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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,346 hedge funds and large institutions have $80.8B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 666 increasing their positions, 1,206 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,346
Holders Change
-26
Holders Change %
-1.1%
% of All Funds
34.39%
Holding in Top 10
24
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-42.86%
% of All Funds
0.35%
New
249
Increased
666
Reduced
1,206
Closed
238
Calls
$1.7B
Puts
$1.2B
Net Calls
+$495M
Net Calls Change
-$10.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.14B
2
VanEck Associates
VanEck Associates
New York
+$184M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$165M
4
Primecap Management
Primecap Management
California
+$154M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$137M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$2.03B
2
Capital International Investors
Capital International Investors
California
-$405M
3
Bank of America
Bank of America
North Carolina
-$382M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$343M
5
Boston Partners
Boston Partners
Massachusetts
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
2476
Executive Wealth Management
Michigan
– -$241K -4,153 Closed
ALAM
2477
Asahi Life Asset Management
Japan
– -$241K -4,150 Closed
WEG
2478
World Equity Group
Illinois
– -$241K -4,146 Closed
MIA
2479
MainStreet Investment Advisors
Illinois
– -$240K -4,129 Closed
GWM
2480
GSB Wealth Management
Connecticut
– -$239K -4,121 Closed
KWM
2481
Kolinsky Wealth Management
New Jersey
– -$238K -4,098 Closed
WAM
2482
Weatherly Asset Management
California
– -$238K -4,097 Closed
SFG
2483
StrategIQ Financial Group
Indiana
– -$236K -4,064 Closed
OCM
2484
Orser Capital Management
Texas
– -$234K -4,030 Closed
SW
2485
SkyOak Wealth
Michigan
– -$233K -4,021 Closed
OL
2486
Optas LLC
Texas
– -$232K -3,991 Closed
RP
2487
Riverbridge Partners
Minnesota
– -$231K -3,981 Closed
KP
2488
Keel Point
Alabama
– -$231K -3,972 Closed
CCM
2489
Condor Capital Management
New Jersey
– -$230K -3,963 Closed
ECG
2490
Edge Capital Group
Georgia
– -$230K -3,958 Closed
CG
2491
CFO4Life Group
Texas
– -$226K -3,891 Closed
FAM
2492
Flaharty Asset Management
Florida
– -$225K -3,884 Closed
WMA
2493
Wealth Management Associates
New Jersey
– -$225K -3,869 Closed
LCGC
2494
Legacy Capital Group California
California
– -$224K -3,864 Closed
AWM
2495
AAF Wealth Management
Massachusetts
– -$224K -3,856 Closed
DAM
2496
Doheny Asset Management
California
– -$222K -3,829 Closed
LAI
2497
Legal Advantage Investments
California
– -$222K -3,825 Closed
TWM
2498
TriaGen Wealth Management
California
– -$222K -3,820 Closed
NC
2499
NBW Capital
Massachusetts
– -$222K -3,819 Closed
CNB
2500
Camden National Bank
Maine
– -$221K -3,814 Closed
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100
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