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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 %
WT
601
Whittier Trust
California
$3.55M -$2M -39,001 -36%
ACM
602
Altrius Capital Management
North Carolina
$3.53M +$754K +14,690 +27%
RWP
603
RWA Wealth Partners
Massachusetts
$3.53M +$1.86M +36,347 +112%
BFS
604
Bradley Foster & Sargent
Connecticut
$3.49M -$1.02M -19,818 -23%
AAS
605
Avantax Advisory Services
Texas
$3.47M -$52.6K -1,025 -1%
RCM
606
Radnor Capital Management
Pennsylvania
$3.44M -$150K -2,914 -4%
O
607
Ossiam
France
$3.44M -$1.15M -22,440 -25%
AIMCA
608
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.43M +$970K +18,902 +39%
CA
609
Clearstead Advisors
Ohio
$3.43M -$4.78M -93,126 -58%
FDCDDQ
610
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.43M -$1.57M -30,505 -31%
GCP
611
GSA Capital Partners
United Kingdom
$3.4M +$133K +2,600 +4%
Credit Agricole
612
Credit Agricole
France
$3.39M +$1.82M +35,409 +115%
AIS
613
AM Investment Strategies
Tennessee
$3.36M +$32.9K +642 +1%
MAM
614
Meeder Asset Management
Ohio
$3.35M +$3.08M +60,122 +1,146%
HAIM
615
Hunter Associates Investment Management
Pennsylvania
$3.35M -$44.5K -868 -1%
HWM
616
HB Wealth Management
Georgia
$3.35M -$175K -3,413 -5%
DA
617
Duality Advisers
Florida
$3.34M +$3.16M +61,525 +1,701%
Kayne Anderson Rudnick Investment Management
618
Kayne Anderson Rudnick Investment Management
California
$3.34M -$143K -2,792 -4%
CLOS
619
Compagnie Lombard Odier SCmA
Switzerland
$3.34M +$3.21M +62,600 +2,571%
VWM
620
Valley Wealth Managers
New Jersey
$3.32M +$297K +5,779 +10%
MYAM
621
Meiji Yasuda Asset Management
Japan
$3.32M +$71.8K +1,400 +2%
ACM
622
Argyle Capital Management
Pennsylvania
$3.32M -$418K -8,150 -11%
NMIMC
623
Northwestern Mutual Investment Management Company
Wisconsin
$3.3M -$78.8K -1,535 -2%
CIC
624
Cornercap Investment Counsel
Georgia
$3.26M +$139K +2,708 +4%
HWAM
625
Hennion & Walsh Asset Management
New Jersey
$3.26M -$14.2K -276 -0.4%
23 24
25
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