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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 %
CCM
1876
Community Capital Management
Florida
$416K – – –
RW
1877
Rede Wealth
Virginia
$416K – – –
APWM
1878
Argonautica Private Wealth Management
Massachusetts
$414K +$485 +7 +0.1%
AWP
1879
Ascent Wealth Partners
New York
$413K – – –
IGGA
1880
Iron Gate Global Advisors
Utah
$411K +$2.77K +40 +0.7%
FCP
1881
Fidelis Capital Partners
Florida
$411K +$411K +6,026 New
HA
1882
Hamel Associates
New Jersey
$410K – – –
EGA
1883
E&G Advisors
Texas
$409K +$6.93K +100 +2%
SAM
1884
Satovsky Asset Management
New York
$407K +$71.9K +1,038 +21%
LGWM
1885
Litman Gregory Wealth Management
California
$407K +$407K +5,873 New
GFL
1886
Granite FO LLC
New Hampshire
$407K +$407K +6,096 New
HCM
1887
Hall Capital Management
Rhode Island
$407K – – –
TFA
1888
Tranquilli Financial Advisor
New Jersey
$406K +$21.7K +313 +6%
PVI
1889
Pine Valley Investments
New Jersey
$406K +$406K +6,640 New
WAG
1890
Wallace Advisory Group
California
$405K +$10.1K +146 +3%
FWM
1891
Focused Wealth Management
New York
$404K -$2.84K -41 -0.7%
SFG
1892
SNS Financial Group
Minnesota
$404K -$10.1K -146 -2%
RA
1893
Riversedge Advisors
Delaware
$403K -$27.3K -394 -6%
TFCP
1894
Twin Focus Capital Partners
Massachusetts
$402K +$3.54K +51 +0.9%
SAA
1895
Southeast Asset Advisors
Georgia
$400K – – –
MFC
1896
Mechanics Financial Corp
Ohio
$400K -$88.2K -1,273 -18%
SLG
1897
Stanley-Laman Group
Pennsylvania
$400K +$400K +5,773 New
GWCM
1898
Godshalk Welsh Capital Management
Pennsylvania
$399K -$6.93K -100 -2%
MCM
1899
Maple Capital Management
Vermont
$398K -$29.9K -432 -7%
OMC
1900
Overbrook Management Corp
New York
$398K – – –
74 75
76
77 78