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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 %
MAWA
2251
Moss Adams Wealth Advisors
Washington
$236K +$236K +3,286 New
SBWIC
2252
Schaper Benz & Wise Investment Counsel
Wisconsin
$236K – – –
IAG
2253
Investment Advisory Group
Massachusetts
$236K – – –
RPA
2254
Rock Point Advisors
Vermont
$236K – – –
SCM
2255
Suvretta Capital Management
New York
$236K +$236K +3,280 New
SWA
2256
SOA Wealth Advisors
New York
$236K +$935 +13 +0.4%
PG
2257
Patten Group
Tennessee
$235K – – –
TCPWM
2258
Traverso Chambers Private Wealth Management
California
$234K -$4.82K -67 -2%
TSWM
2259
Tyler-Stone Wealth Management
Ohio
$234K – – –
MIA
2260
MainStreet Investment Advisors
Illinois
$233K -$40.3K -560 -15%
CWG
2261
Cornerstone Wealth Group
North Carolina
$233K +$2.09K +29 +0.9%
MFC
2262
Morris Financial Concepts
South Carolina
$233K +$72 +1 +0%
LRWA
2263
Long Run Wealth Advisors
New York
$233K -$59.2K -823 -20%
TIA
2264
Traphagen Investment Advisors
New Jersey
$232K +$8.85K +123 +4%
TP
2265
Tranquility Partners
Tennessee
$232K -$21.6K -300 -9%
FFA
2266
Fi3 Financial Advisors
Indiana
$231K +$231K +3,206 New
VFA
2267
Voya Financial Advisors
Connecticut
$230K -$63.4K -880 -22%
PAIM
2268
Punch & Associates Investment Management
Minnesota
$230K – – –
RIM
2269
RW Investment Management
Idaho
$230K +$230K +3,198 New
DA
2270
DCM Advisors
New York
$230K -$12.2K -170 -5%
SCM
2271
Seascape Capital Management
New Hampshire
$230K -$53.5K -744 -19%
TW
2272
Towerpoint Wealth
California
$230K +$5.11K +71 +2%
ACM
2273
AUA Capital Management
Pennsylvania
$230K – – –
BCM
2274
Boltwood Capital Management
California
$229K -$2.88K -40 -1%
RCG
2275
Rock Creek Group
District of Columbia
$229K -$55.8K -776 -20%
89 90
91
92 93