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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 %
SFI
1551
SPC Financial Inc
Maryland
$723K +$8.25K +119 +1%
JWWM
1552
Johnson & White Wealth Management
Pennsylvania
$722K +$722K +10,417 New
PFA
1553
Pettinga Financial Advisors
Indiana
$720K +$2.08K +30 +0.3%
FSA
1554
Franklin Street Advisors
North Carolina
$720K -$10.7K -155 -1%
BMC
1555
Benin Management Corp
Connecticut
$717K – – –
CAMV
1556
Concord Asset Management (Virginia)
Virginia
$715K +$479K +6,911 +203%
AFP
1557
Ausdal Financial Partners
Iowa
$714K +$112K +1,623 +19%
MIP
1558
Marietta Investment Partners
Wisconsin
$714K – – –
WDC
1559
Woodward Diversified Capital
California
$714K +$2.15K +31 +0.3%
AC
1560
ASB Consultores
Florida
$713K +$108K +1,561 +18%
FPAS
1561
Focus Partners Advisor Solutions
Missouri
$711K -$37.2K -537 -5%
ABLA
1562
Alan B. Lancz & Associates
Ohio
$710K -$6.93K -100 -1%
PCG
1563
Prosperity Consulting Group
Maryland
$709K -$606K -8,739 -46%
BA
1564
Bridgewater Advisors
New York
$707K -$12.7K -183 -2%
PCMI
1565
Paradigm Capital Management Inc
New York
$707K – – –
EA
1566
Ellsworth Advisors
Ohio
$703K +$102K +1,467 +17%
OCPWS
1567
One Charles Private Wealth Services
Massachusetts
$702K +$10.9K +157 +2%
IF
1568
IRON Financial
Illinois
$702K +$702K +10,123 New
AIM
1569
Allen Investment Management
New York
$701K – – –
SAM
1570
Strategy Asset Managers
California
$697K +$697K +10,059 New
CAM
1571
Cozad Asset Management
Illinois
$696K +$16.6K +239 +2%
LCM
1572
LCM Capital Management
Illinois
$696K +$16.6K +239 +2%
AC
1573
Abbrea Capital
California
$695K +$10.4K +150 +2%
CP
1574
Coho Partners
Pennsylvania
$693K – – –
LFM
1575
Lumina Fund Management
New York
$693K – – –
61 62
63
64 65