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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 %
VA
2126
Valmark Advisers
Ohio
$269K -$7.74K -106 -3%
AFM
2127
Abbot Financial Management
Massachusetts
$269K – – –
SDJVC
2128
St. Denis J. Villere & Co
Louisiana
$269K +$28.2K +386 +12%
1832 Asset Management
2129
1832 Asset Management
Ontario, Canada
$269K +$246K +3,400 +1,063%
PHAM
2130
Palisades Hudson Asset Management
Florida
$268K -$51.4K -702 -16%
HWM
2131
Howard Wealth Management
Connecticut
$268K – – –
FC
2132
Forte Capital
New York
$268K – – –
BAM
2133
Brave Asset Management
New Jersey
$267K – – –
EDRIA
2134
Edmonds Duncan Registered Investment Advisors
Kansas
$266K – – –
MKC
2135
M. Kraus & Co
Vermont
$266K +$266K +3,638 New
GLA
2136
Great Lakes Advisors
Illinois
$265K -$105K -1,435 -28%
IAG
2137
Investment Advisory Group
Massachusetts
$265K – – –
ACM
2138
Ardent Capital Management
Ohio
$263K -$109K -1,500 -29%
WFMPM
2139
Woodley Farra Manion Portfolio Management
Indiana
$263K -$63K -863 -19%
ATWA
2140
Arbor Trust Wealth Advisors
Michigan
$263K -$1.84K -25 -0.7%
SEEDPG
2141
S.E.E.D. Planning Group
New York
$263K – – –
RHJA
2142
Rice Hall James & Associates
California
$261K -$21.9K -300 -8%
QPW
2143
Quantum Private Wealth
Florida
$261K – – –
BEI
2144
Benjamin Edwards Inc
Missouri
$261K +$47.3K +648 +22%
NWM
2145
NEIRG Wealth Management
Massachusetts
$259K +$7.29K +100 +3%
NAS
2146
Nicolet Advisory Services
Wisconsin
$259K +$259K +3,335 New
VI
2147
Versor Investments
New York
$259K +$259K +3,551 New
OL
2148
Optas LLC
Texas
$258K +$23.1K +315 +10%
ACM
2149
Armbruster Capital Management
New York
$257K -$7.31K -100 -3%
LIG
2150
Lokken Investment Group
Delaware
$256K -$4.59K -61 -2%
84 85
86
87 88