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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 %
TWC
276
TD Waterhouse Canada
Ontario, Canada
$16.2M -$5.41M -95,438 -25%
AGA
277
Altrinsic Global Advisors
Connecticut
$16.2M -$6.46M -125,893 -28%
BAMF
278
BI Asset Management Fondsmaeglerselskab
Denmark
$16.2M +$11.4M +221,628 +237%
DIA
279
Dana Investment Advisors
Wisconsin
$16.1M +$4.78M +93,221 +42%
BPA
280
Beacon Pointe Advisors
California
$16M -$3.05M -59,517 -16%
MAM
281
Madison Asset Management
Wisconsin
$15.7M -$3.02M -58,824 -16%
Public Employees Retirement Association of Colorado
282
Public Employees Retirement Association of Colorado
Colorado
$15.6M -$1.03M -20,041 -6%
MML Investors Services
283
MML Investors Services
Massachusetts
$15.4M -$3.63M -70,752 -19%
AWM
284
AE Wealth Management
Kansas
$15.3M +$2.57M +51,796 +20%
DADC
285
D.A. Davidson & Co
Montana
$15.3M -$1.15M -22,365 -7%
SAI
286
Systematic Alpha Investments
New Jersey
$15.2M – – –
CGH
287
Crossmark Global Holdings
Texas
$14.9M +$2.59M +50,406 +21%
NW
288
NewEdge Wealth
Pennsylvania
$14.9M +$14M +273,220 +1,569%
MOACM
289
Mutual of America Capital Management
New York
$14.7M -$1.08M -20,958 -7%
LGF
290
LGT Group Foundation
Liechtenstein
$14.5M -$1.9M -37,018 -12%
CFB
291
Cullen/Frost Bankers
Texas
$14.4M -$2.07M -40,307 -13%
BC
292
Bartlett & Co
Ohio
$14.4M -$5.09M -99,303 -26%
BCWM
293
Bartlett & Co Wealth Management
Ohio
$14.4M -$5.09M -99,303 -26%
SCI
294
S&CO Inc
Massachusetts
$14.3M -$2.27M -44,297 -14%
TRCT
295
Tower Research Capital (TRC)
New York
$14.3M +$10.9M +211,949 +319%
X
296
Xponance
Pennsylvania
$14.2M +$1.03M +20,030 +8%
CC
297
Cannell & Co
New York
$14.1M -$1.29M -25,073 -8%
AIM
298
Achmea Investment Management
Netherlands
$13.9M -$6.71M -130,743 -33%
WB
299
WesBanco Bank
West Virginia
$13.8M -$1.8M -35,125 -12%
KCM
300
Kornitzer Capital Management
Kansas
$13.8M +$199K +3,884 +1%
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