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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,464 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,058 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.86%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,058
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$428M
3
Wells Fargo
Wells Fargo
California
+$174M
4
Barclays
Barclays
United Kingdom
+$134M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$127M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$284M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$277M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
1826
Eastern Bank
Massachusetts
$414K -$6.59K -103 -2%
FWA
1827
FSM Wealth Advisors
Ohio
$414K +$75K +1,195 +22%
AWA
1828
Acorn Wealth Advisors
Michigan
$413K +$639 +10 +0.2%
AMG
1829
Advisors Management Group
Wisconsin
$412K – – –
KWMG
1830
King Wealth Management Group
Florida
$412K +$7.23K +113 +2%
RZH
1831
Relyea Zuckerberg Hanson
Connecticut
$409K +$129K +2,023 +46%
CFSG
1832
Clark Financial Services Group
Missouri
$409K -$320 -5 -0.1%
ARMT
1833
Amica Retiree Medical Trust
Rhode Island
$409K -$26.1K -408 -6%
BMCM
1834
Bryn Mawr Capital Management
Pennsylvania
$408K +$163K +2,542 +66%
AA
1835
Apriem Advisors
California
$408K +$256 +4 +0.1%
MMM
1836
Mendel Money Management
Illinois
$406K +$2.75K +43 +0.7%
FCP
1837
Fidelis Capital Partners
Florida
$406K +$20.4K +319 +5%
SW
1838
SlateStone Wealth
Florida
$405K +$64 +1 +0%
FCA
1839
FLC Capital Advisors
California
$405K – – –
WAG
1840
Wallace Advisory Group
California
$405K – – –
BCM
1841
Becker Capital Management
Oregon
$404K -$58.3K -911 -13%
MIM
1842
Morningstar Investment Management
Illinois
$404K – – –
IA
1843
Insight Advisors
Pennsylvania
$403K +$2.43K +38 +0.6%
NECFA
1844
New England Capital Financial Advisors
Connecticut
$403K +$512 +8 +0.1%
PWM
1845
Prentice Wealth Management
New York
$402K +$54.4K +850 +16%
GBT
1846
Grove Bank & Trust
Florida
$400K +$6.27K +98 +2%
LOPW
1847
Live Oak Private Wealth
North Carolina
$400K – – –
IIM
1848
Ironwood Investment Management
Massachusetts
$399K – – –
ACA
1849
Atlas Capital Advisors
Wyoming
$399K -$64.3K -1,005 -14%
GA
1850
GraniteShares Advisors
New York
$398K -$10.2K -159 -2%
72 73
74
75 76