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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 %
DMBA
1501
Deseret Mutual Benefit Administrators
Utah
$838K -$623K -8,652 -43%
WF
1502
WoodTrust Financial
Wisconsin
$836K – – –
AIM
1503
Acropolis Investment Management
Missouri
$836K +$1.51K +21 +0.2%
LW
1504
Linscomb Wealth
Texas
$836K +$235K +3,267 +39%
DWM
1505
Dorchester Wealth Management
Quebec, Canada
$834K -$219K -3,050 -21%
NP
1506
NorthRock Partners
Minnesota
$833K +$249K +3,459 +43%
OAM
1507
Occidental Asset Management
California
$833K +$82.7K +1,150 +11%
FFN
1508
Focus Financial Network
Minnesota
$830K +$3.67K +51 +0.4%
CIP
1509
Cornerstone Investment Partners
Georgia
$828K -$2.59K -36 -0.3%
PFBT
1510
Parkside Financial Bank & Trust
Missouri
$827K +$104K +1,451 +14%
CPIG
1511
Chicago Partners Investment Group
Illinois
$826K -$321K -4,307 -28%
FNB
1512
Farmers National Bank
Kentucky
$823K -$11.9K -165 -1%
CA
1513
Crewe Advisors
Utah
$819K +$31.6K +439 +4%
ZF
1514
Zhang Financial
Michigan
$818K +$192K +2,662 +31%
MS
1515
Madden Securities
Texas
$816K -$7.92K -110 -1%
BWM
1516
BNC Wealth Management
Oregon
$816K +$816K +11,338 New
GL
1517
Graypoint LLC
New York
$814K -$117K -1,625 -13%
BCG
1518
Breakwater Capital Group
New Jersey
$813K +$813K +11,298 New
6F
1519
626 Financial
Michigan
$810K +$791 +11 +0.1%
BPCE
1520
Bank Pictet & Cie (Europe)
Germany
$809K – – –
NPA
1521
Nichols & Pratt Advisers
Massachusetts
$808K -$10K -139 -1%
XS
1522
XR Securities
Illinois
$808K +$465K +6,469 +136%
FNBSF
1523
First National Bank Sioux Falls
South Dakota
$805K -$48.6K -675 -6%
SSW
1524
Stone Summit Wealth
Florida
$805K -$288 -4 -0%
LRPA
1525
L. Roy Papp & Associates
Arizona
$805K -$7.77K -108 -1%
59 60
61
62 63