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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,464 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,058 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.86%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,058
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$428M
3
Wells Fargo
Wells Fargo
California
+$174M
4
Barclays
Barclays
United Kingdom
+$134M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$127M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$284M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$277M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSB
1501
Norway Savings Bank
Maine
$716K +$76.7K +1,200 +12%
RWPA
1502
Richard W. Paul & Associates
Michigan
$715K +$25.9K +405 +4%
LRPA
1503
L. Roy Papp & Associates
Arizona
$715K – – –
LWM
1504
Lyell Wealth Management
California
$715K -$35.2K -551 -5%
MRCM
1505
M&R Capital Management
New Jersey
$715K -$118K -1,845 -14%
RSA
1506
River Street Advisors
Illinois
$714K -$16.3K -255 -2%
CCMIC
1507
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$713K -$73.5K -1,150 -9%
FNBOSM
1508
First National Bank of South Miami
Florida
$713K -$61.5K -961 -8%
VEA
1509
Virtus ETF Advisers
New York
$711K -$63.2K -989 -8%
CS
1510
Crescent Sterling
Louisiana
$711K +$4.8K +75 +0.7%
FPAS
1511
Focus Partners Advisor Solutions
Missouri
$711K +$54.3K +849 +8%
WP
1512
Westmount Partners
California
$710K +$17.7K +277 +3%
ATIA
1513
American Trust Investment Advisors
New Hampshire
$708K +$27.2K +425 +4%
FFC
1514
First Financial Corp
Indiana
$707K -$1.41K -22 -0.2%
CFA
1515
CWS Financial Advisors
Michigan
$706K -$19.2K -300 -3%
GA
1516
Geller Advisors
New York
$706K +$187K +2,927 +36%
AC
1517
Abbrea Capital
California
$703K +$62.3K +974 +10%
BP
1518
BBR Partners
New York
$703K -$14.3K -224 -2%
NP
1519
Nilsine Partners
Colorado
$702K +$26.7K +418 +4%
6F
1520
626 Financial
Michigan
$701K -$13.9K -218 -2%
Empower Advisory Group
1521
Empower Advisory Group
Colorado
$700K +$15.3K +240 +2%
JE
1522
JMAC Enterprises
Pennsylvania
$699K +$81.9K +1,281 +13%
SSW
1523
Stone Summit Wealth
Florida
$698K -$9.59K -150 -1%
CIC
1524
Crawford Investment Counsel
Georgia
$697K -$76.3K -1,193 -10%
CAL
1525
Capital Analysts LLC
Pennsylvania
$696K -$29.8K -466 -4%
59 60
61
62 63