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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 %
MFS
826
Mirabella Financial Services
United Kingdom
$1.87M +$1.87M +36,357 New
WI
827
Wintrust Investments
Illinois
$1.85M -$2.22M -43,289 -55%
TCWM
828
Total Clarity Wealth Management
Illinois
$1.85M -$90.5K -1,764 -5%
GFA
829
Gifford Fong Associates
California
$1.84M – – –
AF
830
Allworth Financial
California
$1.83M +$79.8K +1,555 +5%
MIM
831
Marco Investment Management
Georgia
$1.82M -$203K -3,966 -10%
WANY
832
Wealthspire Advisors (New York)
New York
$1.82M +$306K +5,962 +20%
CA
833
Corrado Advisors
New Jersey
$1.81M -$67.5K -1,316 -4%
EOJOAM
834
E. Ohman J:or Asset Management
Sweden
$1.81M +$1.81M +35,200 New
PA
835
Parallel Advisors
California
$1.81M -$686K -13,370 -28%
AUB
836
Atlantic Union Bankshares
Virginia
$1.8M -$206K -4,006 -10%
ECM
837
Exchange Capital Management
Michigan
$1.8M -$64.7K -1,260 -3%
AT
838
Arvest Trust
Oklahoma
$1.79M -$454K -8,854 -20%
SCA
839
Snowden Capital Advisors
New York
$1.79M -$362K -7,052 -17%
BHWM
840
Bar Harbor Wealth Management
New Hampshire
$1.78M -$53.6K -1,044 -3%
WI
841
Wahed Invest
New York
$1.76M +$63K +1,227 +4%
SCP
842
Sender Company & Partners
New York
$1.76M +$1.76M +34,220 New
FM
843
Foster & Motley
Ohio
$1.75M -$512K -9,981 -23%
VSQM
844
V-Square Quantitative Management
Illinois
$1.75M +$873K +17,016 +100%
PS
845
Pensionfund Sabic
Netherlands
$1.75M +$103K +2,000 +6%
PIMJS
846
PKO Investment Management Joint-Stock
Poland
$1.74M – – –
FWTB
847
First Western Trust Bank
Colorado
$1.74M -$29K -566 -2%
CAAS
848
Capital Asset Advisory Services
Michigan
$1.73M +$280K +5,454 +19%
TCOT
849
Trust Company of Toledo
Ohio
$1.73M +$32.6K +635 +2%
EFS
850
Essex Financial Services
Connecticut
$1.73M -$258K -5,036 -13%
32 33
34
35 36