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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 %
AAA
1951
Adams Asset Advisors
Texas
$396K -$720 -10 -0.2%
EFM
1952
E Fund Management
China
$393K -$51.6K -717 -12%
LG
1953
Leuthold Group
Minnesota
$393K -$5.76K -80 -1%
MSA
1954
Marino Stram & Associates
Massachusetts
$390K -$105K -1,463 -21%
MA
1955
MBA Advisors
Pennsylvania
$390K – – –
KWM
1956
Kolinsky Wealth Management
New Jersey
$389K +$54.1K +753 +16%
SSW
1957
Smith Shellnut Wilson
Mississippi
$389K – – –
EFH
1958
Eaton Financial Holdings
Florida
$388K +$388K +5,391 New
SAM
1959
S.A. Mason
Michigan
$388K -$13.3K -185 -3%
PHIC
1960
Pine Haven Investment Counsel
Massachusetts
$386K – – –
RTC
1961
Riverview Trust Company
Washington
$386K -$47.3K -657 -11%
KFP
1962
KB Financial Partners
New Jersey
$386K +$31.1K +432 +9%
CAC
1963
Cowen and Company
New York
$385K -$627K -8,710 -62%
TPA
1964
Trivium Point Advisory
Connecticut
$385K -$2.77K -38 -0.7%
WAM
1965
Weatherly Asset Management
California
$384K – – –
RCA
1966
Ranch Capital Advisors
Florida
$384K – – –
BFAG
1967
Blackston Financial Advisory Group
Florida
$383K -$26.9K -373 -7%
MIC
1968
Meridian Investment Counsel
California
$383K – – –
VWA
1969
V Wealth Advisors
Kansas
$383K +$18.8K +262 +5%
BFPW
1970
BOK Financial Private Wealth
Colorado
$383K +$22.3K +310 +6%
VAM
1971
Verity Asset Management
North Carolina
$383K -$96.4K -1,340 -20%
FSC
1972
Full Sail Capital
Oklahoma
$382K +$71.6K +995 +23%
B
1973
Bridgeworth
Alabama
$381K -$44.8K -622 -11%
3IP
1974
3Chopt Investment Partners
Virginia
$380K +$380K +5,288 New
FB
1975
First Bancorp
Maine
$380K -$27.3K -380 -7%
77 78
79
80 81