BMY icon

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 %
TIM
2326
Tortoise Investment Management
New York
$141K +$8.38K +115 +6%
CWM
2327
Cranbrook Wealth Management
Michigan
$140K -$6.6K -90 -5%
CJL
2328
Cyrus J. Lawrence
New York
$139K +$139K +1,900 New
NIC
2329
Northwest Investment Counselors
Oregon
$137K +$1.68K +23 +1%
UAML
2330
US Asset Management LLC
Pennsylvania
$137K +$137K +1,871 New
AFG
2331
Albion Financial Group
Utah
$135K +$73 +1 +0.1%
HFM
2332
Harvest Fund Management
China
$132K – – –
NF
2333
Norwood Financial
Pennsylvania
$131K – – –
IFAM
2334
Institutional & Family Asset Management
Colorado
$131K – – –
CWC
2335
Carolinas Wealth Consulting
North Carolina
$130K +$1.98K +27 +2%
LWP
2336
Laurel Wealth Planning
Minnesota
$128K +$128K +1,750 New
CLOS
2337
Compagnie Lombard Odier SCmA
Switzerland
$127K -$76.1K -1,040 -37%
NFSG
2338
Newbridge Financial Services Group
Florida
$127K +$5.7K +78 +5%
JAM
2339
JCIC Asset Management
Ontario, Canada
$126K +$43.7K +600 +53%
M1FG
2340
Mach-1 Financial Group
Arkansas
$124K -$1.09K -15 -0.9%
TJHA
2341
Thomas J. Herzfeld Advisors
Florida
$124K – – –
TF
2342
TimeScale Financial
Massachusetts
$120K +$3.73K +51 +3%
WWP
2343
WR Wealth Planners
Missouri
$118K +$118K +1,612 New
EW
2344
Evoke Wealth
California
$117K -$153K -2,074 -57%
CFG
2345
Claremont Financial Group
California
$116K +$116K +1,500 New
TCCM
2346
Timber Creek Capital Management
Massachusetts
$115K – – –
FPFS
2347
First Personal Financial Services
North Carolina
$114K -$733 -10 -0.6%
CFG
2348
CKW Financial Group
Hawaii
$114K +$29.4K +400 +35%
SIS
2349
Sound Income Strategies
Florida
$112K -$7.58K -104 -6%
MFT
2350
Moisand Fitzgerald Tamayo
Florida
$110K -$2.18K -30 -2%
92 93
94
95 96