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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 %
PFA
1551
Pettinga Financial Advisors
Indiana
$777K -$96.8K -1,325 -11%
CAGAS
1552
Capital Advisory Group Advisory Services
Minnesota
$777K -$584 -8 -0.1%
MWM
1553
Modera Wealth Management
New Jersey
$777K +$76.4K +1,047 +11%
RHAM
1554
Round Hill Asset Management
California
$773K – – –
EP
1555
Edgestream Partners
New Jersey
$769K -$366K -5,009 -32%
BMC
1556
Benin Management Corp
Connecticut
$767K – – –
OAM
1557
Occidental Asset Management
California
$767K – – –
FC
1558
Ferris Capital
Massachusetts
$765K -$1.9K -26 -0.2%
ATIA
1559
American Trust Investment Advisors
New Hampshire
$761K +$11.7K +160 +2%
WP
1560
WealthPLAN Partners
Nebraska
$760K -$67.7K -900 -8%
CWA
1561
Clearview Wealth Advisors
Oregon
$760K +$2.41K +33 +0.3%
WIM
1562
WealthPlan Investment Management
Nebraska
$760K +$760K +10,097 New
KFS
1563
Kurt F. Somerville
$759K -$16.4K -225 -2%
BFA
1564
Beacon Financial Advisory
Ohio
$758K +$8.47K +116 +1%
WTA
1565
Washington Trust Advisors
Massachusetts
$754K -$145K -1,978 -16%
MIP
1566
Marietta Investment Partners
Wisconsin
$752K – – –
FMLI
1567
Fukoku Mutual Life Insurance
Japan
$749K -$6.98M -95,600 -90%
AL
1568
Aspiriant LLC
California
$745K -$137K -1,881 -16%
PCMI
1569
Paradigm Capital Management Inc
New York
$745K – – –
MJP
1570
Michael J. Puzo
$744K – – –
HIM
1571
Hillsdale Investment Management
Ontario, Canada
$744K +$14.6K +200 +2%
SG Americas Securities
1572
SG Americas Securities
New York
$740K -$13.8M -188,583 -95%
AIM
1573
Allen Investment Management
New York
$738K – – –
LCM
1574
LCM Capital Management
Illinois
$734K +$4.16K +57 +0.6%
EI
1575
Ellevest Inc
New York
$734K +$188K +2,570 +34%
61 62
63
64 65