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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,588 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 1,001 increasing their positions, 962 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+132
Holders Change %
+5.37%
% of All Funds
41.76%
Holding in Top 10
75
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-33.63%
% of All Funds
1.21%
New
263
Increased
1,001
Reduced
962
Closed
86
Calls
$2.26B
Puts
$1.82B
Net Calls
+$440M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$420M
2
AWA
Arete Wealth Advisors
Illinois
+$282M
3
Boston Partners
Boston Partners
Massachusetts
+$261M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$219M
5
Citadel Advisors
Citadel Advisors
Florida
+$206M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.76B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$776M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$629M
4
Franklin Resources
Franklin Resources
California
-$429M
5
Bank of America
Bank of America
North Carolina
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1351
Acrisure Capital Management
Texas
$1.12M +$1.12M +15,593 New
AI
1352
Accredited Investors
Minnesota
$1.12M +$9.5K +132 +0.9%
RIA
1353
Richwood Investment Advisors
Ohio
$1.11M +$14.8K +206 +1%
LWM
1354
Laidlaw Wealth Management
New York
$1.11M -$72 -1 -0%
CA
1355
Cornerstone Advisory
Maryland
$1.11M +$80.6K +1,120 +8%
Fiera Capital (Canada)
1356
Fiera Capital (Canada)
Quebec, Canada
$1.11M -$1.85M -25,665 -63%
NCM
1357
NCM Capital Management
New Jersey
$1.1M – – –
EL
1358
Essex LLC
Illinois
$1.1M -$59.6K -827 -5%
LWAC
1359
Laurel Wealth Advisors (California)
California
$1.1M -$1.87K -26 -0.2%
SAM
1360
Sawgrass Asset Management
Florida
$1.1M -$147K -2,044 -12%
WKWM
1361
Walter & Keenan Wealth Management
Indiana
$1.09M +$39.6K +550 +4%
GWSG
1362
GPS Wealth Strategies Group
Colorado
$1.09M +$28.1K +390 +3%
TF
1363
Tompkins Financial
New York
$1.09M +$15.3K +213 +1%
ZIG
1364
Zuckerman Investment Group
Illinois
$1.08M -$220K -3,059 -17%
BTW
1365
Boston Trust Walden
Massachusetts
$1.08M -$21.6K -300 -2%
SAG
1366
SageView Advisory Group
California
$1.08M +$1.08M +15,008 New
SC
1367
Saybrook Capital
North Carolina
$1.08M +$6.26K +87 +0.6%
GLA
1368
Good Life Advisors
Pennsylvania
$1.08M -$18.8K -261 -2%
FRM
1369
Fox Run Management
Connecticut
$1.07M +$1.07M +14,929 New
BFWA
1370
Benchmark Financial Wealth Advisors
Florida
$1.07M -$20.9K -291 -2%
PCS
1371
Personal CFO Solutions
New Jersey
$1.07M +$71.5K +994 +7%
SIM
1372
Sentry Investment Management
Wisconsin
$1.07M +$23K +319 +2%
WT
1373
Washington Trust
Rhode Island
$1.07M -$7.84K -109 -0.7%
VFPI
1374
Vantage Financial Partners (Illinois)
Illinois
$1.06M -$21.6K -300 -2%
FMWA
1375
Forvis Mazars Wealth Advisors
Missouri
$1.06M -$32.1K -446 -3%
53 54
55
56 57