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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,588 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 1,001 increasing their positions, 962 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+132
Holders Change %
+5.37%
% of All Funds
41.76%
Holding in Top 10
75
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-33.63%
% of All Funds
1.21%
New
263
Increased
1,001
Reduced
962
Closed
86
Calls
$2.26B
Puts
$1.82B
Net Calls
+$440M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$420M
2
AWA
Arete Wealth Advisors
Illinois
+$282M
3
Boston Partners
Boston Partners
Massachusetts
+$261M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$219M
5
Citadel Advisors
Citadel Advisors
Florida
+$206M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.76B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$776M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$629M
4
Franklin Resources
Franklin Resources
California
-$429M
5
Bank of America
Bank of America
North Carolina
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
1626
PFG Advisors
Arizona
$674K +$7.12K +99 +1%
SIG
1627
Sargent Investment Group
Maryland
$671K – – –
LC
1628
Lindbrook Capital
California
$667K -$32.3K -449 -5%
CFA
1629
CWS Financial Advisors
Michigan
$666K -$11.4K -180 -2%
CBT
1630
Central Bank & Trust
Kentucky
$664K +$5.04K +70 +0.8%
CWP
1631
Concord Wealth Partners
Virginia
$661K -$276K -3,835 -29%
TC
1632
Trust Company
Kansas
$659K -$3.31K -46 -0.5%
CIC
1633
Chilton Investment Company
Connecticut
$659K – – –
GA
1634
Goldstein Advisors
Wisconsin
$655K +$655K +9,106 New
MFS
1635
Mirabella Financial Services
United Kingdom
$652K +$652K +9,067 New
MJP
1636
Michael J. Puzo
$652K – – –
AWM
1637
Angeles Wealth Management
California
$652K -$863 -12 -0.1%
ORC
1638
O'Rourke & Company
Massachusetts
$648K +$15.5K +216 +2%
CM
1639
Cercano Management
Washington
$648K +$648K +9,000 New
EWM
1640
EPG Wealth Management
Georgia
$647K -$8.49K -118 -1%
ACM
1641
Allred Capital Management
Texas
$646K -$9.86K -137 -2%
IWA
1642
IVC Wealth Advisors
Pennsylvania
$646K +$12.5K +174 +2%
HIM
1643
Hillsdale Investment Management
Ontario, Canada
$644K -$73.4K -1,020 -10%
NSB
1644
Norway Savings Bank
Maine
$644K +$3.02K +42 +0.5%
WSCM
1645
Wellington Shields Capital Management
New York
$641K +$72 +1 +0%
GAM
1646
Grandview Asset Management
Pennsylvania
$641K +$144 +2 +0%
OCM
1647
One Capital Management
California
$640K -$220K -3,059 -26%
KFA
1648
Krane Funds Advisors
New York
$639K -$107K -1,489 -14%
LA
1649
Lynch & Associates
Indiana
$638K -$9.35K -130 -1%
DOA
1650
D'Orazio & Associates
Virginia
$638K +$94.7K +1,316 +17%
64 65
66
67 68