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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 %
AWM
1851
Accurate Wealth Management
Florida
$466K -$89.4K -1,247 -16%
MFWP
1852
Mosaic Family Wealth Partners
Missouri
$465K +$465K +6,463 New
AWA
1853
Acorn Wealth Advisors
Michigan
$464K -$7.84K -109 -2%
FMC
1854
First Merchants Corp
Indiana
$463K +$101K +1,400 +28%
PGA
1855
Portland Global Advisors
Maine
$459K – – –
AA
1856
Apriem Advisors
California
$459K +$74.7K +1,038 +19%
ACM
1857
AlphaStar Capital Management
North Carolina
$458K -$19.9K -277 -4%
PWP
1858
Phillips Wealth Planners
Mississippi
$458K +$458K +6,260 New
FPCP
1859
Fort Point Capital Partners
California
$457K +$648 +9 +0.1%
SNBOSCI
1860
Security National Bank of Sioux City Iowa
Iowa
$457K – – –
FCA
1861
FLC Capital Advisors
California
$455K -$1.3K -18 -0.3%
CFSG
1862
Clark Financial Services Group
Missouri
$455K +$5.18K +72 +1%
KWMG
1863
King Wealth Management Group
Florida
$452K +$144 +2 +0%
KIG
1864
Kowal Investment Group
Wisconsin
$451K +$51.1K +710 +13%
MMM
1865
Mendel Money Management
Illinois
$450K +$6.69K +93 +2%
BHBT
1866
Burke & Herbert Bank & Trust
Virginia
$450K -$9.14K -127 -2%
IIM
1867
Ironwood Investment Management
Massachusetts
$449K – – –
RA
1868
Riversedge Advisors
Delaware
$447K +$12.1K +168 +3%
CCP
1869
Cassia Capital Partners
North Carolina
$446K +$446K +6,196 New
CBB
1870
Citizens Business Bank
California
$446K +$4.68K +65 +1%
PSB
1871
Piscataqua Savings Bank
New Hampshire
$445K – – –
MCM
1872
Maple Capital Management
Vermont
$445K +$7.56K +105 +2%
SS
1873
Sunbelt Securities
Texas
$443K +$43.6K +606 +11%
NAS
1874
Nicolet Advisory Services
Wisconsin
$442K +$123K +1,708 +38%
MWM
1875
Moran Wealth Management
Florida
$442K +$442K +6,140 New
73 74
75
76 77