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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 %
MSFS
1601
Main Street Financial Solutions
Pennsylvania
$603K -$3.84K -60 -0.6%
FWP
1602
FAS Wealth Partners
Kansas
$602K -$114K -1,782 -16%
WA
1603
Waverly Advisors
Alabama
$602K -$627K -9,806 -51%
KFS
1604
Kurt F. Somerville
$600K -$32K -500 -5%
PCG
1605
Prosperity Consulting Group
Maryland
$595K -$59.4K -929 -9%
LWAM
1606
Legacy Wealth Asset Management
Minnesota
$594K -$173K -2,702 -23%
SFP
1607
Shepherd Financial Partners
Massachusetts
$594K +$92.4K +1,445 +18%
MM
1608
MQS Management
New York
$593K +$52.4K +820 +10%
QC
1609
Quadrature Capital
United Kingdom
$592K +$592K +9,254 New
PWP
1610
Phillips Wealth Planners
Mississippi
$591K +$191K +2,993 +48%
SIG
1611
Sargent Investment Group
Maryland
$591K -$10K -157 -2%
HCP
1612
Hexagon Capital Partners
Arkansas
$588K +$31.4K +491 +6%
WTA
1613
Washington Trust Advisors
Massachusetts
$586K +$320 +5 +0.1%
BSC
1614
Brown Shipley & Co
United Kingdom
$586K +$10.5K +164 +2%
GL
1615
Graypoint LLC
New York
$586K -$138K -2,161 -19%
GA
1616
Goldstein Advisors
Wisconsin
$582K – – –
BAM
1617
Bellevue Asset Management
Washington
$579K +$6.84K +107 +1%
CSA
1618
Cottage Street Advisors
Massachusetts
$579K +$320 +5 +0.1%
ACM
1619
Allred Capital Management
Texas
$577K +$4.61K +72 +0.8%
IWA
1620
IVC Wealth Advisors
Pennsylvania
$575K +$8.95K +140 +2%
PL
1621
Plancorp LLC
Missouri
$574K +$17.6K +275 +3%
WI
1622
Wedgewood Investors
Pennsylvania
$573K +$22.4K +350 +4%
DFCM
1623
Dark Forest Capital Management
Puerto Rico
$573K +$515K +8,047 +879%
SJL
1624
Shayne & Jacobs LLC
Tennessee
$573K +$3.84K +60 +0.7%
KFA
1625
Krane Funds Advisors
New York
$571K +$14.6K +228 +3%
63 64
65
66 67