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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 %
QC
2001
Quent Capital
New York
$362K +$20.2K +281 +6%
SC
2002
Sepio Capital
Utah
$361K -$1.86M -25,860 -84%
AW
2003
Avion Wealth
Texas
$361K – – –
HIC
2004
Harvey Investment Company
Kentucky
$360K – – –
HA
2005
Harbor Advisors
Florida
$360K – – –
BFM
2006
Boothbay Fund Management
New York
$359K -$3.75M -52,106 -91%
ACM
2007
Antonetti Capital Management
Florida
$358K -$14.1K -196 -4%
LIA
2008
LS Investment Advisors
Michigan
$358K – – –
WCG
2009
Weaver Consulting Group
California
$355K -$45.7K -635 -11%
KOC
2010
Koss-Olinger Consulting
Florida
$355K +$97.6K +1,358 +38%
TSS
2011
Two Sigma Securities
New York
$354K -$243K -3,384 -41%
LPAM
2012
Lodestar Private Asset Management
California
$354K +$354K +4,927 New
APWM
2013
Atlas Private Wealth Management
New York
$353K – – –
CWP
2014
Core Wealth Partners
California
$353K +$353K +2,507 New
EP
2015
Edgestream Partners
New Jersey
$352K -$750K -10,422 -68%
NB
2016
Northwest Bancshares
Pennsylvania
$351K -$107K -1,490 -23%
LIM
2017
Lathrop Investment Management
Arkansas
$351K -$15.7K -218 -4%
FA
2018
Financial Advisors
Massachusetts
$351K -$48.9K -680 -12%
JF
2019
Joule Financial
Kentucky
$351K +$351K +4,874 New
FA
2020
Fagan Associates
New York
$350K – – –
CF
2021
Corrigan Financial
Rhode Island
$350K -$2.59K -36 -0.7%
HS
2022
Horan Securities
United States
$350K +$56.7K +788 +19%
FPCM
2023
Financial Partners Capital Management
New York
$349K – – –
TCOO
2024
Trust Company of Oklahoma
Oklahoma
$348K +$72 +1 +0%
SAM
2025
Satovsky Asset Management
New York
$348K +$2.45K +34 +0.7%
79 80
81
82 83