BMY icon

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 %
MCM
1976
McRae Capital Management
New Jersey
$317K -$12.9M -202,442 -98%
TPA
1977
Trivium Point Advisory
Connecticut
$317K -$17.8K -279 -5%
JSL
1978
JT Stratford LLC
Georgia
$315K +$4.09K +64 +1%
GSC
1979
Grey Street Capital
Illinois
$315K +$315K +4,918 New
GDP
1980
Great Diamond Partners
Maine
$314K +$16.5K +258 +6%
DS
1981
DRW Securities
Illinois
$313K -$401K -6,281 -56%
BWA
1982
Burt Wealth Advisors
Maryland
$313K -$22.3K -348 -7%
GAM
1983
Gemmer Asset Management
California
$313K -$148K -2,316 -32%
HIP
1984
HUB Investment Partners
Texas
$312K -$27.8K -434 -8%
BWA
1985
BDO Wealth Advisors
Florida
$312K +$214K +3,353 +219%
IIC
1986
Integrated Investment Consultants
Michigan
$312K -$38.6K -604 -11%
TWM
1987
Thrive Wealth Management
Pennsylvania
$312K -$32.9K -515 -10%
BA
1988
Bristlecone Advisors
Washington
$311K +$18.4K +287 +6%
KWM
1989
Kolinsky Wealth Management
New Jersey
$311K -$40.6K -634 -12%
CF
1990
Corrigan Financial
Rhode Island
$311K +$64 +1 +0%
HA
1991
Hamel Associates
New Jersey
$311K -$67.1K -1,050 -18%
CMI
1992
Clare Market Investments
Texas
$310K -$37.9K -592 -11%
TCOO
1993
Trust Company of Oklahoma
Oklahoma
$310K – – –
I
1994
INVST
Indiana
$309K +$18.5K +289 +6%
GCA
1995
Gradient Capital Advisors
California
$309K +$2.94K +46 +1%
SAM
1996
Secure Asset Management
Michigan
$309K +$8.38K +131 +3%
B
1997
Bridgeworth
Alabama
$308K -$26.9K -421 -8%
SMWM
1998
Silvia McColl Wealth Management
California
$307K – – –
FA
1999
Fagan Associates
New York
$306K -$4.8K -75 -2%
LPAM
2000
Lodestar Private Asset Management
California
$306K -$9.4K -147 -3%
78 79
80
81 82