BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

2,464 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,058 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.86%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,058
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$428M
3
Wells Fargo
Wells Fargo
California
+$174M
4
Barclays
Barclays
United Kingdom
+$134M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$127M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$284M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$277M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
2101
AAF Wealth Management
Massachusetts
$256K +$26.4K +412 +11%
WAM
2102
Walker Asset Management
Missouri
$255K +$1.86K +29 +0.7%
AC
2103
Avestar Capital
New York
$255K -$50.9K -795 -17%
RP
2104
Riverbridge Partners
Minnesota
$255K – – –
TA
2105
Tiedemann Advisors
New York
$254K -$102K -1,599 -29%
LFG
2106
Larson Financial Group
Missouri
$254K -$1.59M -24,927 -86%
OP
2107
ORG Partners
Indiana
$252K +$252K +3,919 New
HIC
2108
Hartline Investment Corp
Illinois
$251K -$20.5K -320 -8%
BBA
2109
Braun-Bostich & Associates
Pennsylvania
$250K +$25.5K +399 +11%
SRIM
2110
Saratoga Research & Investment Management
California
$250K +$576 +9 +0.2%
CNB
2111
Camden National Bank
Maine
$250K -$7.04K -110 -3%
PWM
2112
PBMares Wealth Management
Virginia
$249K – – –
LCGC
2113
Legacy Capital Group California
California
$249K +$8.19K +128 +3%
RP
2114
Riverwater Partners
Wisconsin
$249K -$20.5K -320 -8%
D
2115
Diversified
Delaware
$249K -$9.34K -146 -4%
JCM
2116
Jag Capital Management
Missouri
$249K -$49.7K -777 -17%
NFG
2117
Nadler Financial Group
Illinois
$248K +$19.5K +305 +9%
SCA
2118
Sandy Cove Advisors
Massachusetts
$248K -$6.84K -107 -3%
FAM
2119
Flaharty Asset Management
Florida
$248K +$248K +3,873 New
CCM
2120
Condor Capital Management
New Jersey
$246K +$246K +3,850 New
CAC
2121
Core Alternative Capital
Georgia
$246K +$512 +8 +0.2%
MFC
2122
Morris Financial Concepts
South Carolina
$246K +$44.2K +691 +22%
SOW
2123
State of Wyoming
Wyoming
$245K -$263K -4,109 -52%
DAM
2124
Doheny Asset Management
California
$245K -$6.4K -100 -3%
EIG
2125
Ellenbecker Investment Group
Wisconsin
$245K +$1.21K +19 +0.5%
83 84
85
86 87