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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 %
HCM
2026
Hutchinson Capital Management
California
$320K +$2.77K +38 +0.9%
SMA
2027
Sage Mountain Advisors
Georgia
$319K -$80.3K -1,101 -20%
AWAG
2028
ARS Wealth Advisors Group
Florida
$319K -$2.85K -39 -0.9%
ESBC
2029
E.S. Barr & Co
Kentucky
$319K – – –
RCG
2030
Rock Creek Group
District of Columbia
$319K +$96.2K +1,316 +43%
IC
2031
Inscription Capital
Texas
$315K -$1.84K -25 -0.6%
TCM
2032
Towercrest Capital Management
Pennsylvania
$315K – – –
OWM
2033
OneAscent Wealth Management
Alabama
$314K -$18.7K -256 -6%
KPCM
2034
Kings Point Capital Management
New York
$313K – – –
SRC
2035
Sage Rhino Capital
California
$311K -$804 -11 -0.3%
DIM
2036
Delta Investment Management
California
$311K – – –
FSC
2037
Full Sail Capital
Oklahoma
$310K -$10.1K -139 -3%
PO
2038
Private Ocean
California
$310K +$657 +9 +0.2%
WAM
2039
Walker Asset Management
Missouri
$310K +$2.26K +31 +0.7%
KTA
2040
Keeley-Teton Advisors
Illinois
$309K – – –
WBC
2041
West Branch Capital
Massachusetts
$308K -$21.4K -292 -6%
KWM
2042
Kolinsky Wealth Management
New Jersey
$307K -$15.9K -218 -5%
GFP
2043
Gryphon Financial Partners
Ohio
$307K +$5.19K +71 +2%
SW
2044
SkyOak Wealth
Michigan
$306K +$219 +3 +0.1%
CSWM
2045
Cassady Schiller Wealth Management
Ohio
$306K +$14.8K +203 +5%
SWM
2046
Segment Wealth Management
Texas
$305K -$18.6K -255 -6%
TWM
2047
Thrive Wealth Management
Pennsylvania
$305K +$45.8K +628 +18%
JWA
2048
JFS Wealth Advisors
Pennsylvania
$304K +$21.9K +301 +8%
WFA
2049
WestHill Financial Advisors
California
$303K -$43.9K -600 -13%
CNB
2050
Camden National Bank
Maine
$303K -$40.1K -550 -12%
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82
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