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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,456 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 986 increasing their positions, 1,014 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-67
Holders Change %
-2.66%
% of All Funds
42.47%
Holding in Top 10
113
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.39%
% of All Funds
1.95%
New
98
Increased
986
Reduced
1,014
Closed
133
Calls
$1.98B
Puts
$1.57B
Net Calls
+$411M
Net Calls Change
-$186M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.02B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$572M
3
Boston Partners
Boston Partners
Massachusetts
+$368M
4
Norges Bank
Norges Bank
Norway
+$259M
5
BlackRock
BlackRock
New York
+$239M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$604M
2
Morgan Stanley
Morgan Stanley
New York
-$469M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$281M
4
Franklin Resources
Franklin Resources
California
-$240M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIC
1301
Kensington Investment Counsel
California
$1.17M +$54.4K +765 +5%
SFWA
1302
Summit Financial Wealth Advisors
Louisiana
$1.16M -$102K -1,370 -8%
MCCP
1303
Mission Creek Capital Partners
California
$1.16M +$66.7K +938 +6%
PBC
1304
Pavion Blue Capital
California
$1.16M – – –
ECM
1305
Estabrook Capital Management
New York
$1.16M -$28.4K -400 -2%
FA
1306
Fountainhead AM
New Jersey
$1.16M +$89.3K +1,256 +8%
CS
1307
Comerica Securities
Michigan
$1.15M -$148K -2,075 -11%
BA
1308
Bridgewater Advisors
New York
$1.15M +$425K +5,984 +59%
MHS
1309
M Holdings Securities
Oregon
$1.15M -$11.9K -167 -1%
EF
1310
Empowered Funds
Pennsylvania
$1.15M +$228K +3,210 +25%
EL
1311
Essex LLC
Illinois
$1.14M -$1.32M -18,514 -53%
ACI
1312
Alpha Cubed Investments
California
$1.14M -$827K -11,626 -42%
FF
1313
FourThought Financial
Florida
$1.14M -$34.3K -482 -3%
IA
1314
IAM Advisory
Pennsylvania
$1.12M +$101K +1,427 +10%
MHIC
1315
Marble Harbor Investment Counsel
Massachusetts
$1.12M – – –
MSFS
1316
Main Street Financial Solutions
Pennsylvania
$1.12M -$7.15M -100,593 -86%
CWP
1317
CFM Wealth Partners
Texas
$1.12M +$206K +2,900 +23%
PCM
1318
Perkins Capital Management
Minnesota
$1.11M -$61.6K -867 -5%
SWM
1319
Spire Wealth Management
Virginia
$1.11M -$839K -11,800 -43%
BIM
1320
Bridges Investment Management
Nebraska
$1.1M -$71.1K -1,000 -6%
BFM
1321
Boston Financial Management
Massachusetts
$1.1M +$9.46K +133 +0.9%
AI
1322
Accredited Investors
Minnesota
$1.1M +$9.53K +134 +0.9%
LWM
1323
Laidlaw Wealth Management
New York
$1.1M +$107K +1,512 +11%
RIG
1324
Roosevelt Investment Group
New York
$1.09M +$169K +2,380 +18%
KCM
1325
KRS Capital Management
Michigan
$1.09M +$5.69K +80 +0.5%
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