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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 %
Kovitz Investment Group Partners
451
Kovitz Investment Group Partners
Illinois
$6.13M -$1.41M -27,401 -19%
JIC
452
Johnson Investment Counsel
Ohio
$6.13M -$423K -8,253 -6%
MGP
453
Metis Global Partners
California
$6.12M +$897K +17,479 +17%
GI
454
GAMCO Investors
Connecticut
$6.08M -$227K -4,417 -4%
BF
455
BOK Financial
Oklahoma
$5.98M -$601K -11,719 -9%
ELC
456
Edgar Lomax Company
Virginia
$5.97M -$271K -5,285 -4%
UB
457
UMB Bank
Missouri
$5.95M -$1.11M -21,688 -16%
HEIP
458
Hudson Edge Investment Partners
New Jersey
$5.94M +$820K +15,983 +16%
CA
459
Cullinan Associates
Kentucky
$5.86M -$1.34M -26,085 -19%
MCM
460
Marathon Capital Management
Maryland
$5.86M -$338K -6,593 -5%
WA
461
WealthTrust Axiom
Pennsylvania
$5.79M -$20K -389 -0.3%
TC
462
TownSquare Capital
Utah
$5.78M +$443K +8,630 +8%
SAM
463
Silvercrest Asset Management
New York
$5.75M -$54.1K -1,055 -0.9%
IGAM
464
iA Global Asset Management
Quebec, Canada
$5.74M -$12M -233,938 -68%
BWL
465
Bogart Wealth LLC
Virginia
$5.7M +$1.07M +20,789 +23%
TSS
466
Two Sigma Securities
New York
$5.69M -$10.9M -212,599 -66%
AG
467
Advocate Group
Minnesota
$5.66M +$291K +5,664 +5%
WBC
468
Westpac Banking Corp
Australia
$5.65M -$259K -5,041 -4%
BCM
469
Brookstone Capital Management
Illinois
$5.65M +$745K +14,516 +15%
NRS
470
Neville Rodie & Shaw
New York
$5.62M -$2.31M -45,082 -29%
NMERB
471
New Mexico Educational Retirement Board
New Mexico
$5.61M – – –
SSB
472
Sandy Spring Bank
Maryland
$5.6M -$499K -9,726 -8%
GIM
473
Grassi Investment Management
California
$5.59M +$15.4K +300 +0.3%
PCM
474
Poehling Capital Management
Wisconsin
$5.56M -$10.3K -165 -0.2%
WJWM
475
Williams Jones Wealth Management
New York
$5.56M -$1.48M -28,842 -21%
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