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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 %
FAM
1426
Formidable Asset Management
Ohio
$877K +$6.95K +100 +0.8%
RFG
1427
Range Financial Group
Oregon
$876K -$30.1K -434 -3%
LHC
1428
Little House Capital
Massachusetts
$872K -$2.08K -30 -0.2%
BIA
1429
Barry Investment Advisors
Massachusetts
$868K -$10.8K -156 -1%
CB
1430
Centennial Bank
Arkansas
$867K -$52K -750 -6%
BAM
1431
Bosun Asset Management
Illinois
$866K +$548K +7,900 +172%
SIA
1432
Strategic Investment Advisors
Michigan
$866K -$8.53K -123 -1%
WPA
1433
Winning Points Advisors
Florida
$865K +$5.89K +85 +0.7%
BFA
1434
Beacon Financial Advisory
Ohio
$865K +$56.3K +812 +7%
PI
1435
PFG Investments
New York
$863K +$863K +12,452 New
BC
1436
Burney Company
Virginia
$863K +$1.39K +20 +0.2%
GCP
1437
Garda Capital Partners
Minnesota
$859K +$859K +12,393 New
PMA
1438
Prudent Man Advisors
Illinois
$858K -$19.6K -283 -2%
SW
1439
SteelPeak Wealth
California
$858K +$190K +2,748 +29%
KA
1440
Kercheville Advisors
Texas
$857K -$130K -1,880 -13%
LPT
1441
Legacy Private Trust
Wisconsin
$856K +$1.04K +15 +0.1%
PWAM
1442
Pinnacle West Asset Management
Wyoming
$855K +$855K +12,335 New
KTC
1443
Kistler-Tiffany Companies
Pennsylvania
$854K +$1.18K +17 +0.1%
CCMIC
1444
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$853K – – –
CWM
1445
Congress Wealth Management
Massachusetts
$851K +$117K +1,683 +16%
BCG
1446
Breakwater Capital Group
New Jersey
$846K +$63.3K +913 +8%
VCM
1447
Virtue Capital Management
Tennessee
$842K -$747K -10,982 -47%
LMKC
1448
L.M. Kohn & Company
Ohio
$841K +$2.7K +39 +0.3%
AIA
1449
Armor Investment Advisors
North Carolina
$841K -$7.83K -113 -0.9%
VEA
1450
Virtus ETF Advisers
New York
$840K +$97.9K +1,412 +13%
56 57
58
59 60