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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,588 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 1,001 increasing their positions, 962 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+132
Holders Change %
+5.37%
% of All Funds
41.76%
Holding in Top 10
75
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-33.63%
% of All Funds
1.21%
New
263
Increased
1,001
Reduced
962
Closed
86
Calls
$2.26B
Puts
$1.82B
Net Calls
+$440M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$420M
2
AWA
Arete Wealth Advisors
Illinois
+$282M
3
Boston Partners
Boston Partners
Massachusetts
+$261M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$219M
5
Citadel Advisors
Citadel Advisors
Florida
+$206M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.76B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$776M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$629M
4
Franklin Resources
Franklin Resources
California
-$429M
5
Bank of America
Bank of America
North Carolina
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
1801
Merrion Investment Management
New Jersey
$503K – – –
MA
1802
Momentum Advisors
New York
$502K +$1.37K +19 +0.3%
SAS
1803
Stelac Advisory Services
New York
$501K -$50.7K -704 -9%
MWA
1804
Meridian Wealth Advisors
Texas
$500K -$13.7K -190 -3%
FG
1805
Foster Group
Iowa
$499K +$10.6K +148 +2%
SP
1806
Successful Portfolios
Florida
$499K -$1.08K -15 -0.2%
CBFP
1807
Cedar Brook Financial Partners
Ohio
$498K +$79.9K +1,110 +19%
VCP
1808
Verus Capital Partners
Arizona
$497K -$2.59K -36 -0.5%
SWMG
1809
Sanchez Wealth Management Group
Florida
$496K – – –
OBGC
1810
O'Brien Greene & Co
Pennsylvania
$495K -$1.14M -15,852 -70%
BCM
1811
Becker Capital Management
Oregon
$494K – – –
HCM
1812
Hilton Capital Management
New York
$494K – – –
GCM
1813
Gables Capital Management
Florida
$494K -$7.2K -100 -1%
RAG
1814
RIA Advisory Group
Iowa
$490K +$490K +6,812 New
PFA
1815
Pure Financial Advisors
California
$489K -$25.8K -358 -5%
ATFA
1816
All Terrain Financial Advisors
Minnesota
$488K – – –
GA
1817
Geller Advisors
New York
$488K +$21K +292 +4%
CRWM
1818
Castle Rock Wealth Management
California
$487K +$62.3K +853 +15%
AIP
1819
Almanack Investment Partners
Pennsylvania
$486K -$9.43K -131 -2%
CVM
1820
Cheviot Value Management
California
$486K – – –
TLCM
1821
Twin Lakes Capital Management
California
$485K +$3.31K +46 +0.7%
CAM
1822
Columbia Asset Management
Michigan
$484K – – –
PA
1823
Parkside Advisors
California
$482K +$255K +3,545 +112%
PCC
1824
Park Circle Company
Maryland
$482K – – –
AWM
1825
Avior Wealth Management
Nebraska
$482K +$43.3K +602 +10%
71 72
73
74 75