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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 %
HSA
876
Hussman Strategic Advisors
Maryland
$1.62M +$1.62M +31,500 New
HSA
877
HBK Sorce Advisory
Pennsylvania
$1.61M -$189K -3,675 -10%
GW
878
GW & Wade
Massachusetts
$1.61M -$69.6K -1,357 -4%
LWCFA
879
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.61M -$677K -13,855 -30%
SWA
880
SFMG Wealth Advisors
Texas
$1.6M -$76.3K -1,488 -5%
LNB
881
Ledyard National Bank
$1.6M +$20.2K +393 +1%
EB
882
Exchange Bank
California
$1.6M -$26.1K -508 -2%
BBA
883
BLB&B Advisors
Pennsylvania
$1.59M -$58.3K -1,136 -4%
PFSC
884
Peoples Financial Services Corp
Pennsylvania
$1.58M -$87.1K -1,698 -5%
AWM
885
Ameliora Wealth Management
Switzerland
$1.58M -$494K -9,632 -24%
NAM
886
NTV Asset Management
West Virginia
$1.58M -$77.1K -1,502 -5%
VCM
887
Viewpoint Capital Management
Washington
$1.58M -$43.4K -846 -3%
SC
888
SouthState Corp
Florida
$1.58M -$22.5K -439 -1%
CWP
889
Concord Wealth Partners
Virginia
$1.57M +$463K +9,020 +42%
GP
890
Girard Partners
Pennsylvania
$1.57M -$147K -2,859 -9%
AWA
891
Arkadios Wealth Advisors
Georgia
$1.57M -$534K -10,408 -25%
IA
892
IFP Advisors
Florida
$1.57M -$62.5K -1,218 -4%
TSWM
893
Triangle Securities Wealth Management
North Carolina
$1.56M -$45.1K -878 -3%
SM
894
Sciencast Management
New Jersey
$1.56M -$106K -2,072 -6%
PVM
895
Palogic Value Management
Texas
$1.56M +$36.2K +706 +2%
FNBTCON
896
First National Bank & Trust Co of Newtown
Pennsylvania
$1.55M -$30.5K -595 -2%
ET
897
Equitable Trust
Tennessee
$1.55M -$31.1K -607 -2%
IWM
898
IHT Wealth Management
Illinois
$1.55M +$166K +3,237 +12%
PTC
899
Philadelphia Trust Company
Pennsylvania
$1.55M -$15.4K -300 -1%
BFIM
900
Beese Fulmer Investment Management
Ohio
$1.54M -$208K -4,047 -12%
34 35
36
37 38