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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 %
Empower Advisory Group
1526
Empower Advisory Group
Colorado
$746K +$746K +10,705 New
VAM
1527
Verity Asset Management
North Carolina
$744K +$375K +5,417 +102%
WP
1528
WealthShield Partners
North Carolina
$744K -$13.4K -194 -2%
STA
1529
Summit Trail Advisors
New York
$743K +$356K +5,136 +92%
DBT
1530
Dubuque Bank & Trust
Iowa
$741K -$97.2K -1,403 -12%
APC
1531
Aspire Private Capital
North Carolina
$739K +$66.3K +956 +10%
SF
1532
Summit Financial
New Jersey
$738K +$1.59K +23 +0.2%
MW
1533
Marcum Wealth
Ohio
$738K +$347 +5 +0%
ATIA
1534
American Trust Investment Advisors
New Hampshire
$738K -$1.32K -19 -0.2%
DTC
1535
Davidson Trust Company
Washington
$736K +$145K +2,090 +24%
CAG
1536
Csenge Advisory Group
Florida
$735K +$207K +2,988 +39%
RMDI
1537
R.M. Davis Inc
Maine
$734K +$4.5K +65 +0.6%
RHAM
1538
Round Hill Asset Management
California
$734K – – –
OWP
1539
Obermeyer Wealth Partners
Colorado
$732K -$529K -7,635 -42%
NP
1540
Nilsine Partners
Colorado
$732K +$732K +10,562 New
KJWM
1541
Kiley Juergens Wealth Management
Washington
$731K +$731K +10,543 New
LGA
1542
Lebenthal Global Advisors
New York
$730K +$10.8K +156 +2%
DG
1543
DMC Group
Alabama
$730K – – –
RDWM
1544
Red Door Wealth Management
Tennessee
$728K +$20.2K +292 +3%
NIM
1545
Northeast Investment Management
Massachusetts
$727K -$2.43K -35 -0.3%
NSAM
1546
North Star Asset Management
Wisconsin
$727K -$13.9K -200 -2%
CAGAS
1547
Capital Advisory Group Advisory Services
Minnesota
$727K +$4.78K +69 +0.7%
SFG
1548
Summit Financial Group
West Virginia
$726K – – –
CAG
1549
Crestwood Advisors Group
Massachusetts
$726K +$27.4K +395 +4%
OWA
1550
One Wealth Advisors
California
$726K +$56.8K +820 +8%
60 61
62
63 64