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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
$2.55B
2
AWA
Arete Wealth Advisors
Illinois
$1.98B
3
Boston Partners
Boston Partners
Massachusetts
$992M
4
Vanguard Group
Vanguard Group
Pennsylvania
$14.6B
5
Citadel Advisors
Citadel Advisors
Florida
$222M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$642M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.25B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$436M
4
Franklin Resources
Franklin Resources
California
$199M
5
Bank of America
Bank of America
North Carolina
$2.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
2351
Nadler Financial Group
Illinois
$206K +$1.73K +24 +0.8%
CA
2352
Calton & Associates
Florida
$206K +$206K +2,865 New
LAM
2353
Lifestyle Asset Management
Texas
$206K +$206K +2,864 New
DCM
2354
Driehaus Capital Management
Illinois
$206K +$206K +2,862 New
NFSG
2355
Newbridge Financial Services Group
Florida
$206K +$86K +1,195 +72%
WHCI
2356
W.H. Cornerstone Investments
Massachusetts
$205K +$205K +2,833 New
BS
2357
Banco Santander
Spain
$204K +$204K +2,839 New
HWA
2358
Heritage Wealth Advisors
Virginia
$204K +$50.4K +700 +33%
WMA
2359
West Michigan Advisors
Michigan
$204K +$204K +2,835 New
CC
2360
Cadinha & Co
Hawaii
$204K -$63.5K -883 -24%
DA
2361
Dover Advisors
Virginia
$204K +$204K +2,830 New
CFG
2362
Carr Financial Group
Massachusetts
$203K +$203K +2,827 New
CAC
2363
Certified Advisory Corp
Florida
$203K -$29.6K -412 -13%
CFG
2364
Compton Financial Group
Maryland
$203K – – –
IFPG
2365
Intrepid Financial Planning Group
Indiana
$203K -$27.3K -380 -12%
SGK
2366
Steigerwald Gordon & Koch
Virginia
$203K +$203K +2,824 New
AWM
2367
AAF Wealth Management
Massachusetts
$203K +$203K +2,823 New
QFA
2368
Quantum Financial Advisors
California
$203K +$203K +2,818 New
KBFS
2369
Kohmann Bosshard Financial Services
Ohio
$202K +$202K +2,807 New
BWP
2370
Balboa Wealth Partners
Arizona
$202K +$202K +2,807 New
GWM
2371
Greenhouse Wealth Management
Connecticut
$201K +$201K +2,801 New
FH
2372
FWG Holdings
Florida
$201K +$201K +2,797 New
WIC
2373
Wilkins Investment Counsel
Massachusetts
$201K +$201K +2,800 New
CIG
2374
Cascade Investment Group
Colorado
$201K +$201K +2,787 New
CT
2375
Clearstead Trust
Maine
$200K -$35.6K -494 -15%
93 94
95
96 97