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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 %
TIA
2551
Traphagen Investment Advisors
New Jersey
– -$202K -3,480 Closed
GAB
2552
German American Bancorp
Indiana
– -$201K -3,462 Closed
NIC
2553
Northwest Investment Counselors
Oregon
– -$196K -3,380 Closed
AA
2554
AlphaCentric Advisors
Puerto Rico
– -$183K -3,153 Closed
RCG
2555
Rock Creek Group
District of Columbia
– -$153K -2,636 Closed
TJHA
2556
Thomas J. Herzfeld Advisors
Florida
– -$98.7K -1,700 Closed
BAAM
2557
Baker Avenue Asset Management
California
– -$83.6K -1,441 Closed
FRA
2558
Front Row Advisors
California
– -$75.4K -1,299 Closed
BFP
2559
Briaud Financial Planning
Texas
– -$71K -1,240 Closed
TC
2560
Tacita Capital
Ontario, Canada
– -$68.8K -1,185 Closed
NOI
2561
Newton One Investments
Delaware
– -$68.5K -1,180 Closed
LAM
2562
L2 Asset Management
Massachusetts
– -$969K -977 Closed
EARNEST Partners
2563
EARNEST Partners
Georgia
– -$55K -947 Closed
BCM
2564
BluePath Capital Management
Georgia
– -$51.7K -891 Closed
HWP
2565
Hibernia Wealth Partners
Louisiana
– -$40.6K -700 Closed
SIA
2566
SkyView Investment Advisors
New Jersey
– -$40K -693 Closed
Legacy Financial Group (Iowa)
2567
Legacy Financial Group (Iowa)
Iowa
– -$39.3K -678 Closed
KC
2568
Kepos Capital
New York
– -$37K -641 Closed
SFCL
2569
Strengthening Families & Communities LLC
Massachusetts
– -$28K -475 Closed
MIA
2570
Milestone Investment Advisors
Wisconsin
– -$27.1K -467 Closed
AS
2571
Altshuler Shaham
Israel
– -$26.4K -455 Closed
RAM
2572
Riggs Asset Management
Pennsylvania
– -$25.5K -440 Closed
RTL
2573
Red Tortoise LLC
Georgia
– -$20.2K -348 Closed
CTB
2574
Country Trust Bank
Illinois
– -$13.1K -225 Closed
CWA
2575
Core Wealth Advisors
Florida
– -$11.2K -193 Closed
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