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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 %
AP
1401
Atwood & Palmer
Missouri
$959K – – –
TFS
1402
Thoroughbred Financial Services
Tennessee
$959K – – –
LWM
1403
Lyell Wealth Management
California
$957K +$60.3K +848 +7%
NFP
1404
NorthLanding Financial Partners
New York
$954K +$954K +13,425 New
CPIA
1405
Cornell Pochily Investment Advisors
New York
$952K -$357K -5,026 -27%
MWM
1406
Modera Wealth Management
New Jersey
$945K +$8.75K +123 +0.9%
Fayez Sarofim & Co
1407
Fayez Sarofim & Co
Texas
$944K +$48.9K +688 +5%
SWA
1408
Sax Wealth Advisors
New Jersey
$939K -$26.4K -372 -3%
CFG
1409
Cooper Financial Group
California
$937K +$147K +2,069 +19%
BIA
1410
Barry Investment Advisors
Massachusetts
$934K -$3.77K -53 -0.4%
ACS
1411
Archford Capital Strategies
Illinois
$934K +$7.46K +105 +0.8%
CIC
1412
Crawford Investment Counsel
Georgia
$927K +$4.69K +66 +0.5%
CWP
1413
Concord Wealth Partners
Virginia
$925K -$23.8K -335 -3%
AL
1414
Aspiriant LLC
California
$925K +$7.89K +111 +0.9%
RFG
1415
Range Financial Group
Oregon
$924K +$6.47K +91 +0.7%
PG
1416
Pendal Group
Australia
$924K +$24.5K +344 +3%
TAIM
1417
TD Ameritrade Investment Management
Nebraska
$920K +$16.1K +226 +2%
GL
1418
Graypoint LLC
New York
$920K +$321K +4,511 +53%
CT
1419
Colonial Trust
South Carolina
$920K +$920K +12,942 New
CWS
1420
Confluence Wealth Services
Pennsylvania
$919K -$168K -2,364 -15%
SCM
1421
SOL Capital Management
Maryland
$919K -$13.2K -185 -1%
FAM
1422
Formidable Asset Management
Ohio
$918K -$514 -7 -0.1%
ZCA
1423
Zeke Capital Advisors
Pennsylvania
$916K -$1.35K -19 -0.1%
LSAG
1424
Lake Street Advisors Group
New Hampshire
$915K +$26.4K +371 +3%
SCM
1425
Schnieders Capital Management
California
$913K +$404K +5,680 +79%
55 56
57
58 59