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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 %
SRC
2101
Sage Rhino Capital
California
$310K +$5.32K +74 +2%
TCM
2102
Towercrest Capital Management
Pennsylvania
$310K – – –
DA
2103
Doliver Advisors
Texas
$310K – – –
KAM
2104
KEB Asset Management
Illinois
$309K -$1.73K -24 -0.6%
CRI
2105
Colonial River Investments
Virginia
$309K +$15.4K +214 +5%
PCH
2106
PGIM Custom Harvest
New Jersey
$309K +$309K +4,296 New
RP
2107
Riverwater Partners
Wisconsin
$309K -$144K -2,003 -32%
SB
2108
Strategic Blueprint
Georgia
$309K +$49.9K +693 +19%
AFM
2109
Abbot Financial Management
Massachusetts
$307K +$30.6K +425 +11%
DDC
2110
DF Dent & Co
Maryland
$306K +$34.8K +484 +13%
JWA
2111
JFS Wealth Advisors
Pennsylvania
$306K +$504 +7 +0.2%
HI
2112
Hendershot Investments
Virginia
$306K -$14.2K -198 -4%
CBNLCF
2113
Cognios Beta Neutral Large Cap Fund
Kansas
$305K +$305K +4,243 New
HIC
2114
Hartline Investment Corp
Illinois
$305K +$305K +4,238 New
FWA
2115
FSM Wealth Advisors
Ohio
$305K -$82.3K -1,144 -21%
DWP
2116
Destiny Wealth Partners
Florida
$304K +$12.8K +178 +4%
AF
2117
Alerus Financial
North Dakota
$303K +$303K +4,218 New
HC
2118
Hourglass Capital
Texas
$303K – – –
FCFC
2119
First Citizens Financial Corp
Iowa
$302K – – –
BAM
2120
Byrne Asset Management
New Jersey
$302K -$82.3K -1,144 -21%
IIC
2121
Integrated Investment Consultants
Michigan
$302K +$17.6K +245 +6%
CWM
2122
Curi Wealth Management
North Carolina
$300K +$300K +4,171 New
WP
2123
Wedgewood Partners
Missouri
$300K -$89.8K -1,250 -23%
SF
2124
Symphony Financial
Texas
$299K +$6.03K +83 +2%
BWFA
2125
Baltimore-Washington Financial Advisors
Maryland
$299K -$863 -12 -0.3%
83 84
85
86 87