BMY icon

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 %
DW
1751
Domani Wealth
Pennsylvania
$537K +$6.07K +83 +1%
GVAG
1752
Great Valley Advisor Group
Delaware
$537K +$37.4K +526 +7%
BOS
1753
Bank of Stockton
California
$536K +$804 +11 +0.2%
KWS
1754
Keystone Wealth Services
California
$536K +$26.1K +357 +5%
BRM
1755
Boston Research & Management
Massachusetts
$533K +$21.3K +292 +4%
FFWM
1756
Future Financial Wealth Management
Ohio
$533K +$45.1K +617 +9%
LA
1757
Legacy Advisors
Pennsylvania
$533K +$64.3K +880 +14%
FLAM
1758
First Light Asset Management
Minnesota
$530K – – –
CIA
1759
Cohen Investment Advisors
New Hampshire
$530K +$6.58K +90 +1%
SWM
1760
Silverlake Wealth Management
Vermont
$529K +$6.94K +95 +1%
MAA
1761
Matrix Asset Advisors
New York
$525K -$72.9K -997 -12%
FFA
1762
Founders Financial Alliance
North Carolina
$525K -$41.6K -570 -7%
NSCM
1763
New South Capital Management
Tennessee
$525K – – –
RCM
1764
RB Capital Management
Nevada
$525K +$6.14K +84 +1%
PIP
1765
Peachtree Investment Partners
Florida
$525K +$250K +3,415 +91%
LWANC
1766
Laurel Wealth Advisors (North Carolina)
North Carolina
$524K – – –
BHBT
1767
Burke & Herbert Bank & Trust
Virginia
$523K -$121K -1,659 -19%
SP
1768
Successful Portfolios
Florida
$523K -$11K -150 -2%
CIC
1769
Chilton Investment Company
Connecticut
$523K – – –
SWIM
1770
Smallwood Wealth Investment Management
New Jersey
$523K +$523K +7,163 New
JFA
1771
JNBA Financial Advisors
Minnesota
$522K – – –
CSI
1772
Cross Staff Investments
New York
$522K +$438 +6 +0.1%
BAAM
1773
Baker Avenue Asset Management
California
$522K +$522K +7,143 New
HAS
1774
HBW Advisory Services
California
$521K +$28.3K +387 +6%
AWM
1775
Angeles Wealth Management
California
$521K +$521K +7,139 New
69 70
71
72 73