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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 %
MWM
651
Meridian Wealth Management
Kentucky
$3.06M -$3.04M -59,142 -50%
RAM
652
Roanoke Asset Management
New Jersey
$3.05M -$872 -17 -0%
BCM
653
BlueCrest Capital Management
Jersey
$3.03M +$2.08M +40,501 +218%
IC
654
IEQ Capital
California
$3.02M -$234K -4,555 -7%
HPCM
655
Hunter Perkins Capital Management
Illinois
$3.02M -$1.81M -35,350 -38%
IIM
656
Intact Investment Management
Quebec, Canada
$3.02M – – –
ISB
657
Iowa State Bank
Iowa
$2.99M -$616 -12 -0%
LD
658
Lipe & Dalton
New York
$2.99M -$24.1K -470 -0.8%
ECM
659
EagleClaw Capital Management
Massachusetts
$2.99M -$425K -8,275 -12%
NLP
660
Next Level Private
New York
$2.99M +$226K +4,412 +8%
GHAM
661
Gilman Hill Asset Management
Connecticut
$2.98M -$40.3K -785 -1%
WSTAM
662
Wilbanks Smith & Thomas Asset Management
Virginia
$2.97M -$5.28M -102,986 -64%
USCWA
663
U.S. Capital Wealth Advisors
Texas
$2.97M -$3.44M -67,053 -54%
LNWWM
664
Laird Norton Wetherby Wealth Management
California
$2.95M -$407K -7,929 -12%
CAM
665
Carret Asset Management
New York
$2.94M -$26K -506 -0.9%
SCA
666
Sage Capital Advisors
South Dakota
$2.89M -$629K -12,265 -18%
CCM
667
Canal Capital Management
Virginia
$2.87M -$1.2M -23,349 -29%
MFAM
668
Motley Fool Asset Management
Virginia
$2.87M +$73.3K +1,428 +3%
DSC
669
Duncker Streett & Co
Missouri
$2.87M -$103K -1,999 -3%
AG
670
AIA Group
Hong Kong
$2.87M +$374K +7,290 +15%
CNBT
671
Canandaigua National Bank & Trust
New York
$2.86M -$462K -8,998 -14%
MCM
672
Mill Capital Management
North Carolina
$2.86M – – –
FIA
673
Foundations Investment Advisors
Arizona
$2.85M +$259K +5,315 +10%
BFG
674
Bleakley Financial Group
New Jersey
$2.84M -$273K -5,315 -9%
AIP
675
Ameritas Investment Partners
Nebraska
$2.84M -$194K -3,776 -6%
25 26
27
28 29