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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,502 hedge funds and large institutions have $118B invested in Bristol-Myers Squibb in 2022 Q1 according to their latest regulatory filings, with 211 funds opening new positions, 987 increasing their positions, 989 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,502
Holders Change
+70
Holders Change %
+2.88%
% of All Funds
39.59%
Holding in Top 10
85
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+32.81%
% of All Funds
1.35%
New
211
Increased
987
Reduced
989
Closed
114
Calls
$2.4B
Puts
$2B
Net Calls
+$392M
Net Calls Change
-$9.36M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.67B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$909M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$767M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$319M
5
Goldman Sachs
Goldman Sachs
New York
+$300M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$557M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$324M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$291M
4
Norges Bank
Norges Bank
Norway
-$263M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
1701
Ellis Investment Partners
Pennsylvania
$577K -$144K -1,969 -20%
AWM
1702
Aberdeen Wealth Management
Illinois
$577K – – –
SAM
1703
Summit Asset Management
Tennessee
$577K +$58.4K +800 +11%
AFP
1704
Ausdal Financial Partners
Iowa
$576K +$132K +1,812 +30%
CAM
1705
Cozad Asset Management
Illinois
$574K +$106K +1,450 +23%
GL
1706
Graypoint LLC
New York
$573K +$4.6K +63 +0.8%
CHJWM
1707
Carlton Hofferkamp & Jenks Wealth Management
Texas
$570K – – –
FTC
1708
Farmers Trust Company
Ohio
$569K -$5.48K -75 -1%
1IA
1709
1620 Investment Advisors
Massachusetts
$569K – – –
MAM
1710
McLean Asset Management
Virginia
$568K +$8.84K +121 +2%
WIA
1711
Westbourne Investment Advisors
Maryland
$567K -$80.4K -1,100 -12%
WI
1712
Wedgewood Investors
Pennsylvania
$567K -$15.3K -210 -3%
FWP
1713
FAS Wealth Partners
Kansas
$565K +$18.1K +248 +3%
PCG
1714
Private Capital Group
Connecticut
$564K +$27.6K +375 +5%
CICI
1715
Capital Investment Counsel Inc
North Carolina
$563K -$11K -150 -2%
LWMG
1716
Levy Wealth Management Group
Pennsylvania
$563K +$4.02K +55 +0.7%
BEAM
1717
Baker Ellis Asset Management
Washington
$562K – – –
LMKC
1718
L.M. Kohn & Company
Ohio
$562K +$562K +7,693 New
FPAS
1719
Focus Partners Advisor Solutions
Missouri
$561K +$561K +7,665 New
TPA
1720
Trivium Point Advisory
Connecticut
$559K -$37.6K -499 -6%
FANJ
1721
Financial Architects (New Jersey)
New Jersey
$559K -$6.65K -91 -1%
HGWM
1722
Horst & Graben Wealth Management
Oregon
$559K +$4.23K +58 +0.8%
PBO
1723
Peoples Bank (Ohio)
Ohio
$558K -$2.63K -36 -0.5%
RC
1724
Rovin Capital
Arizona
$557K -$285K -3,905 -34%
TAM
1725
Townsend Asset Management
North Carolina
$557K – – –
67 68
69
70 71