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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,456 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 986 increasing their positions, 1,014 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-67
Holders Change %
-2.66%
% of All Funds
42.47%
Holding in Top 10
113
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.39%
% of All Funds
1.95%
New
98
Increased
986
Reduced
1,014
Closed
133
Calls
$1.98B
Puts
$1.57B
Net Calls
+$411M
Net Calls Change
-$186M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.02B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$572M
3
Boston Partners
Boston Partners
Massachusetts
+$368M
4
Norges Bank
Norges Bank
Norway
+$259M
5
BlackRock
BlackRock
New York
+$239M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$604M
2
Morgan Stanley
Morgan Stanley
New York
-$469M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$281M
4
Franklin Resources
Franklin Resources
California
-$240M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
1701
WNY Asset Management
New York
$537K -$1.35K -19 -0.3%
DOA
1702
D'Orazio & Associates
Virginia
$537K +$95K +1,336 +22%
MAM
1703
McLean Asset Management
Virginia
$536K -$3.91K -56 -0.7%
BIP
1704
Blueprint Investment Partners
North Carolina
$533K -$186K -2,608 -26%
AWM
1705
Aberdeen Wealth Management
Illinois
$533K – – –
LIA
1706
LBMC Investment Advisors
Tennessee
$531K +$213 +3 +0%
BCAM
1707
Boston Common Asset Management
Massachusetts
$531K +$2.56K +36 +0.5%
GWANC
1708
Guardian Wealth Advisors (North Carolina)
North Carolina
$530K -$59.9K -843 -10%
CHJWM
1709
Carlton Hofferkamp & Jenks Wealth Management
Texas
$529K – – –
IVP
1710
Intrinsic Value Partners
Arizona
$527K -$194K -2,730 -27%
CAG
1711
Csenge Advisory Group
Florida
$527K -$156K -2,192 -23%
WA
1712
Wealth Architects
California
$526K -$62.7K -881 -11%
MA
1713
MCF Advisors
Kentucky
$526K -$1.56K -22 -0.3%
YC
1714
Yarbrough Capital
Tennessee
$526K – – –
FTC
1715
Farmers Trust Company
Ohio
$525K -$35.6K -500 -6%
WAAG
1716
Wealth Alliance Advisory Group
Kansas
$525K -$5.19K -73 -1%
SWM
1717
Silverlake Wealth Management
Vermont
$524K -$213 -3 -0%
THWM
1718
Taylor Hoffman Wealth Management
Virginia
$524K – – –
BMO
1719
Beck Mack & Oliver
New York
$523K -$13.2K -186 -2%
CG
1720
Corundum Group
Colorado
$523K +$30K +423 +6%
RWA
1721
River Wealth Advisors
Pennsylvania
$522K -$33.9K -477 -6%
BOS
1722
Bank of Stockton
California
$522K – – –
DW
1723
Domani Wealth
Pennsylvania
$522K – – –
CPSC
1724
Carl P. Sherr & Co
Massachusetts
$522K – – –
KWS
1725
Keystone Wealth Services
California
$520K +$640 +9 +0.1%
67 68
69
70 71