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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 %
KFA
2026
Kelleher Financial Advisors
New York
$348K – – –
TCM
2027
Teza Capital Management
Illinois
$348K +$348K +4,832 New
CIM
2028
Chiron Investment Management
New York
$347K – – –
FBFS
2029
First Business Financial Services
Wisconsin
$347K -$1.8K -25 -0.5%
GCA
2030
Gradient Capital Advisors
California
$346K -$1.73K -24 -0.5%
SMWM
2031
Silvia McColl Wealth Management
California
$346K +$346K +4,805 New
IC
2032
Inscription Capital
Texas
$345K – – –
CM
2033
Columbus Macro
Pennsylvania
$344K -$10.1K -140 -3%
OBWG
2034
Onyx Bridge Wealth Group
New York
$344K -$19.6K -269 -5%
AC
2035
Avestar Capital
New York
$344K +$56.9K +790 +20%
MIH
2036
Meitav Investment House
Israel
$344K – – –
ANBT
2037
American National Bank & Trust
Texas
$343K +$55.9K +777 +19%
LJHT
2038
Laurie J. Hall Trustee
$342K -$7.19K -100 -2%
VCM
2039
Vivaldi Capital Management
Illinois
$342K -$4.19K -59 -1%
WWM
2040
Windsor Wealth Management
Indiana
$341K -$1.9K -26 -0.6%
DIM
2041
Delta Investment Management
California
$341K +$144 +2 +0%
APIM
2042
Agate Pass Investment Management
Washington
$340K – – –
IF
2043
Intrua Financial
Texas
$339K -$55.5K -753 -14%
CWS
2044
Cypress Wealth Services
California
$338K +$8.2K +114 +2%
WFA
2045
WestHill Financial Advisors
California
$338K +$36K +500 +12%
WAG
2046
Winthrop Advisory Group
Massachusetts
$338K +$72 +1 +0%
CIM
2047
Contravisory Investment Management
Massachusetts
$337K +$337K +4,677 New
EFG
2048
Everhart Financial Group
Ohio
$336K -$118K -1,639 -26%
SAM
2049
Secure Asset Management
Michigan
$336K +$2.95K +41 +0.9%
HIP
2050
HUB Investment Partners
Texas
$335K -$2.73K -38 -0.8%
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82
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