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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 %
HFAS
2076
Hummer Financial Advisory Services
Illinois
$324K -$16.2K -225 -5%
BWG
2077
Beta Wealth Group
California
$324K +$324K +4,500 New
TIA
2078
Tiemann Investment Advisors
California
$322K +$18K +250 +6%
KCM
2079
Kathmere Capital Management
Pennsylvania
$322K +$322K +4,481 New
TA
2080
Tiedemann Advisors
New York
$322K +$11.2K +155 +4%
I
2081
INVST
Indiana
$322K -$799 -11 -0.2%
MPW
2082
Monterey Private Wealth
California
$322K -$23.2K -322 -7%
SHA
2083
Seneca House Advisors
Virginia
$322K +$72.2K +1,003 +29%
NFP
2084
Narus Financial Partners
Utah
$321K – – –
ZB
2085
Zions Bancorporation
Utah
$320K -$1.69M -23,487 -84%
WAM
2086
Wakefield Asset Management
Colorado
$319K +$319K +4,439 New
FMP
2087
Financial Management Professionals
Texas
$319K +$36K +499 +13%
PRS
2088
Pinkerton Retirement Specialists
Idaho
$318K +$318K +4,424 New
CFO
2089
CVA Family Office
Colorado
$318K -$22.1K -307 -6%
OL
2090
Optas LLC
Texas
$318K -$16K -223 -5%
BW
2091
Bison Wealth
Georgia
$318K -$27.1K -376 -8%
CYG
2092
Clean Yield Group
Vermont
$317K +$34.7K +482 +12%
DPI
2093
Diversified Portfolios Inc
Michigan
$317K -$272K -3,786 -46%
BSSFA
2094
Baron Silver Stevens Financial Advisors
Florida
$316K +$316K +4,387 New
KWA
2095
Kellett Wealth Advisors
Ohio
$316K – – –
CHA
2096
Carmichael Hill & Associates
Maryland
$314K – – –
HCM
2097
Hutchinson Capital Management
California
$313K +$935 +13 +0.3%
AFT
2098
Alpha Family Trust
California
$312K +$312K +4,330 New
NWMG
2099
National Wealth Management Group
Ohio
$311K +$311K +4,328 New
CCM
2100
Condor Capital Management
New Jersey
$311K +$4.17K +58 +1%
82 83
84
85 86