We are live on ! Find out more
BMY icon

Bristol-Myers Squibb

2,470 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, 992 increasing their positions, 1,017 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.58B

0.31% less ownership

Funds ownership: 77.33%77.02% (-0.31%)

2% less repeat investments, than reductions

Existing positions increased: 992 | Existing positions reduced: 1,017

3% less funds holding

Funds holding: 2,5382,470 (-68)

8% less capital invested

Capital invested by funds: $126B → $116B (-$9.75B)

14% less funds holding in top 10

Funds holding in top 10: 132113 (-19)

27% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 134

Holders
2,470
Holders Change
-68
Holders Change %
-2.68%
% of All Funds
42.54%
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
992
Reduced
1,017
Closed
134
Calls
$1.98B
Puts
$1.58B
Net Calls
+$410M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
151
Bartlett & Co
Ohio
$60.5M +$424K +5,839 +0.7%
SO
152
STRS Ohio
Ohio
$59.8M -$23.5M -323,666 -28%
HA
153
Homestead Advisers
Virginia
$58.4M -$1.92M -26,400 -3%
CCM
154
Cullen Capital Management
New York
$58.3M +$3.49M +48,133 +6%
ERSOT
155
Employees Retirement System of Texas
Texas
$58.2M +$15.8M +218,462 +36%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$58.1M +$1.23M +16,938 +2%
MAM
157
Martingale Asset Management
Massachusetts
$57.4M -$1.73M -23,790 -3%
Bank Julius Baer & Co
158
Bank Julius Baer & Co
Switzerland
$57.1M -$11.2M -154,638 -16%
RFC
159
Regions Financial Corp
Alabama
$57.1M -$354K -4,876 -0.6%
FPCG
160
Fort Pitt Capital Group
Pennsylvania
$56.8M +$2.03M +28,016 +4%
AI
161
Ariel Investments
Illinois
$56.8M -$1.03M -14,227 -2%
TD Asset Management
162
TD Asset Management
Ontario, Canada
$56.2M +$519K +7,155 +0.9%
OPERF
163
Oregon Public Employees Retirement Fund
Oregon
$55.5M -$1.77M -24,369 -3%
Aviva
164
Aviva
United Kingdom
$55.4M +$2.69M +37,077 +5%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$53.6M -$75.9K -1,046 -0.1%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$53.2M +$7.25M +99,931 +15%
FMI
167
Factory Mutual Insurance
Massachusetts
$53M -$8.6M -118,558 -14%
Royal London Asset Management
168
Royal London Asset Management
United Kingdom
$52M -$3.76M -51,822 -7%
FAF
169
Fjarde Ap-fonden
Sweden
$51.8M
BC
170
Birchview Capital
Vermont
$51.7M
MAM
171
Madison Asset Management
Wisconsin
$51.6M -$11.1M -152,360 -17%
GIA
172
Gateway Investment Advisers
Ohio
$51.2M -$1.79M -24,656 -3%
Balyasny Asset Management
173
Balyasny Asset Management
Illinois
$51.1M +$17.4M +239,352 +50%
Capital Research Global Investors
174
Capital Research Global Investors
California
$50.4M
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
$49.9M +$3.23M +44,558 +7%

BMY Hedge Fund Activity: Q3 2022 in Review

2,470 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2022, worth a combined $116B — down 7.7% from $126B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of BMY and 98 opened new positions — a net loss of 36 holders — while 1,017 trimmed existing stakes and 992 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 2,470 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2022, down from 2,538 in Q2 2022.
  • Funds reported $116B of Bristol-Myers Squibb stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 98 funds opened new Bristol-Myers Squibb positions in Q3 2022 and 134 closed out, a net change of -36 holders.
  • The largest Bristol-Myers Squibb buyer in Q3 2022 was Capital International Investors, an estimated $1.04B added.
  • The largest Bristol-Myers Squibb seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.