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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 %
VF
1301
VitalStone Financial
Texas
$1.13M +$1.1M +17,556 +3,463%
FIM
1302
Fruth Investment Management
Texas
$1.13M -$16.2K -234 -1%
DCM
1303
Dupont Capital Management
Delaware
$1.12M -$2.5M -36,066 -69%
AAS
1304
Ameritas Advisory Services
Nebraska
$1.12M -$376K -5,373 -25%
MCCA
1305
Mill Creek Capital Advisors
Pennsylvania
$1.12M -$2.22K -32 -0.2%
PIMG
1306
Patriot Investment Management Group
Tennessee
$1.11M -$108K -1,561 -9%
ECM
1307
Estabrook Capital Management
New York
$1.11M – – –
EL
1308
Essex LLC
Illinois
$1.1M – – –
SCM
1309
Schnieders Capital Management
California
$1.1M +$208K +3,000 +23%
CFG
1310
Cooper Financial Group
California
$1.09M +$73.5K +1,061 +7%
PCM
1311
Perkins Capital Management
Minnesota
$1.08M – – –
AI
1312
Accredited Investors
Minnesota
$1.08M +$2.77K +40 +0.3%
CIM
1313
CIM Investment Management
Pennsylvania
$1.08M +$427K +6,165 +65%
CWM
1314
Cornerstone Wealth Management
Missouri
$1.08M +$1.08M +15,601 New
GWSG
1315
GPS Wealth Strategies Group
Colorado
$1.08M +$32.2K +465 +3%
CBOR
1316
Community Bank of Raymore
Missouri
$1.08M -$5.2K -75 -0.5%
TFS
1317
Thoroughbred Financial Services
Tennessee
$1.08M +$65.3K +943 +6%
BG
1318
Benedetti & Gucer
Georgia
$1.08M +$1.08M +15,525 New
LWM
1319
Laidlaw Wealth Management
New York
$1.08M +$5.61K +81 +0.5%
RIA
1320
Richwood Investment Advisors
Ohio
$1.07M -$1.46K -21 -0.1%
RA
1321
RFG Advisory
Alabama
$1.07M +$9.5K +137 +0.9%
CG
1322
Corundum Group
Colorado
$1.07M +$528K +7,617 +98%
SIC
1323
Samalin Investment Counsel
New York
$1.06M -$116K -1,670 -10%
CW
1324
Connectus Wealth
Ohio
$1.06M -$1.31M -18,902 -55%
NCM
1325
NCM Capital Management
New Jersey
$1.06M – – –
51 52
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