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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 %
WPC
1326
Wedmont Private Capital
Pennsylvania
$1.06M +$38.3K +545 +4%
BMA
1327
Brooks Moore & Associates
Tennessee
$1.06M +$58.6K +845 +6%
FTDI
1328
First Trust Direct Indexing
Massachusetts
$1.05M -$179K -2,579 -15%
GLA
1329
Good Life Advisors
Pennsylvania
$1.04M +$7.9K +114 +0.8%
SAM
1330
Sawgrass Asset Management
Florida
$1.04M -$17.1K -246 -2%
WP
1331
WMS Partners
Maryland
$1.03M -$175K -2,520 -14%
BFWA
1332
Benchmark Financial Wealth Advisors
Florida
$1.03M +$1.39K +20 +0.1%
KA
1333
Kovack Advisors
Florida
$1.03M +$33.9K +489 +3%
SIM
1334
Sentry Investment Management
Wisconsin
$1.03M +$5.34K +77 +0.5%
SC
1335
Saybrook Capital
North Carolina
$1.03M -$6.03K -87 -0.6%
SLWA
1336
San Luis Wealth Advisors
California
$1.03M +$1.03M +14,843 New
EWM
1337
Empirical Wealth Management
Washington
$1.03M -$273K -3,943 -21%
ZIG
1338
Zuckerman Investment Group
Illinois
$1.03M -$16K -231 -2%
HWA
1339
HCR Wealth Advisors
California
$1.03M +$7.42K +107 +0.7%
AW
1340
Alaethes Wealth
Nevada
$1.03M +$88K +1,269 +9%
TSS
1341
Two Sigma Securities
New York
$1.03M +$684K +9,868 +200%
IP
1342
Investment Partners
Ohio
$1.02M +$1.94K +28 +0.2%
WT
1343
Washington Trust
Rhode Island
$1.02M -$7.49K -108 -0.7%
TYCC
1344
Texas Yale Capital Corp
Florida
$1.02M – – –
CA
1345
Cornerstone Advisory
Maryland
$1.01M -$54.5K -787 -5%
SFG
1346
Sovereign Financial Group
Connecticut
$1.01M +$87.5K +1,262 +9%
SAG
1347
SageView Advisory Group
California
$1.01M -$26.8K -386 -3%
FFG
1348
Fortem Financial Group
California
$1.01M -$253K -3,647 -20%
KI
1349
Kula Investments
Illinois
$1.01M -$704K -10,155 -41%
IIM
1350
InTrack Investment Management
Vermont
$1.01M +$114K +1,660 +13%
52 53
54
55 56