New York
$1.19M -$65.5K -1,024 -5%
FAIM
1246
Financial Advocates Investment Management
Washington
$1.19M -$35.9K -562 -3%
AT
1247
Arden Trust
Delaware
$1.19M -$8.7K -136 -0.7%
PPWP
1248
Proquility Private Wealth Partners
Nevada
$1.19M +$1.92K +30 +0.2%
BC
1249
Brookfield Corp
Ontario, Canada
$1.19M +$575K +8,987 +93%
RI
1250
Ridgewood Investments
New Jersey
$1.19M +$587K +9,186 +98%
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50
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