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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
$3.02B
2
VanEck Associates
VanEck Associates
New York
$207M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$343M
4
Primecap Management
Primecap Management
California
$1.21B
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$256M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$2.31M
2
Capital International Investors
Capital International Investors
California
$3.16B
3
Bank of America
Bank of America
North Carolina
$1.06B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.62B
5
Boston Partners
Boston Partners
Massachusetts
$705M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
2526
Arbor Investment Advisors
North Carolina
– -$211K -3,642 Closed
PHAM
2527
Palisades Hudson Asset Management
Florida
– -$211K -3,638 Closed
HWM
2528
Howard Wealth Management
Connecticut
– -$211K -3,638 Closed
TCB
2529
Texas Capital Bancshares
Texas
– -$209K -3,607 Closed
BSSFA
2530
Baron Silver Stevens Financial Advisors
Florida
– -$209K -3,603 Closed
KOC
2531
Koss-Olinger Consulting
Florida
– -$209K -3,595 Closed
CCP
2532
Carmel Capital Partners
California
– -$208K -3,583 Closed
NFG
2533
Nadler Financial Group
Illinois
– -$208K -3,581 Closed
FSC
2534
Full Sail Capital
Oklahoma
– -$207K -3,575 Closed
QCIG
2535
Quad-Cities Investment Group
Iowa
– -$207K -3,573 Closed
TA
2536
TFG Advisers
Michigan
– -$207K -3,570 Closed
PWM
2537
Paulson Wealth Management
Illinois
– -$206K -3,546 Closed
NC
2538
NinePointTwo Capital
California
– -$205K -3,541 Closed
MPAM
2539
Murphy Pohlad Asset Management
Minnesota
– -$205K -3,538 Closed
HA
2540
Hamel Associates
New Jersey
– -$205K -3,537 Closed
AHB
2541
Abner Herrman & Brock
New Jersey
– -$204K -3,520 Closed
APW
2542
Aurora Private Wealth
New Jersey
– -$204K -3,513 Closed
BCM
2543
Boltwood Capital Management
California
– -$204K -3,513 Closed
EIA
2544
Eldridge Investment Advisors
New Hampshire
– -$204K -3,512 Closed
AWP
2545
Ascent Wealth Partners
New York
– -$204K -3,508 Closed
NAG
2546
Northstar Advisory Group
New Jersey
– -$204K -3,508 Closed
IVP
2547
Intrinsic Value Partners
Arizona
– -$204K -3,507 Closed
ZIG
2548
Zullo Investment Group
Pennsylvania
– -$203K -3,506 Closed
SFM
2549
Signet Financial Management
New Jersey
– -$203K -3,502 Closed
ATWA
2550
Arbor Trust Wealth Advisors
Michigan
– -$202K -3,489 Closed
100 101
102
103 104