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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 %
EWM
2076
Endurance Wealth Management
Rhode Island
$291K -$365 -5 -0.1%
WCF
2077
West Coast Financial
California
$291K +$18.7K +256 +7%
DA
2078
Dillon & Associates
Michigan
$289K – – –
SWRP
2079
Summit Wealth & Retirement Planning
California
$289K +$8.77K +120 +3%
DA
2080
DSC Advisors
Illinois
$289K +$289K +3,953 New
FNBOMD
2081
First National Bank of Mount Dora
Florida
$288K -$32.8K -450 -10%
SFG
2082
StrategIQ Financial Group
Indiana
$288K -$28.6K -392 -9%
ACM
2083
AUA Capital Management
Pennsylvania
$288K – – –
MPW
2084
MA Private Wealth
California
$288K +$1.75K +24 +0.6%
WAM
2085
Watershed Asset Management
California
$288K +$288K +3,937 New
CYG
2086
Clean Yield Group
Vermont
$287K -$113K -1,552 -28%
WCA
2087
Westover Capital Advisors
Delaware
$287K -$13.9K -190 -5%
DAM
2088
Doheny Asset Management
California
$287K – – –
PWC
2089
PYA Waltman Capital
Tennessee
$287K – – –
HCMG
2090
Howard Capital Management Group
California
$287K – – –
ICG
2091
InterOcean Capital Group
Tennessee
$287K +$2.12K +29 +0.7%
GEA
2092
Glen Eagle Advisors
New Jersey
$287K +$77.7K +1,064 +37%
PCP
2093
Proficio Capital Partners
Massachusetts
$286K -$97.5K -1,335 -25%
CWM
2094
Connecticut Wealth Management
Connecticut
$286K -$9.13K -125 -3%
SRIM
2095
Saratoga Research & Investment Management
California
$286K -$4.23K -58 -1%
MFG
2096
Magnus Financial Group
New York
$286K +$43.7K +599 +18%
DC
2097
DeDora Capital
California
$286K +$286K +3,922 New
RPA
2098
Rock Point Advisors
Vermont
$285K -$14.6K -200 -5%
KWM
2099
Keebeck Wealth Management
Illinois
$283K – – –
SCA
2100
Sandy Cove Advisors
Massachusetts
$283K – – –
82 83
84
85 86