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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 %
PP
751
Paloma Partners
Connecticut
$2.25M -$1.58M -30,733 -41%
NSEDCP
752
NJ State Employees Deferred Compensation Plan
New Jersey
$2.25M – – –
NIM
753
NEOS Investment Management
Connecticut
$2.25M +$948K +18,467 +73%
RG
754
Rathbones Group
United Kingdom
$2.24M -$709K -13,816 -24%
CWM
755
Concentric Wealth Management
California
$2.24M +$365K +7,119 +19%
MCP
756
Mirador Capital Partners
California
$2.24M +$56.7K +1,106 +3%
LCM
757
Legato Capital Management
California
$2.24M – – –
BWAM
758
Boyd Watterson Asset Management
Ohio
$2.23M -$154K -3,000 -6%
FNBT
759
FineMark National Bank & Trust
Florida
$2.23M -$472K -9,202 -17%
BG
760
Bahl & Gaynor
Ohio
$2.23M -$217K -4,220 -9%
EI
761
EDMP Inc
Florida
$2.22M +$38K +740 +2%
KCG
762
Kinsale Capital Group
Virginia
$2.2M +$746K +14,537 +51%
VCA
763
Verdence Capital Advisors
Maryland
$2.19M +$73.5K +1,433 +3%
PTC
764
Private Trust Company
Ohio
$2.19M -$210K -4,087 -9%
HKAM
765
Horizon Kinetics Asset Management
New York
$2.18M +$7.95K +155 +0.4%
MYLI
766
Meiji Yasuda Life Insurance
Japan
$2.18M +$641K +12,489 +42%
KTM
767
Keeler Thomas Management
Utah
$2.18M -$1.38M -26,876 -39%
NFC
768
Northeast Financial Consultants
Connecticut
$2.16M -$41.4K -807 -2%
LG
769
LaFleur & Godfrey
Michigan
$2.16M -$237K -4,619 -10%
BFA
770
Bragg Financial Advisors
North Carolina
$2.16M -$84.1K -1,640 -4%
FP
771
Factorial Partners
New York
$2.16M -$416K -8,100 -16%
BOC
772
Barbara Oil Co
Illinois
$2.16M – – –
GCM
773
Graham Capital Management
Connecticut
$2.15M +$2.15M +41,819 New
GF
774
Gries Financial
Ohio
$2.14M -$68.3K -1,332 -3%
TG
775
TCW Group
California
$2.13M +$2.13M +41,648 New
29 30
31
32 33