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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 %
CC
851
Cypress Capital
Tennessee
$1.72M +$57.7K +1,124 +3%
SCM
852
Silvant Capital Management
Georgia
$1.72M -$224K -4,357 -11%
DLCIG
853
D.L. Carlson Investment Group
New Hampshire
$1.72M -$1.62M -32,773 -49%
HDIM
854
Hanson & Doremus Investment Management
Vermont
$1.71M -$95.7K -1,866 -5%
PHS
855
Pekin Hardy Strauss
Illinois
$1.71M -$1.46M -28,412 -46%
KS
856
Karpas Strategies
Connecticut
$1.7M +$718 +14 +0%
SBIA
857
Sheaff Brock Investment Advisors
Indiana
$1.7M -$82.7K -1,612 -5%
VT
858
Vise Technologies
New York
$1.7M +$336K +6,541 +25%
BHWA
859
Beacon Harbor Wealth Advisors
Virginia
$1.7M -$2.5M -48,733 -60%
NHC
860
Nicholas Hoffman & Company
Georgia
$1.69M -$426K -8,295 -20%
MNBTD
861
Moody National Bank Trust Division
Texas
$1.69M -$1.42M -27,632 -46%
WAM
862
Wolverine Asset Management
Illinois
$1.68M -$818K -15,941 -33%
DGAM
863
Desjardins Global Asset Management
Quebec, Canada
$1.67M +$8K +156 +0.5%
IAA
864
Independent Advisor Alliance
North Carolina
$1.66M -$184K -3,595 -10%
HW
865
Hamilton Wealth
California
$1.66M +$1.66M +32,264 New
PT
866
Plimoth Trust
Massachusetts
$1.65M -$52.1K -1,015 -3%
SMC
867
Smith, Moore & Co
Missouri
$1.64M -$1.05K -21 -0.1%
PWLP
868
Prio Wealth Limited Partnership
Massachusetts
$1.64M -$5.39K -105 -0.3%
TCBWMS
869
Texas Capital Bank Wealth Management Services
Texas
$1.64M +$1.64M +31,964 New
CC
870
Centiva Capital
New York
$1.64M +$694K +13,530 +73%
BP
871
Ballentine Partners
Massachusetts
$1.64M -$482K -9,395 -23%
YIH
872
Y-Intercept (HK)
Hong Kong
$1.64M +$970K +18,897 +145%
JWCA
873
J.W. Cole Advisors
Florida
$1.63M +$142K +2,773 +10%
IAN
874
Integrated Advisors Network
Texas
$1.63M -$316K -6,160 -16%
HA
875
Herold Advisors
New York
$1.63M -$98.7K -1,924 -6%
33 34
35
36 37