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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 %
BAS
2001
Brown Advisory Securities
Maryland
$337K -$81.8K -1,113 -20%
IWP
2002
Insight Wealth Partners
Texas
$337K -$61.7K -844 -15%
LAI
2003
Legal Advantage Investments
California
$336K +$14.5K +198 +5%
SFP
2004
Shepherd Financial Partners
Massachusetts
$336K +$336K +4,607 New
WA
2005
Waverly Advisors
Alabama
$335K -$56.6K -775 -14%
GWA
2006
GGM Wealth Advisors
Maryland
$335K +$917 +12 +0.3%
AC
2007
Apella Capital
Connecticut
$335K +$2.78K +38 +0.8%
WAG
2008
Winthrop Advisory Group
Massachusetts
$335K +$28.4K +387 +9%
AC
2009
Asio Capital
Kentucky
$333K -$21.9K -300 -6%
WP
2010
Waycross Partners
Kentucky
$333K – – –
FMC
2011
First Merchants Corp
Indiana
$332K -$10K -137 -3%
SIG
2012
Spinnaker Investment Group
California
$332K +$40.7K +555 +14%
SF
2013
Symphony Financial
Texas
$332K +$54.9K +711 +20%
SBWIC
2014
Schaper Benz & Wise Investment Counsel
Wisconsin
$332K +$92.2K +1,263 +38%
DWM
2015
Dakota Wealth Management
Florida
$332K +$332K +4,540 New
MGIM
2016
M&G Investment Management
United Kingdom
$331K -$56.7K -777,289 -15%
PFA
2017
Pure Financial Advisors
California
$329K +$56K +767 +20%
BW
2018
Bison Wealth
Georgia
$328K -$12.2K -167 -4%
CGH
2019
CMG Global Holdings
Texas
$328K +$5.41K +74 +2%
IIC
2020
Integrated Investment Consultants
Michigan
$328K +$26.6K +364 +9%
FOA
2021
Five Oceans Advisors
California
$325K +$14K +191 +4%
SB
2022
Strategic Blueprint
Georgia
$324K -$948 -13 -0.3%
FIA
2023
Foundations Investment Advisors
Arizona
$323K -$46.8K -604 -13%
MW
2024
MBL Wealth
North Carolina
$321K +$321K +4,395 New
NCM
2025
Northside Capital Management
Oregon
$320K – – –
79 80
81
82 83