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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 %
Cerity Partners
251
Cerity Partners
New York
$19.3M +$2.79M +54,351 +17%
OAM
252
Oppenheimer Asset Management
New York
$19.3M +$275K +5,350 +1%
SGA
253
Sector Gamma AS
Norway
$19.2M -$15.2M -297,093 -44%
BC
254
Blackhill Capital
New Jersey
$19M -$1.47M -28,600 -7%
AAMU
255
AEGON Asset Management (UK)
United Kingdom
$18.8M +$18.8M +367,498 New
WHG
256
Westwood Holdings Group
Texas
$18.8M +$2.69M +52,337 +17%
PDM
257
Penn Davis McFarland
Texas
$18.6M -$378K -7,359 -2%
JGUA
258
John G. Ullman & Associates
New York
$18.5M +$290K +5,652 +2%
CT
259
Cambridge Trust
Massachusetts
$18.4M -$4.36M -84,966 -19%
RRAM
260
River Road Asset Management
Kentucky
$18.4M -$437K -8,526 -2%
UIM
261
USS Investment Management
United Kingdom
$18.3M -$3.98M -77,621 -18%
CNB
262
Czech National Bank
Czech Republic
$18.3M -$447K -8,713 -2%
URS
263
Utah Retirement Systems
Utah
$18.1M -$472K -9,200 -3%
Capstone Investment Advisors
264
Capstone Investment Advisors
New York
$18.1M +$4.99M +97,184 +38%
Acadian Asset Management
265
Acadian Asset Management
Massachusetts
$18.1M -$21M -410,363 -54%
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$18M -$1.06M -20,737 -6%
CIS
267
Capital International Sarl
California
$17.9M +$1.09M +21,296 +7%
OPERF
268
Oregon Public Employees Retirement Fund
Oregon
$17.9M -$5.33M -103,849 -23%
GC
269
Grimes & Company
Massachusetts
$17.7M +$694K +13,524 +4%
Creative Planning
270
Creative Planning
Kansas
$17.5M -$1.08M -21,110 -6%
CAM
271
Cresset Asset Management
Illinois
$17.3M -$3.07M -59,888 -15%
NYLIM
272
New York Life Investment Management
New York
$16.9M -$285K -5,546 -2%
AL
273
Arnhold LLC
New York
$16.4M +$3.31M +64,533 +25%
ProShare Advisors
274
ProShare Advisors
Maryland
$16.4M -$192K -3,746 -1%
VW
275
Vantage Wealth
California
$16.3M +$4.51M +87,961 +38%
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