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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 %
Financial Engines Advisors
2226
Financial Engines Advisors
California
$247K -$30.3K -421 -11%
CGFA
2227
Colton Groome Financial Advisors
North Carolina
$246K -$1.37K -19 -0.6%
AA
2228
Advisory Alpha
Michigan
$245K +$1.15K +16 +0.5%
CAMV
2229
Concord Asset Management (Virginia)
Virginia
$245K +$245K +3,407 New
ARMT
2230
Amica Retiree Medical Trust
Rhode Island
$245K – – –
WMA
2231
Wealth Management Associates
New Jersey
$245K -$4.03K -56 -2%
BHB
2232
Bank Hapoalim BM
Israel
$244K -$66.2K -920 -21%
CP
2233
Castleview Partners
Texas
$244K +$38.2K +531 +19%
SQA
2234
Simon Quick Advisors
New Jersey
$243K +$243K +3,373 New
ECG
2235
Edge Capital Group
Georgia
$242K -$20.1K -279 -8%
PB
2236
Pinnacle Bancorp
Nebraska
$242K +$3.96K +55 +2%
TA
2237
TFG Advisers
Michigan
$242K +$4.03K +56 +2%
CRG
2238
Cornerstone Retirement Group
Nevada
$242K +$242K +3,358 New
PP
2239
Pegasus Partners
Wisconsin
$241K – – –
MPCG
2240
Matrix Private Capital Group
New York
$241K -$4.46K -62 -2%
MC
2241
Machina Capital
France
$241K +$241K +3,349 New
AFWM
2242
AMJ Financial Wealth Management
Virginia
$240K +$240K +3,338 New
MW
2243
MBL Wealth
North Carolina
$240K -$2.87K -40 -1%
ZIG
2244
Zullo Investment Group
Pennsylvania
$239K +$1.15K +16 +0.5%
CCA
2245
Cadent Capital Advisors
Oklahoma
$238K +$1.66K +23 +0.7%
KFGK
2246
Keystone Financial Group (Kentucky)
Kentucky
$238K +$1.44K +20 +0.6%
SB
2247
Sunflower Bank
Texas
$238K -$22.4K -311 -9%
HWA
2248
Heartwood Wealth Advisors
Virginia
$238K -$4.97K -69 -2%
T
2249
TNF
Montana
$237K – – –
KIG
2250
Kennedy Investment Group
New Jersey
$237K +$237K +3,295 New
88 89
90
91 92