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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 %
WFMPM
2501
Woodley Farra Manion Portfolio Management
Indiana
– -$221K -3,809 Closed
IIC
2502
Integrated Investment Consultants
Michigan
– -$220K -3,798 Closed
ES
2503
ETF Store
Kansas
– -$215K -3,782 Closed
LSA
2504
L & S Advisors
California
– -$219K -3,780 Closed
JCM
2505
Jag Capital Management
Missouri
– -$219K -3,778 Closed
KA
2506
Kearns & Associates
California
– -$219K -3,770 Closed
MFC
2507
Morris Financial Concepts
South Carolina
– -$218K -3,761 Closed
RFA
2508
Register Financial Advisors
Georgia
– -$217K -3,740 Closed
AFGAS
2509
Allegiance Financial Group Advisory Services
Virginia
– -$216K -3,728 Closed
MHWM
2510
Montz Harcus Wealth Management
Louisiana
– -$216K -3,723 Closed
DA
2511
Dillon & Associates
Michigan
– -$215K -3,715 Closed
SRIM
2512
Saratoga Research & Investment Management
California
– -$216K -3,713 Closed
TFA
2513
Trinity Financial Advisors
Ohio
– -$215K -3,710 Closed
GWA
2514
GGM Wealth Advisors
Maryland
– -$215K -3,709 Closed
JSW
2515
Journey Strategic Wealth
New Jersey
– -$215K -3,705 Closed
KC
2516
Kingfisher Capital
North Carolina
– -$215K -3,702 Closed
CG
2517
Castellan Group
Kentucky
– -$215K -3,700 Closed
MWM
2518
Merriman Wealth Management
Washington
– -$215K -3,700 Closed
SCM
2519
SKBA Capital Management
California
– -$215K -3,700 Closed
SEEDPG
2520
S.E.E.D. Planning Group
New York
– -$214K -3,691 Closed
AWAP
2521
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$214K -3,690 Closed
ACM
2522
Armbruster Capital Management
New York
– -$213K -3,674 Closed
WW
2523
Westshore Wealth
California
– -$213K -3,667 Closed
CAC
2524
Certified Advisory Corp
Florida
– -$212K -3,654 Closed
EDRIA
2525
Edmonds Duncan Registered Investment Advisors
Kansas
– -$212K -3,649 Closed
99 100
101
102 103