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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 %
MAM
1626
Morse Asset Management
Connecticut
$624K -$551K -7,945 -47%
CM
1627
Cercano Management
Washington
$624K – – –
BSC
1628
Brown Shipley & Co
United Kingdom
$624K +$624K +8,997 New
AWM
1629
Avior Wealth Management
Nebraska
$621K +$157K +2,272 +34%
ACM
1630
Alethea Capital Management
Washington
$621K +$621K +8,965 New
ACM
1631
Allred Capital Management
Texas
$621K -$1.66K -24 -0.3%
BAM
1632
Bellevue Asset Management
Washington
$621K -$158K -2,278 -20%
WSCM
1633
Wellington Shields Capital Management
New York
$618K +$69 +1 +0%
SJL
1634
Shayne & Jacobs LLC
Tennessee
$616K +$87.1K +1,257 +16%
CTA
1635
Colonial Trust Advisors
South Carolina
$615K +$206K +2,979 +50%
HIM
1636
Hillsdale Investment Management
Ontario, Canada
$614K -$6.93K -100 -1%
BWP
1637
BSW Wealth Partners
Colorado
$613K +$23.2K +334 +4%
IWA
1638
IVC Wealth Advisors
Pennsylvania
$613K -$8.87K -128 -1%
AP
1639
Appleton Partners
Massachusetts
$612K +$16.7K +241 +3%
BFA
1640
Bill Few Associates
Pennsylvania
$612K +$55.4K +800 +10%
WG
1641
Winton Group
United Kingdom
$609K -$2.16M -31,172 -78%
KFA
1642
Krane Funds Advisors
New York
$609K -$12.8K -183 -2%
SRC
1643
Shufro Rose & Co
New York
$607K -$94K -1,356 -13%
PCA
1644
Peddock Capital Advisors
Massachusetts
$605K -$970 -14 -0.2%
CIP
1645
Convergence Investment Partners
Florida
$604K -$7.13K -103 -1%
TBNY
1646
Trustco Bank (New York)
New York
$604K -$9.29K -134 -2%
OCM
1647
One Capital Management
California
$604K -$12.6K -182 -2%
HCP
1648
Hexagon Capital Partners
Arkansas
$604K +$7.07K +102 +1%
GAM
1649
Gould Asset Management
California
$603K – – –
PL
1650
Plancorp LLC
Missouri
$603K +$2.63K +38 +0.4%
64 65
66
67 68