BMY icon

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 %
FNA
1926
First National Advisers
Nebraska
$414K +$183K +2,549 +80%
OMC
1927
Overbrook Management Corp
New York
$413K – – –
RRA
1928
Round Rock Advisors
Connecticut
$411K +$69.7K +969 +20%
GIA
1929
GHP Investment Advisors
Colorado
$410K +$6.19K +86 +2%
MFG
1930
Magnus Financial Group
New York
$410K +$51K +709 +14%
WAG
1931
Wallace Advisory Group
California
$410K +$410K +5,694 New
OWM
1932
OneAscent Wealth Management
Alabama
$409K +$575 +8 +0.1%
FC
1933
Forte Capital
New York
$408K +$56.8K +790 +16%
IGWM
1934
ICA Group Wealth Management
Colorado
$406K -$163K -2,258 -29%
GBT
1935
Grove Bank & Trust
Florida
$405K -$488K -6,785 -55%
MIM
1936
Morningstar Investment Management
Illinois
$403K +$403K +5,602 New
SWK
1937
Stephen W. Kidder
$402K +$402K +5,581 New
STA
1938
Summit Trail Advisors
New York
$401K -$41.9K -583 -9%
PPW
1939
Parcion Private Wealth
Washington
$401K – – –
ZIMP
1940
Zimmermann Investment Management & Planning
Pennsylvania
$400K +$400K +5,560 New
OFS
1941
OneAscent Financial Services
Alabama
$400K -$107K -1,480 -21%
RWM
1942
RBA Wealth Management
California
$400K -$3.89M -54,015 -91%
TFA
1943
Tranquilli Financial Advisor
New Jersey
$399K +$3.96K +55 +1%
FIBT
1944
First International Bank & Trust
North Dakota
$399K +$4.1K +57 +1%
LC
1945
Lavaca Capital
Texas
$398K -$9.27K -127 -2%
DI
1946
DAGCO Inc
Ohio
$398K -$10.4K -145 -3%
BBWP
1947
Beacon Bridge Wealth Partners
Pennsylvania
$398K +$398K +5,527 New
CICI
1948
Capital Investment Counsel Inc
North Carolina
$396K +$90.4K +1,256 +30%
AA
1949
Alta Advisers
United Kingdom
$396K – – –
MWM
1950
Mattern Wealth Management
Kansas
$396K – – –
76 77
78
79 80