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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,464 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,058 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.86%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,058
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$428M
3
Wells Fargo
Wells Fargo
California
+$174M
4
Barclays
Barclays
United Kingdom
+$134M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$127M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$284M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$277M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCWM
1951
Royal Capital Wealth Management
Indiana
$329K -$11.5K -180 -3%
FC
1952
Forte Capital
New York
$328K -$34.6K -541 -10%
PA
1953
PSI Advisors
Florida
$328K +$30.3K +473 +10%
EF
1954
Exeter Financial
Arizona
$326K -$3.14K -50 -1%
CST
1955
Charles Schwab Trust
Nevada
$326K -$157K -2,433 -33%
PHIC
1956
Pine Haven Investment Counsel
Massachusetts
$325K -$13.1K -205 -4%
NJBEST
1957
New Jersey Better Educational Savings Trust
New Jersey
$324K – – –
AW
1958
Avion Wealth
Texas
$323K +$5.29K +83 +2%
IPW
1959
Impact Partnership Wealth
Georgia
$323K +$323K +5,050 New
OCM
1960
Osterweis Capital Management
California
$323K +$133K +2,072 +70%
ML
1961
McAdam LLC
Pennsylvania
$322K +$1.22K +19 +0.4%
BFAG
1962
Blackston Financial Advisory Group
Florida
$322K -$14.1K -221 -4%
SB
1963
Strategic Blueprint
Georgia
$320K +$10.1K +158 +3%
IAIM
1964
Industrial Alliance Investment Management
Quebec, Canada
$320K -$21.9M -342,172 -99%
HIC
1965
Harvey Investment Company
Kentucky
$320K – – –
FCIM
1966
Fairview Capital Investment Management
California
$320K – – –
HA
1967
Harbor Advisors
Florida
$320K – – –
BMCM
1968
Black Maple Capital Management
Wisconsin
$320K +$320K +5,000 New
PFGIA
1969
Patriot Financial Group Insurance Agency
Massachusetts
$319K -$8.7K -136 -3%
DI
1970
DAGCO Inc
Ohio
$319K -$34.9K -545 -10%
FB
1971
First Bancorp
Maine
$319K -$6.27K -98 -2%
LIA
1972
LS Investment Advisors
Michigan
$318K – – –
TAM
1973
Trillium Asset Management
Massachusetts
$318K -$30.5K -478 -9%
LIG
1974
Lokken Investment Group
Delaware
$318K +$25.5K +398 +9%
EFM
1975
E Fund Management
China
$317K -$30.1K -471 -9%
77 78
79
80 81