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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 %
EFSCE
1401
Enterprise Financial Services Corp (EFSC)
Missouri
$1.01M +$5.04K +70 +0.5%
SIP
1402
Scott Investment Partners
United Kingdom
$1.01M – – –
WC
1403
Westhampton Capital
North Carolina
$1M -$5.04K -70 -0.5%
PWP
1404
Private Wealth Partners
California
$1M +$202K +2,805 +25%
I
1405
InceptionR
California
$1,000K +$1,000K +13,898 New
WPP
1406
Whalerock Point Partners
Rhode Island
$1,000K -$1.01K -14 -0.1%
IF
1407
Ironwood Financial
Arizona
$995K – – –
KFA
1408
Kapstone Financial Advisors
Ohio
$991K +$991K +13,614 New
WDG
1409
Wealth Dimensions Group
Ohio
$988K +$98.7K +1,372 +11%
BC
1410
Barrett & Company
Rhode Island
$988K – – –
MRCM
1411
M&R Capital Management
New Jersey
$985K +$310K +4,309 +46%
BWP
1412
Baldwin Wealth Partners
Massachusetts
$984K +$762K +10,586 +343%
CD
1413
Chapin Davis
Maryland
$979K +$979K +13,611 New
VNA
1414
Valley National Advisers
Pennsylvania
$979K -$63.8K -887 -6%
CFCI
1415
Comprehensive Financial Consultants Institutional
Indiana
$976K +$5.87K +82 +0.6%
NFP
1416
NorthLanding Financial Partners
New York
$975K +$8.92K +124 +0.9%
BST
1417
Bath Savings Trust
Maine
$974K -$47.8K -664 -5%
AW
1418
Alaethes Wealth
Nevada
$973K +$52.7K +733 +6%
CCWM
1419
Cassaday & Co Wealth Management
Virginia
$973K +$973K +13,530 New
GC
1420
Gratus Capital
Georgia
$973K -$32K -445 -3%
CWS
1421
Confluence Wealth Services
Pennsylvania
$972K +$41.6K +578 +4%
AP
1422
Atwood & Palmer
Missouri
$971K +$144 +2 +0%
CSB
1423
City State Bank
Iowa
$971K -$3.38K -47 -0.3%
CFA
1424
Capstone Financial Advisors
Illinois
$969K -$80K -1,112 -8%
AC
1425
AlphaCore Capital
California
$969K +$104K +1,446 +12%
55 56
57
58 59