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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 %
NSB
1576
Norway Savings Bank
Maine
$692K +$72.1K +1,040 +12%
OC
1577
Oakworth Capital
Alabama
$692K -$32.9K -474 -5%
CANY
1578
Caxton Associates (New York)
New York
$691K -$1.1M -15,940 -62%
MA
1579
MKT Advisors
California
$691K -$4.33K -62 -0.6%
WFM
1580
Wolff Financial Management
Michigan
$690K – – –
NL
1581
NVWM LLC
Pennsylvania
$690K -$3.74K -54 -0.5%
PA
1582
Procyon Advisors
Connecticut
$689K -$44.7K -645 -6%
RIA
1583
Regal Investment Advisors
Michigan
$688K -$1.2M -17,266 -63%
1IA
1584
1620 Investment Advisors
Massachusetts
$686K +$4.85K +70 +0.7%
KFS
1585
Kurt F. Somerville
$685K -$17.3K -250 -2%
VCM
1586
Vigilant Capital Management
Maine
$683K +$31.2K +450 +5%
PL
1587
Parthenon LLC
Kentucky
$683K – – –
APP
1588
Avantax Planning Partners
Iowa
$682K -$1.25K -18 -0.2%
PAMG
1589
Patton Albertson Miller Group
Tennessee
$674K -$7.9K -114 -1%
GC
1590
Gilbert & Cook
Iowa
$672K +$7.21K +104 +1%
EP
1591
Eudaimonia Partners
Tennessee
$672K +$13.9K +200 +2%
CFO
1592
Callan Family Office
Pennsylvania
$671K +$671K +9,682 New
AWM
1593
Accurate Wealth Management
Florida
$669K +$212K +3,017 +46%
WKWM
1594
Walter & Keenan Wealth Management
Indiana
$669K -$381K -5,500 -36%
JE
1595
JMAC Enterprises
Pennsylvania
$668K +$60.4K +872 +10%
AIM
1596
Aspen Investment Management
Michigan
$667K -$615K -8,868 -48%
PA
1597
PFG Advisors
Arizona
$667K +$17.3K +250 +3%
SEC
1598
Seven Eight Capital
New York
$667K +$667K +9,622 New
BC
1599
Brookfield Corp
Ontario, Canada
$666K +$666K +9,616 New
SWA
1600
Sutton Wealth Advisors
Florida
$663K -$158K -2,285 -19%
62 63
64
65 66