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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,502 hedge funds and large institutions have $118B invested in Bristol-Myers Squibb in 2022 Q1 according to their latest regulatory filings, with 211 funds opening new positions, 987 increasing their positions, 989 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,502
Holders Change
+70
Holders Change %
+2.88%
% of All Funds
39.59%
Holding in Top 10
85
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+32.81%
% of All Funds
1.35%
New
211
Increased
987
Reduced
989
Closed
114
Calls
$2.4B
Puts
$2B
Net Calls
+$392M
Net Calls Change
-$9.36M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.67B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$909M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$767M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$319M
5
Goldman Sachs
Goldman Sachs
New York
+$300M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$557M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$324M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$291M
4
Norges Bank
Norges Bank
Norway
-$263M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1476
AmeriServ Wealth Advisors
Pennsylvania
$895K +$74K +1,014 +9%
CMI
1477
Clare Market Investments
Texas
$893K +$633K +8,668 +243%
MW
1478
Marcum Wealth
Ohio
$891K +$212K +2,902 +31%
FNBOSM
1479
First National Bank of South Miami
Florida
$890K +$83.4K +1,142 +10%
LAM
1480
L2 Asset Management
Massachusetts
$889K +$505K +6,916 +132%
CWP
1481
Concord Wealth Partners
Virginia
$888K +$46.3K +634 +6%
HAM
1482
Hedges Asset Management
Nevada
$887K – – –
CWP
1483
CFM Wealth Partners
Texas
$885K – – –
AIM
1484
Acropolis Investment Management
Missouri
$884K +$32K +438 +4%
CCWA
1485
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$884K +$46.8K +641 +6%
AG
1486
Ascent Group
Virginia
$884K +$219K +2,996 +33%
KLC
1487
Knowledge Leaders Capital
Colorado
$883K – – –
RWP
1488
Ridgecrest Wealth Partners
California
$882K -$14.6K -200 -2%
AIA
1489
Armor Investment Advisors
North Carolina
$880K – – –
HIC
1490
Hartline Investment Corp
Illinois
$880K +$235K +3,518 +36%
SFG
1491
Sovereign Financial Group
Connecticut
$879K +$78.7K +1,078 +10%
ZCA
1492
Zeke Capital Advisors
Pennsylvania
$879K +$879K +12,045 New
VBCG
1493
Valley Brook Capital Group
Pennsylvania
$878K +$8.47K +116 +1%
SW
1494
SlateStone Wealth
Florida
$875K -$1.97K -27 -0.2%
CBT
1495
CoreFirst Bank & Trust
Kansas
$871K – – –
JFGIW
1496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$866K -$104K -1,427 -11%
IWA
1497
Intercontinental Wealth Advisors
Texas
$864K -$104K -1,426 -11%
PCA
1498
Personal Capital Advisors
California
$863K -$92.1K -1,262 -10%
OC
1499
Oakworth Capital
Alabama
$863K +$83.3K +1,141 +11%
DS
1500
DRW Securities
Illinois
$858K +$437K +5,983 +104%
58 59
60
61 62