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 %
KTA
2151
Keeley-Teton Advisors
Illinois
$283K -$35.3K -491 -11%
PWC
2152
PYA Waltman Capital
Tennessee
$282K – – –
HCMG
2153
Howard Capital Management Group
California
$282K – – –
WCA
2154
Westover Capital Advisors
Delaware
$281K +$12.5K +174 +5%
MFG
2155
Menard Financial Group
Texas
$281K +$281K +3,906 New
HB
2156
Horizon Bancorp
Indiana
$281K +$281K +3,900 New
SRIM
2157
Saratoga Research & Investment Management
California
$281K – – –
GEA
2158
Glen Eagle Advisors
New Jersey
$280K -$2.66K -37 -0.9%
SW
2159
SkyOak Wealth
Michigan
$280K -$3.24K -45 -1%
SCA
2160
Sandy Cove Advisors
Massachusetts
$279K – – –
PIA
2161
Perennial Investment Advisors
California
$279K +$31.9K +443 +13%
AW
2162
Atlas Wealth
Ohio
$276K +$276K +3,840 New
CG
2163
CFO4Life Group
Texas
$276K +$22K +306 +9%
C
2164
CFO4Life
Texas
$276K +$276K +3,837 New
TWM
2165
TriaGen Wealth Management
California
$275K – – –
DA
2166
Dillon & Associates
Michigan
$274K -$10.8K -150 -4%
PAM
2167
Paradigm Asset Management
New York
$274K -$3.69M -51,240 -93%
PCMC
2168
Paragon Capital Management (Colorado)
Colorado
$274K +$288 +4 +0.1%
PSP
2169
Pacific Sage Partners
Washington
$274K +$274K +3,805 New
MPAM
2170
Murphy Pohlad Asset Management
Minnesota
$274K +$39.6K +550 +17%
EIG
2171
Ellenbecker Investment Group
Wisconsin
$273K +$1.15K +16 +0.4%
BEI
2172
Benjamin Edwards Inc
Missouri
$273K +$20.5K +285 +8%
NPF
2173
Norris Perne & French
Michigan
$272K -$246K -3,421 -47%
DCM
2174
Deuterium Capital Management
Florida
$271K +$271K +3,773 New
KA
2175
Kearns & Associates
California
$271K +$271K +3,770 New
85 86
87
88 89