BMY icon

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 %
F4L
2126
Fortune 45 LLC
Louisiana
$298K +$1.44K +20 +0.5%
AAMC
2127
Asset Allocation & Management Company
Illinois
$298K -$113K -1,571 -27%
PTC
2128
Petrus Trust Company
Texas
$296K +$296K +4,119 New
SHGA
2129
Sand Hill Global Advisors
California
$296K -$67.2K -934 -19%
GTAM
2130
Global Trust Asset Management
Florida
$295K -$1.08K -15 -0.4%
CPWA
2131
Cerro Pacific Wealth Advisors
California
$294K -$1.37K -19 -0.5%
BA
2132
Bristlecone Advisors
Washington
$293K +$432 +6 +0.1%
NWM
2133
NEIRG Wealth Management
Massachusetts
$293K – – –
WCF
2134
West Coast Financial
California
$292K +$1.51K +21 +0.5%
SFG
2135
StrategIQ Financial Group
Indiana
$291K – – –
TA
2136
TrueWealth Advisors
Alabama
$291K -$17.9K -249 -6%
VA
2137
Valmark Advisers
Ohio
$290K -$22.7K -316 -7%
OCM
2138
Orser Capital Management
Texas
$290K – – –
CAC
2139
Core Alternative Capital
Georgia
$289K +$191K +2,653 +194%
D
2140
Diversified
Delaware
$289K +$26.5K +369 +10%
ISWM
2141
Independent Solutions Wealth Management
New York
$289K +$3.31K +46 +1%
FHC
2142
First Heartland Consultants
Missouri
$288K -$69.4K -964 -19%
RP
2143
Riverbridge Partners
Minnesota
$286K – – –
SIM
2144
SSI Investment Management
California
$286K – – –
JCM
2145
Jag Capital Management
Missouri
$285K -$62K -862 -18%
W
2146
Wealthquest
Ohio
$285K – – –
BMCM
2147
Bryn Mawr Capital Management
Pennsylvania
$284K +$284K +3,953 New
WPW
2148
Warther Private Wealth
Ohio
$284K -$3.31K -46 -1%
EWM
2149
Endurance Wealth Management
Rhode Island
$283K +$863 +12 +0.3%
WAM
2150
Walker Asset Management
Missouri
$283K -$9.71K -135 -3%
84 85
86
87 88