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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 %
KCM
726
Kendall Capital Management
Maryland
$2.4M +$31.3K +610 +1%
CC
727
Courier Capital
New York
$2.39M -$37.4K -729 -2%
GVAG
728
Great Valley Advisor Group
Delaware
$2.38M +$1.58M +30,734 +197%
WS
729
Wedbush Securities
California
$2.37M +$48K +935 +2%
WMSA
730
Weiss Multi-Strategy Advisers
New York
$2.36M +$1.45M +28,335 +161%
LDB
731
Lee, Danner & Bass
Tennessee
$2.35M -$1.26M -24,621 -35%
LCM
732
Logan Capital Management
Pennsylvania
$2.35M +$410 +8 +0%
PVI
733
Pine Valley Investments
New Jersey
$2.35M -$96.6K -1,882 -4%
FB
734
Fulton Bank
Pennsylvania
$2.35M -$156K -3,031 -6%
SB
735
Simmons Bank
Arkansas
$2.35M -$229K -4,455 -9%
MCB
736
Morton Community Bank
Illinois
$2.34M +$2.34M +45,635 New
KWA
737
Kingswood Wealth Advisors
California
$2.34M +$768K +14,960 +49%
NERM
738
New England Research & Management
Illinois
$2.33M -$105K -2,045 -4%
OIA
739
OneDigital Investment Advisors
Kansas
$2.32M -$18.7K -364 -0.8%
PA
740
Profund Advisors
Maryland
$2.32M +$156K +3,040 +7%
SC
741
Savant Capital
Illinois
$2.31M -$186K -3,623 -7%
QFA
742
Quattro Financial Advisors
Texas
$2.31M -$2.03B -44,949 -100%
TMAM
743
Tokio Marine Asset Management
Japan
$2.31M -$146K -2,836 -6%
JCM
744
Jacobi Capital Management
Pennsylvania
$2.3M +$17.4K +339 +0.8%
QP
745
Quilter Plc
United Kingdom
$2.3M +$219K +4,280 +11%
CAM
746
Cubic Asset Management
Massachusetts
$2.29M -$48.7K -950 -2%
CRIG
747
Charter Research & Investment Group
Connecticut
$2.29M +$13.4K +261 +0.6%
HIC
748
Holderness Investments Company
North Carolina
$2.27M +$942K +18,352 +71%
WAP
749
Wealthcare Advisory Partners
Pennsylvania
$2.26M -$128K -2,489 -5%
BCM
750
Birmingham Capital Management
Alabama
$2.26M -$2.72K -53 -0.1%
28 29
30
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