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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 %
NB
501
NBT Bank
New York
$5.06M -$25.4K -495 -0.5%
PI
502
PGGM Investments
Netherlands
$5.05M +$5.05M +98,409 New
Assenagon Asset Management
503
Assenagon Asset Management
Luxembourg
$5.05M +$170K +3,313 +3%
CSPIA
504
Cary Street Partners Investment Advisory
Virginia
$5.04M -$491K -9,562 -9%
BBHC
505
Brown Brothers Harriman & Co
New York
$5.02M -$116K -2,267 -2%
BPC
506
Banque Pictet & Cie
Switzerland
$5M +$2.88M +56,157 +136%
FLPIM
507
F.L. Putnam Investment Management
Massachusetts
$4.95M +$582K +11,352 +13%
SPIA
508
Steward Partners Investment Advisory
New York
$4.94M -$365K -7,111 -7%
AAMA
509
Advanced Asset Management Advisors
Ohio
$4.86M – – –
TI
510
Tidal Investments
Wisconsin
$4.86M +$1.24M +24,089 +34%
OPCM
511
Osborne Partners Capital Management
California
$4.82M – – –
IWC
512
Integrated Wealth Concepts
Massachusetts
$4.82M +$2.25M +43,939 +88%
TW
513
TritonPoint Wealth
Maryland
$4.82M +$4.82M +93,905 New
ERSOT
514
Employees Retirement System of Texas
Texas
$4.82M – – –
Verition Fund Management
515
Verition Fund Management
Connecticut
$4.8M +$2.18M +42,457 +83%
SW
516
SVB Wealth
Massachusetts
$4.79M +$18.8K +367 +0.4%
FHA
517
First Horizon Advisors
Tennessee
$4.79M +$106K +2,075 +2%
EP
518
Edgestream Partners
New Jersey
$4.76M +$1.83M +35,655 +62%
EAM
519
EdenTree Asset Management
United Kingdom
$4.74M +$154K +3,000 +3%
WTC
520
WhitTier Trust Company
Nevada
$4.71M -$137K -2,666 -3%
SCP
521
Shorepoint Capital Partners
Massachusetts
$4.7M +$300K +5,849 +7%
AAM
522
Advisors Asset Management
Colorado
$4.7M +$1.08M +20,989 +30%
WIS
523
Wright Investors Service
Connecticut
$4.68M -$607K -11,837 -11%
TNBTD
524
Trustmark National Bank Trust Department
Mississippi
$4.62M +$1.02M +19,956 +28%
EH
525
Equitable Holdings
New York
$4.57M +$430K +8,390 +10%
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