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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 %
RWM
776
RKL Wealth Management
Pennsylvania
$2.13M +$313K +6,109 +17%
PIA
777
Petredis Investment Advisors
Pennsylvania
$2.13M +$362K +7,052 +20%
TBA
778
Tower Bridge Advisors
Pennsylvania
$2.13M -$352K -6,853 -14%
RB
779
Rodgers Brothers
Pennsylvania
$2.12M -$836K -16,290 -28%
SAM
780
Selway Asset Management
$2.11M -$281K -5,468 -12%
Koshinski Asset Management
781
Koshinski Asset Management
Illinois
$2.11M +$244K +4,764 +13%
CCP
782
Clarkston Capital Partners
Michigan
$2.1M – – –
MIC
783
Means Investment Company
Maine
$2.1M -$510K -9,939 -20%
C
784
Certuity
Florida
$2.09M +$749K +14,606 +56%
HFM
785
Hartford Financial Management
Connecticut
$2.09M -$38.3K -746 -2%
DFG
786
Delta Financial Group
New Jersey
$2.08M -$496K -9,660 -19%
FAM
787
Fred Alger Management
New York
$2.08M +$15.7K +305 +0.8%
MFIM
788
Mesirow Financial Investment Management
Illinois
$2.08M +$2.08M +40,497 New
DT
789
Diversified Trust
Tennessee
$2.08M -$356K -6,931 -15%
SFO
790
Stokes Family Office
Louisiana
$2.08M -$71.4K -1,391 -3%
HBT
791
Hills Bank & Trust
Iowa
$2.06M -$25.1K -490 -1%
PAS
792
Park Avenue Securities
New York
$2.06M -$547K -10,652 -21%
1SB
793
1ST Source Bank
Indiana
$2.05M -$61.7K -1,202 -3%
LNC
794
Lincoln National Corp
Pennsylvania
$2.04M -$1.07M -20,821 -34%
AF
795
Arrow Financial
New York
$2.04M +$21.1K +412 +1%
LTAS
796
Linden Thomas Advisory Services
North Carolina
$2.04M +$67.5K +1,316 +3%
Public Sector Pension Investment Board (PSP Investments)
797
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.03M -$9.45M -184,136 -82%
NMM
798
Naples Money Management
Florida
$2.03M +$2.03M +39,593 New
CCT
799
Chemung Canal Trust
New York
$2.02M -$297K -5,780 -13%
TA
800
Townsend & Associates
Colorado
$2.01M -$108K -2,154 -5%
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32
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