BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

2,502 hedge funds and large institutions have $118B invested in Bristol-Myers Squibb in 2022 Q1 according to their latest regulatory filings, with 211 funds opening new positions, 987 increasing their positions, 989 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,502
Holders Change
+70
Holders Change %
+2.88%
% of All Funds
39.59%
Holding in Top 10
85
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+32.81%
% of All Funds
1.35%
New
211
Increased
987
Reduced
989
Closed
114
Calls
$2.4B
Puts
$2B
Net Calls
+$392M
Net Calls Change
-$9.36M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.67B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$909M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$767M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$319M
5
Goldman Sachs
Goldman Sachs
New York
+$300M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$557M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$324M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$291M
4
Norges Bank
Norges Bank
Norway
-$263M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
1951
Harbor Advisors
Florida
$365K – – –
VNB
1952
Virginia National Bank
Virginia
$365K +$365K +4,997 New
CPSAC
1953
Chas P. Smith & Associates (CPS)
Florida
$364K -$5.27K -72 -1%
RCWM
1954
Royal Capital Wealth Management
Indiana
$364K +$292 +4 +0.1%
LIA
1955
LS Investment Advisors
Michigan
$363K – – –
BFA
1956
Brendel Financial Advisors
New Hampshire
$363K – – –
PPW
1957
Pinnacle Private Wealth
Massachusetts
$363K +$3.88K +53 +1%
BCM
1958
BTR Capital Management
California
$363K +$5.84K +80 +2%
MA
1959
MONECO Advisors
Connecticut
$360K -$8.25K -113 -2%
MA
1960
MBA Advisors
Pennsylvania
$359K – – –
FBFS
1961
First Business Financial Services
Wisconsin
$358K – – –
CFO
1962
CVA Family Office
Colorado
$358K +$55K +753 +18%
BFAG
1963
Blackston Financial Advisory Group
Florida
$358K +$83.1K +1,404 +30%
TCOO
1964
Trust Company of Oklahoma
Oklahoma
$357K -$7.23K -99 -2%
TFA
1965
Tranquilli Financial Advisor
New Jersey
$357K +$21.3K +292 +6%
LIM
1966
Lathrop Investment Management
Arkansas
$356K +$76.1K +1,041 +27%
TW
1967
TrinityPoint Wealth
Connecticut
$356K +$109K +1,494 +44%
NICM
1968
Neo Ivy Capital Management
New York
$356K +$217K +2,965 +155%
FA
1969
Fagan Associates
New York
$355K – – –
SCM
1970
Sterneck Capital Management
Missouri
$354K -$139K -1,903 -28%
PP
1971
PDS Planning
Ohio
$354K +$51.1K +699 +17%
FPCM
1972
Financial Partners Capital Management
New York
$354K +$1.61K +22 +0.5%
SIA
1973
SkyView Investment Advisors
New Jersey
$353K -$21.3K -275 -6%
TCM
1974
Tradewinds Capital Management
Washington
$353K +$657 +9 +0.2%
LFA
1975
Legacy Financial Advisors
Kentucky
$353K +$27.2K +372 +8%
77 78
79
80 81