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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 %
DIP
1276
DT Investment Partners
Pennsylvania
$1.15M +$8.12K +132 +0.7%
LSPW
1277
Lake Street Private Wealth
Illinois
$1.14M -$94.8K -1,482 -8%
CW
1278
CreativeOne Wealth
Kansas
$1.14M +$1.85K +29 +0.2%
SAG
1279
SageView Advisory Group
California
$1.14M +$204K +3,194 +22%
MCA
1280
MSH Capital Advisors
Arizona
$1.14M +$15.5K +242 +1%
QCG
1281
Quadrant Capital Group
Ohio
$1.14M -$257K -4,026 -18%
SM
1282
Sciencast Management
New Jersey
$1.14M +$775K +12,296 +214%
VST
1283
Van Strum & Towne
California
$1.13M – – –
MHIC
1284
Marble Harbor Investment Counsel
Massachusetts
$1.12M – – –
FNFDCM
1285
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.12M +$10.8K +169 +1%
I
1286
InceptionR
California
$1.12M +$1.12M +17,464 New
PCP
1287
Proficio Capital Partners
Massachusetts
$1.11M -$62.1K -971 -5%
WC
1288
Wexford Capital
Florida
$1.11M – – –
SPA
1289
Sherbrooke Park Advisers
New York
$1.11M +$793K +12,400 +253%
PFS
1290
Physicians Financial Services
North Carolina
$1.11M +$50.2K +784 +5%
ITIM
1291
Indiana Trust & Investment Management
Indiana
$1.11M -$28.8K -450 -3%
UBG
1292
United Bank (Georgia)
Georgia
$1.1M -$10K -157 -0.9%
JWM
1293
Jeppson Wealth Management
California
$1.1M – – –
HCM
1294
Hengehold Capital Management
Ohio
$1.09M -$254K -3,974 -19%
PRC
1295
Pearl River Capital
Michigan
$1.09M -$394K -6,161 -27%
CWP
1296
Capital Wealth Planning
Florida
$1.09M +$22.9K +358 +2%
MCCA
1297
Mill Creek Capital Advisors
Pennsylvania
$1.08M +$48.3K +755 +5%
IBOK
1298
Independence Bank of Kentucky
Kentucky
$1.08M -$45.1K -705 -4%
AFG
1299
Allegheny Financial Group
Pennsylvania
$1.08M -$108K -1,683 -9%
EHC
1300
Everett Harris & Co
California
$1.08M -$32.8K -513 -3%
50 51
52
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