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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 %
RMC
626
Resources Management Corp
Connecticut
$3.26M -$213K -4,150 -6%
FNBOO
627
First National Bank of Omaha
Nebraska
$3.26M -$4.26M -83,108 -57%
FWCM
628
Ferguson Wellman Capital Management
Oregon
$3.24M -$227K -4,415 -7%
PP
629
Pacifica Partners
Canada
$3.23M -$20K -399 -0.6%
GIA
630
Gladstone Institutional Advisory
Florida
$3.22M +$532K +10,373 +20%
BFG
631
Beacon Financial Group
Texas
$3.22M -$111K -2,156 -3%
BFS
632
Bard Financial Services
Connecticut
$3.19M -$158K -3,070 -5%
EWM
633
Evercore Wealth Management
New York
$3.19M -$171K -3,329 -5%
WAOTB
634
Wealth Advisors of Tampa Bay
Florida
$3.19M -$3.39M -66,151 -52%
RFM
635
Royal Fund Management
Florida
$3.18M -$109K -2,123 -3%
VLC
636
Van Leeuwen & Company
New Jersey
$3.18M -$928K -18,087 -23%
HCM
637
Hudson Capital Management
New Jersey
$3.17M +$388K +7,558 +14%
PRC
638
Pearl River Capital
Michigan
$3.17M +$3.17M +61,801 New
FIB
639
First Interstate Bank
Montana
$3.16M -$189K -3,685 -6%
FCH
640
Freestone Capital Holdings
Washington
$3.15M -$266K -5,188 -8%
KCM
641
Kanawha Capital Management
Virginia
$3.14M -$537K -10,457 -15%
RIL
642
Rothschild Investment LLC
Illinois
$3.12M -$494K -9,625 -14%
CWM
643
CMH Wealth Management
New Hampshire
$3.1M +$737K +14,372 +31%
RPC
644
Rossmore Private Capital
Connecticut
$3.1M -$454K -8,846 -13%
AWM
645
Axxcess Wealth Management
California
$3.09M +$800K +15,585 +35%
HP
646
Highlander Partners
Texas
$3.08M – – –
AFG
647
American Financial Group
Ohio
$3.08M – – –
CEI
648
Clark Estates Inc
New York
$3.07M -$3.49K -68 -0.1%
ZIG
649
Zurich Insurance Group
Switzerland
$3.07M – – –
AAM
650
AR Asset Management
California
$3.07M – – –
24 25
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