BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

2,463 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,057 reducing their positions, and 163 closing their positions.

Holders
2,463
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.85%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,057
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$4.43B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.61B
3
Wells Fargo
3
Wells Fargo
California
$598M
4
Barclays
4
Barclays
United Kingdom
$394M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$157M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.86B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$223M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$185M
4
BlackRock
4
BlackRock
New York
$11B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.99B
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSA
2426
Global Wealth Strategies & Associates
Colorado
$12.8K – – –
FWA
2427
FSC Wealth Advisors
New York
$12.8K – – –
CWA
2428
Core Wealth Advisors
Florida
$12.3K – – –
MAM
2429
Marquette Asset Management
Minnesota
$11.8K +$11.8K +185 New
VAG
2430
VisionPoint Advisory Group
Texas
$11.8K +$11.8K +184 New
JMF
2431
Johnson Midwest Financial
Iowa
$11.2K +$128 +2 +1%
EA
2432
Evolution Advisers
Virginia
$11K – – –
IA
2433
IFS Advisors
Kansas
$10.7K +$10.7K +167 New
KFS
2434
Kelly Financial Services
Massachusetts
$10.7K +$64 +1 +0.6%
CMA
2435
Cedar Mountain Advisors
Oregon
$10.1K – – –
SC
2436
Solstein Capital
California
$10K +$10K +157 New
LWP
2437
Lumature Wealth Partners
Georgia
$9.59K – – –
TC
2438
Tacita Capital
Ontario, Canada
$9K -$24.8K -400 -73%
BFA
2439
BBJS Financial Advisors
Washington
$8.26K +$64 +1 +0.8%
FFL
2440
Financial Freedom LLC
Ohio
$8.08K +$64 +1 +0.8%
ICM
2441
Intrepid Capital Management
Florida
$7.93K +$7.93K +124 New
FA
2442
Financial Avengers
California
$7.82K +$64 +1 +0.8%
KA
2443
Kozak & Associates
Colorado
$6.97K +$65 +1 +0.9%
OLVIG
2444
Oliver Lagore Vanvalin Investment Group
Michigan
$6.72K +$6.72K +105 New
MFG
2445
Mendota Financial Group
Wisconsin
$6.4K – – –
HF
2446
Halpern Financial
Virginia
$6.4K – – –
TAM
2447
Tucker Asset Management
Colorado
$6.14K -$448 -7 -7%
RBC
2448
Roble Belko & Company
Pennsylvania
$6K – – –
NMG
2449
New Millennium Group
Utah
$4.54K -$19.1K -299 -81%
MCI
2450
MRP Capital Investments
Georgia
$3.71K -$12.9K -201 -78%
96 97
98
99 100