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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 %
CI
526
CX Institutional
Indiana
$4.54M +$1.48M +28,749 +48%
CL
527
Choreo LLC
Illinois
$4.54M +$128K +2,492 +3%
VVP
528
Venture Visionary Partners
Ohio
$4.52M +$975K +19,002 +28%
HP
529
HealthInvest Partners
Sweden
$4.52M +$4.52M +88,000 New
GAM
530
Griffin Asset Management
New York
$4.5M -$1.03M -20,170 -19%
H
531
HoyleCohen
California
$4.49M -$1.05M -20,396 -19%
WA
532
Wasatch Advisors
Utah
$4.48M +$180K +3,500 +4%
IPAM
533
ICICI Prudential Asset Management
India
$4.37M +$4.37M +85,150 New
AF
534
Ally Financial
Michigan
$4.36M +$975K +19,000 +29%
SSI
535
Scott & Selber Inc
Texas
$4.35M -$341K -6,638 -7%
PP
536
Patten & Patten
Tennessee
$4.35M -$940K -18,317 -18%
WC
537
Woodstock Corp
Massachusetts
$4.32M -$870K -16,958 -17%
AWA
538
Aaron Wealth Advisors
Illinois
$4.3M -$2.58M -50,349 -38%
WG
539
Welch Group
Alabama
$4.29M -$222K -4,323 -5%
ECM
540
Everence Capital Management
Indiana
$4.28M +$740K +14,424 +21%
SWA
541
Stratos Wealth Advisors
Ohio
$4.27M -$177K -3,440 -4%
TCM
542
Twin Capital Management
Pennsylvania
$4.27M +$504K +9,831 +13%
MLICM
543
Metropolitan Life Insurance Company (MetLife)
New York
$4.25M -$185K -3,611 -4%
QCM
544
Quantinno Capital Management
New York
$4.24M -$1.86M -36,287 -31%
SIC
545
Salem Investment Counselors
North Carolina
$4.24M -$1.03M -20,105 -20%
PHK
546
Point72 Hong Kong
Hong Kong
$4.21M +$4.21M +81,996 New
FCBT
547
First Citizens Bank & Trust
North Carolina
$4.21M +$3.73M +72,741 +788%
M
548
MOTCO
Texas
$4.19M -$1.01M -19,606 -19%
GWM
549
Geneos Wealth Management
Colorado
$4.19M -$757K -14,755 -15%
ASN
550
Advisory Services Network
Georgia
$4.17M -$1.38M -26,910 -25%
20 21
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