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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 %
CWMU
1876
Caliber Wealth Management (Utah)
Utah
$440K +$440K +6,122 New
BFG
1877
Berger Financial Group
Minnesota
$440K -$7.56K -105 -2%
RDFA
1878
Ritter Daniher Financial Advisory
Ohio
$439K – – –
ML
1879
McAdam LLC
Pennsylvania
$439K +$38.8K +622 +10%
NCM
1880
Novare Capital Management
North Carolina
$439K -$378K -5,252 -46%
SHFA
1881
SC&H Financial Advisors
Maryland
$438K -$18K -250 -4%
BCCM
1882
Bridge Creek Capital Management
Massachusetts
$437K -$8.13K -113 -2%
JFA
1883
JNBA Financial Advisors
Minnesota
$437K -$21.6K -300 -5%
PFGIA
1884
Patriot Financial Group Insurance Agency
Massachusetts
$437K +$60.1K +836 +16%
TAM
1885
Trillium Asset Management
Massachusetts
$435K -$23.1K -321 -5%
IA
1886
IFG Advisors
Missouri
$435K – – –
TFA
1887
Triad Financial Advisors
North Carolina
$435K -$5.61K -78 -1%
ICM
1888
IMS Capital Management
Oregon
$434K -$233K -3,242 -35%
LOPW
1889
Live Oak Private Wealth
North Carolina
$432K -$115K -1,600 -21%
CCM
1890
Community Capital Management
Florida
$432K – – –
RW
1891
Rede Wealth
Virginia
$432K +$21.6K +300 +5%
SCFS
1892
S.C. Financial Services
Arizona
$431K +$38.8K +539 +10%
HWM
1893
Hohimer Wealth Management
Washington
$431K -$762K -10,590 -64%
BAM
1894
Blueshift Asset Management
New Jersey
$430K +$430K +5,977 New
SFG
1895
SNS Financial Group
Minnesota
$430K +$19K +264 +5%
AWP
1896
Ascent Wealth Partners
New York
$429K – – –
APWM
1897
Argonautica Private Wealth Management
Massachusetts
$429K +$429K +5,965 New
JDR
1898
Jay D. Rosenbaum
$429K +$41.8K +581 +11%
PP
1899
PDS Planning
Ohio
$426K +$5.54K +77 +1%
HI
1900
Hudock Inc
Pennsylvania
$426K +$72 +1 +0%
74 75
76
77 78