We are live on ! Find out more
BMY icon

Bristol-Myers Squibb

2,470 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, 992 increasing their positions, 1,017 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.58B

0.31% less ownership

Funds ownership: 77.33%77.02% (-0.31%)

2% less repeat investments, than reductions

Existing positions increased: 992 | Existing positions reduced: 1,017

3% less funds holding

Funds holding: 2,5382,470 (-68)

8% less capital invested

Capital invested by funds: $126B → $116B (-$9.75B)

14% less funds holding in top 10

Funds holding in top 10: 132113 (-19)

27% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 134

Holders
2,470
Holders Change
-68
Holders Change %
-2.68%
% of All Funds
42.54%
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
992
Reduced
1,017
Closed
134
Calls
$1.98B
Puts
$1.58B
Net Calls
+$410M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
MSV
126
MN Services Vermogensbeheer
Netherlands
$85.9M -$5.77M -79,600 -6%
Acadian Asset Management
127
Acadian Asset Management
Massachusetts
$84.3M +$64.7M +892,600 +304%
NSLI
128
Nan Shan Life Insurance
Taiwan
$83.2M +$44.2M +609,064 +109%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$81.6M -$455K -6,278 -0.5%
Asset Management One
130
Asset Management One
Japan
$80.1M -$180K -2,482 -0.2%
AAMU
131
AEGON Asset Management (UK)
United Kingdom
$78.5M +$20.1M +277,717 +34%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$77.4M -$6.39M -88,068 -7%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$74.7M +$1.54M +21,281 +2%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$74.2M -$1.81K -25 -0%
ZIM
135
Zacks Investment Management
Illinois
$73.2M +$1.32M +18,258 +2%
PAMS
136
Pictet Asset Management (Switzerland)
Switzerland
$72.6M -$955K -13,160 -1%
HPC
137
HM Payson & Co
Maine
$71M +$32.6M +449,663 +82%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$70.7M -$6.87M -94,666 -9%
Handelsbanken Fonder
139
Handelsbanken Fonder
Sweden
$69.5M +$14.4M +198,529 +25%
Skandinaviska Enskilda Banken (SEB)
140
Skandinaviska Enskilda Banken (SEB)
Sweden
$69.4M -$14.4M -199,157 -17%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$68.5M +$651K +8,970 +0.9%
Teacher Retirement System of Texas
142
Teacher Retirement System of Texas
Texas
$68M +$4.1M +56,509 +6%
RCM
143
RNC Capital Management
California
$68M -$595K -8,207 -0.9%
KBG
144
Kahn Brothers Group
New York
$65.7M -$346K -4,772 -0.5%
Lazard Asset Management
145
Lazard Asset Management
New York
$65.1M +$14.6M +201,542 +28%
Public Sector Pension Investment Board (PSP Investments)
146
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$64.2M -$12M -164,907 -15%
BA
147
Bridgewater Associates
Connecticut
$64.2M +$10.5M +144,114 +19%
TCM
148
Tekla Capital Management
Massachusetts
$62.5M +$7.02M +96,741 +12%
JMPWA
149
JP Morgan Private Wealth Advisors
California
$62.2M +$4.33M +59,663 +7%
BCWM
150
Bartlett & Co Wealth Management
Ohio
$60.5M +$424K +5,839 +0.7%

BMY Hedge Fund Activity: Q3 2022 in Review

2,470 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2022, worth a combined $116B — down 7.7% from $126B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of BMY and 98 opened new positions — a net loss of 36 holders — while 1,017 trimmed existing stakes and 992 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 2,470 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2022, down from 2,538 in Q2 2022.
  • Funds reported $116B of Bristol-Myers Squibb stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 98 funds opened new Bristol-Myers Squibb positions in Q3 2022 and 134 closed out, a net change of -36 holders.
  • The largest Bristol-Myers Squibb buyer in Q3 2022 was Capital International Investors, an estimated $1.04B added.
  • The largest Bristol-Myers Squibb seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.