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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 %
APW
2051
Aurora Private Wealth
New Jersey
$335K +$22K +306 +7%
PA
2052
PSI Advisors
Florida
$335K -$290K -4,037 -46%
CGH
2053
CMG Global Holdings
Texas
$334K – – –
RZH
2054
Relyea Zuckerberg Hanson
Connecticut
$334K +$58K +806 +21%
WA1
2055
Wimmer Associates 1
California
$334K – – –
SAM
2056
SignalPoint Asset Management
Missouri
$332K -$17.8K -248 -5%
WFMPM
2057
Woodley Farra Manion Portfolio Management
Indiana
$331K – – –
W
2058
WPWealth
Texas
$331K +$331K +4,607 New
BAM
2059
Bosun Asset Management
Illinois
$331K -$7.2K -100 -2%
BWM
2060
BCS Wealth Management
Tennessee
$330K -$39K -541 -11%
SPWM
2061
Schrum Private Wealth Management
Florida
$329K – – –
GDP
2062
Great Diamond Partners
Maine
$329K +$2.23K +31 +0.7%
IUHSA
2063
Itau Unibanco Holding S.A.
Brazil
$329K -$5.06M -70,261 -94%
AO
2064
Advisor OS
Illinois
$328K +$62.4K +867 +23%
AC
2065
Asio Capital
Kentucky
$328K – – –
TC
2066
Trilogy Capital
California
$328K +$61.4K +853 +23%
WP
2067
Waycross Partners
Kentucky
$328K – – –
OHIS
2068
Oak Harvest Investment Services
Texas
$328K -$10.7K -149 -3%
WOC
2069
West Oak Capital
California
$327K -$39.6K -550 -11%
C
2070
Covestor
United Kingdom
$327K -$31.7K -441 -9%
WBC
2071
West Branch Capital
Massachusetts
$327K +$576 +8 +0.2%
PAM
2072
Premier Asset Management
Illinois
$327K -$54.5K -757 -14%
CAWM
2073
Capital Advisors Wealth Management
Washington
$327K +$99.6K +1,384 +44%
SWM
2074
Sugarloaf Wealth Management
Georgia
$326K -$64.3K -894 -16%
SIG
2075
Spinnaker Investment Group
California
$326K +$10.8K +150 +3%
81 82
83
84 85