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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 %
KFA
1976
Kelleher Financial Advisors
New York
$352K – – –
HI
1977
Hendershot Investments
Virginia
$352K +$28.2K +386 +9%
I
1978
INVST
Indiana
$352K +$41.2K +541 +13%
VCM
1979
Vivaldi Capital Management
Illinois
$351K -$7.72K -102 -2%
MPW
1980
Monterey Private Wealth
California
$351K -$1.25K -17 -0.4%
TWM
1981
Tradition Wealth Management
Minnesota
$349K +$9.34K +128 +3%
VWA
1982
V Wealth Advisors
Kansas
$348K -$63.7K -872 -15%
HFAS
1983
Hummer Financial Advisory Services
Illinois
$348K – – –
SAM
1984
Satovsky Asset Management
New York
$346K +$2.85K +39 +0.8%
APIM
1985
Agate Pass Investment Management
Washington
$345K – – –
CF
1986
Corrigan Financial
Rhode Island
$345K +$73 +1 +0%
LSA
1987
L & S Advisors
California
$344K -$90.8K -1,242 -21%
WA1
1988
Wimmer Associates 1
California
$343K – – –
Financial Engines Advisors
1989
Financial Engines Advisors
California
$343K +$81.6K +1,111 +31%
SPWM
1990
Schrum Private Wealth Management
Florida
$342K – – –
SIA
1991
Soltis Investment Advisors
Utah
$342K +$5.4K +74 +2%
BHB
1992
Bank Hapoalim BM
Israel
$341K -$112K -1,531 -25%
SAM
1993
SignalPoint Asset Management
Missouri
$341K -$2.85K -39 -0.8%
LWM
1994
Liberty Wealth Management
California
$341K +$3.94K +54 +1%
EA
1995
Eudaimonia Advisors
Tennessee
$341K +$341K +4,672 New
AWP
1996
Ascent Wealth Partners
New York
$340K – – –
SFCL
1997
Strengthening Families & Communities LLC
Massachusetts
$340K +$49.3K +676 +17%
LA
1998
Latitude Advisors
Florida
$340K +$340K +4,658 New
OHIS
1999
Oak Harvest Investment Services
Texas
$339K -$67.2K -920 -17%
CA
2000
Carson Advisory
Georgia
$339K – – –
78 79
80
81 82