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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 %
SS
676
Simplicity Solutions
Minnesota
$2.83M -$279K -5,428 -9%
BFEC
677
Benjamin F. Edwards & Company
Missouri
$2.82M -$8.88K -173 -0.3%
LA
678
Lifeworks Advisors
Michigan
$2.81M +$409K +7,975 +17%
BE
679
Bonness Enterprises
District of Columbia
$2.79M – – –
SAM
680
Synergy Asset Management
Washington
$2.78M -$150K -2,919 -5%
IPW
681
Inlet Private Wealth
Florida
$2.78M -$494K -9,631 -15%
SIC
682
SFE Investment Counsel
California
$2.77M -$669K -13,030 -19%
GT
683
Greenleaf Trust
Michigan
$2.77M -$996K -19,419 -26%
BSB
684
Bangor Savings Bank
Maine
$2.76M +$78.2K +1,525 +3%
SMI
685
Shelter Mutual Insurance
Missouri
$2.76M – – –
HAG
686
HighPoint Advisor Group
Illinois
$2.75M +$2.75M +52,551 New
SFS
687
Sowell Financial Services
Arkansas
$2.74M +$273K +5,312 +11%
TFA
688
Toth Financial Advisory
Virginia
$2.74M -$1.49M -29,093 -35%
PAM
689
Peak Asset Management
Colorado
$2.74M -$95.2K -1,856 -3%
MPI
690
Mairs & Power Inc
Minnesota
$2.73M +$164K +3,200 +6%
JWBC
691
J.W. Burns & Co
New York
$2.73M -$106K -2,065 -4%
EGM
692
Engineers Gate Manager
New York
$2.72M -$3.12M -60,723 -53%
SC
693
Sapient Capital
Indiana
$2.71M +$2.71M +52,873 New
TC
694
Trilogy Capital
California
$2.71M +$163K +3,181 +6%
FI
695
FJ Investments
Utah
$2.71M +$2.71M +52,800 New
AIA
696
AIMZ Investment Advisors
California
$2.69M +$103K +2,004 +4%
OTPPB
697
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.68M -$831K -16,187 -24%
WTFG
698
Wells Trecaso Financial Group
Ohio
$2.68M -$496K -9,675 -16%
KIA
699
KCM Investment Advisors
California
$2.67M -$707K -13,784 -21%
PCIA
700
Prime Capital Investment Advisors
Kansas
$2.65M -$67.3K -1,311 -2%
26 27
28
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