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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 %
NB
1276
Nicolet Bankshares
Wisconsin
$1.21M -$15.4K -291 -1%
MHIC
1277
Marble Harbor Investment Counsel
Massachusetts
$1.21M +$34.7K +500 +3%
GVAG
1278
Great Valley Advisor Group
Delaware
$1.21M +$96.9K +1,399 +9%
UBG
1279
United Bank (Georgia)
Georgia
$1.21M +$2.08K +30 +0.2%
EHC
1280
Everett Harris & Co
California
$1.21M – – –
RIA
1281
Realta Investment Advisors
Delaware
$1.21M -$96.7K -1,395 -7%
WC
1282
Wexford Capital
Florida
$1.21M +$1.21M +17,389 New
PEA
1283
Park Edge Advisors
Ohio
$1.2M -$14.6K -210 -1%
FNFDCM
1284
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.2M -$111K -1,595 -8%
JWM
1285
Jeppson Wealth Management
California
$1.19M -$1.73K -25 -0.1%
CL
1286
CSS LLC
Illinois
$1.19M +$104K +1,500 +10%
AI
1287
AXS Investments
New York
$1.18M +$164K +2,369 +16%
CWS
1288
Confluence Wealth Services
Pennsylvania
$1.17M +$233K +3,366 +25%
WAM
1289
WealthTrust Asset Management
Florida
$1.17M -$45.3K -653 -4%
AIM
1290
Athena Investment Management
California
$1.16M – – –
CWP
1291
Capital Wealth Planning
Florida
$1.16M -$693K -10,000 -37%
SOAMC
1292
Spirit of America Management Corp
New York
$1.15M – – –
SFWA
1293
Summit Financial Wealth Advisors
Louisiana
$1.15M +$3.33K +48 +0.3%
PFS
1294
Physicians Financial Services
North Carolina
$1.14M – – –
FA
1295
Fountainhead AM
New Jersey
$1.14M +$9.01K +130 +0.8%
FFBTD
1296
First Financial Bank - Trust Division
Ohio
$1.14M -$7.07K -102 -0.6%
MAM
1297
Mystic Asset Management
Rhode Island
$1.14M -$13.8K -199 -1%
PBC
1298
Pavion Blue Capital
California
$1.14M – – –
AFG
1299
Alterity Financial Group
Maine
$1.13M -$14.1K -203 -1%
KCM
1300
KRS Capital Management
Michigan
$1.13M +$15.2K +219 +1%
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