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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,525 hedge funds and large institutions have $111B invested in Bristol-Myers Squibb in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,048 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
-63
Holders Change %
-2.43%
% of All Funds
40.41%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
1.09%
New
124
Increased
1,048
Reduced
1,007
Closed
136
Calls
$1.6B
Puts
$1.03B
Net Calls
+$568M
Net Calls Change
+$129M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$603M
2
Boston Partners
Boston Partners
Massachusetts
+$297M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$268M
4
BlackRock
BlackRock
New York
+$198M
5
Ameriprise
Ameriprise
Minnesota
+$169M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$680M
2
EWA
EP Wealth Advisors
California
-$306M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$297M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSB
1851
Piscataqua Savings Bank
New Hampshire
$429K – – –
ST
1852
Sabal Trust
Florida
$428K -$116K -1,667 -21%
FMC
1853
First Merchants Corp
Indiana
$428K -$18.6K -269 -4%
PWP
1854
Phillips Wealth Planners
Mississippi
$428K -$410 -6 -0.1%
HI
1855
Hudock Inc
Pennsylvania
$428K +$17.6K +254 +4%
SWM
1856
Silverlake Wealth Management
Vermont
$428K -$83.9K -1,211 -16%
GBT
1857
Grove Bank & Trust
Florida
$427K +$36.5K +527 +9%
BAM
1858
Blueshift Asset Management
New Jersey
$427K +$12.3K +177 +3%
MFFIA
1859
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$426K +$76.2K +1,100 +22%
PMIA
1860
Patrick Mauro Investment Advisor
Illinois
$426K -$23.4K -338 -5%
HIIFS
1861
Harel Insurance Investments & Financial Services
Israel
$425K -$102K -1,499 -19%
BCCM
1862
Bridge Creek Capital Management
Massachusetts
$425K +$3.47K +50 +0.8%
MFWP
1863
Mosaic Family Wealth Partners
Missouri
$424K -$23.6K -341 -5%
BHBT
1864
Burke & Herbert Bank & Trust
Virginia
$424K -$9.29K -134 -2%
RDFA
1865
Ritter Daniher Financial Advisory
Ohio
$423K – – –
SS
1866
Sunbelt Securities
Texas
$423K +$2.59K +38 +0.6%
CCP
1867
Cassia Capital Partners
North Carolina
$422K -$7.42K -107 -2%
HFG
1868
Heron Financial Group
New York
$422K -$66.1K -954 -14%
FSA
1869
Fort Sheridan Advisors
Illinois
$421K +$13.9K +200 +3%
IA
1870
IFG Advisors
Missouri
$419K – – –
FIBT
1871
First International Bank & Trust
North Dakota
$418K +$34K +491 +9%
JCIA
1872
Jackson Creek Investment Advisors
Colorado
$418K +$418K +6,024 New
ICM
1873
IMS Capital Management
Oregon
$416K -$2.15K -31 -0.5%
CFP
1874
Catalyst Financial Partners
Massachusetts
$416K +$10.1K +145 +2%
VWA
1875
V Wealth Advisors
Kansas
$416K +$46.9K +677 +13%
73 74
75
76 77