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Bristol-Myers Squibb

2,470 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 992 increasing their positions, 1,017 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.58B

0.31% less ownership

Funds ownership: 77.33%77.02% (-0.31%)

2% less repeat investments, than reductions

Existing positions increased: 992 | Existing positions reduced: 1,017

3% less funds holding

Funds holding: 2,5382,470 (-68)

8% less capital invested

Capital invested by funds: $126B → $116B (-$9.75B)

14% less funds holding in top 10

Funds holding in top 10: 132113 (-19)

27% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 134

Holders
2,470
Holders Change
-68
Holders Change %
-2.68%
% of All Funds
42.54%
Holding in Top 10
113
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.39%
% of All Funds
1.95%
New
98
Increased
992
Reduced
1,017
Closed
134
Calls
$1.98B
Puts
$1.58B
Net Calls
+$410M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.2B +$222M +3,058,491 +2%
BlackRock
2
BlackRock
New York
$12.4B +$244M +3,357,590 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$7.07B +$126M +1,737,893 +2%
State Street
4
State Street
Massachusetts
$6.56B -$43.7M -602,471 -0.6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.97B -$144M -1,982,152 -3%
Capital International Investors
6
Capital International Investors
California
$3.73B +$1.04B +14,298,520 +38%
Bank of America
7
Bank of America
North Carolina
$3.21B -$105M -1,447,739 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.78B +$82.1M +1,131,303 +3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.37B -$172M -2,374,239 -7%
Morgan Stanley
10
Morgan Stanley
New York
$2.1B -$479M -6,600,811 -18%
Northern Trust
11
Northern Trust
Illinois
$1.76B +$17.8M +245,312 +1%
Ameriprise
12
Ameriprise
Minnesota
$1.76B -$31.7M -436,501 -2%
Norges Bank
13
Norges Bank
Norway
$1.7B +$265M +3,649,125 +18%
Primecap Management
14
Primecap Management
California
$1.57B -$5.37M -74,030 -0.3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.35B -$18.4M -254,022 -1%
Invesco
16
Invesco
Georgia
$1.33B +$92.2M +1,270,485 +7%
Deutsche Bank
17
Deutsche Bank
Germany
$1.29B +$2.66M +36,610 +0.2%
Dodge & Cox
18
Dodge & Cox
California
$1.19B -$114M -1,577,777 -9%
N
19
Nuveen
North Carolina
$1.18B +$62.8M +865,053 +5%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.17B -$40M -551,586 -3%
Goldman Sachs
21
Goldman Sachs
New York
$1.1B +$85.9M +1,184,317 +8%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$1.05B +$583M +8,041,869 +119%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$1.04B +$11.3M +155,845 +1%
IFP
24
Independent Franchise Partners
United Kingdom
$856M -$24.8M -342,464 -3%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$840M -$97.4M -1,342,061 -10%

BMY Hedge Fund Activity: Q3 2022 in Review

2,470 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2022, worth a combined $116B — down 7.7% from $126B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of BMY and 98 opened new positions — a net loss of 36 holders — while 1,017 trimmed existing stakes and 992 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 2,470 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2022, down from 2,538 in Q2 2022.
  • Funds reported $116B of Bristol-Myers Squibb stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 98 funds opened new Bristol-Myers Squibb positions in Q3 2022 and 134 closed out, a net change of -36 holders.
  • The largest Bristol-Myers Squibb buyer in Q3 2022 was Capital International Investors, an estimated $1.04B added.
  • The largest Bristol-Myers Squibb seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.