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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 %
SFG
701
SevenBridge Financial Group
Pennsylvania
$2.63M -$24.7K -482 -0.9%
SSWM
702
Sheets Smith Wealth Management
North Carolina
$2.61M +$80.6K +1,917 +3%
CCMINC
703
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.6M +$774K +15,087 +42%
AMI
704
Amica Mutual Insurance
Rhode Island
$2.6M – – –
BBWA
705
Bell & Brown Wealth Advisors
California
$2.59M +$2.59M +50,552 New
JPWM
706
Jamison Private Wealth Management
Georgia
$2.57M -$278K -5,426 -10%
RCA
707
Resonant Capital Advisors
Wisconsin
$2.57M +$352K +6,863 +16%
TCOV
708
Trust Company of Vermont
Vermont
$2.55M -$2.63M -51,322 -51%
SVWAG
709
Sound View Wealth Advisors Group
Georgia
$2.55M -$513K -9,996 -17%
GIA
710
Guyasuta Investment Advisors
Pennsylvania
$2.54M -$4.21K -82 -0.2%
ERIC
711
Eagle Rock Investment Company
Georgia
$2.52M -$2.05M -39,937 -45%
PFP
712
Pinnacle Financial Partners
Tennessee
$2.51M -$11.6K -227 -0.5%
JCM
713
Janney Capital Management
Pennsylvania
$2.5M -$296K -5,774 -11%
BSW
714
Buckingham Strategic Wealth
Missouri
$2.49M -$162K -3,158 -6%
CIA
715
Choate Investment Advisors
Massachusetts
$2.47M +$58.1K +1,133 +2%
PWM
716
Perigon Wealth Management
California
$2.46M +$119K +2,321 +5%
KA
717
Keene & Associates
Texas
$2.45M +$7.18K +140 +0.3%
SHFA
718
SS&H Financial Advisors
Michigan
$2.44M +$276K +5,372 +13%
FWM
719
Finer Wealth Management
Massachusetts
$2.43M -$426K -8,299 -15%
NEAM
720
New England Asset Management
Connecticut
$2.42M -$1.66M -32,325 -41%
PAM
721
Paradigm Asset Management
New York
$2.42M -$61.6K -1,200 -2%
BCI
722
Brinker Capital Investments
Pennsylvania
$2.41M -$1.29M -24,834 -35%
OPS
723
Orion Portfolio Solutions
Nebraska
$2.41M -$1.29M -24,834 -35%
LWL
724
Leo Wealth LLC
Texas
$2.41M +$2.41M +46,569 New
DWA
725
Douglass Winthrop Advisors
New York
$2.41M -$10.3K -200 -0.4%
27 28
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