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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 %
MHWM
2201
Montz Harcus Wealth Management
Louisiana
$236K +$236K +3,230 New
VLC
2202
Van Leeuwen & Company
New Jersey
$235K -$6.53M -89,366 -97%
AFS
2203
Annapolis Financial Services
Maryland
$235K – – –
LCM
2204
Lewis Capital Management
California
$235K – – –
FFWA
2205
FRG Family Wealth Advisors
Washington
$234K -$7.31K -100 -3%
TCBWMS
2206
Texas Capital Bank Wealth Management Services
Texas
$233K -$19.7K -270 -8%
MFC
2207
Morris Financial Concepts
South Carolina
$233K -$12.1K -166 -5%
LFG
2208
Larson Financial Group
Missouri
$232K -$96.1K -1,314 -29%
MCWS
2209
McKinley Carter Wealth Services
West Virginia
$232K -$15.3K -209 -6%
BCM
2210
Brown Capital Management
Maryland
$232K +$232K +3,177 New
FC
2211
Financial Consulate
Maryland
$231K +$231K +3,160 New
SHA
2212
Seneca House Advisors
Virginia
$231K +$231K +3,165 New
CFAM
2213
Center For Asset Management
Florida
$231K +$231K +3,168 New
IWP
2214
Icon Wealth Partners
Texas
$230K +$230K +3,145 New
4WM
2215
44 Wealth Management
Oregon
$229K +$229K +3,133 New
CGFA
2216
Colton Groome Financial Advisors
North Carolina
$228K +$228K +3,121 New
TW
2217
Towerpoint Wealth
California
$228K +$228K +3,123 New
DA
2218
Doliver Advisors
Texas
$227K -$63.1K -862 -22%
QWM
2219
Quaker Wealth Management
New Jersey
$226K -$102K -1,392 -31%
BCM
2220
Boltwood Capital Management
California
$226K -$19.7K -270 -8%
EFG
2221
Everhart Financial Group
Ohio
$226K +$226K +3,088 New
SPC
2222
Stewart & Patten Company
California
$226K +$226K +3,091 New
AA
2223
Argent Advisors
Louisiana
$225K -$93.5K -1,280 -29%
PA
2224
Parkside Advisors
California
$225K +$225K +3,061 New
AWG
2225
Altus Wealth Group
Colorado
$225K +$225K +3,076 New
87 88
89
90 91