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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 %
IFWM
901
Institute for Wealth Management
Colorado
$1.54M +$15.2K +296 +1%
FFA
902
Farther Finance Advisors
California
$1.54M +$216K +4,218 +16%
VFA
903
Valeo Financial Advisors
Indiana
$1.54M +$194K +6,136 +14%
MCM
904
Mork Capital Management
California
$1.54M – – –
BPWM
905
Badgley Phelps Wealth Managers
Washington
$1.54M -$12.9M -250,919 -89%
AWA
906
Alaska Wealth Advisors
Alaska
$1.53M +$1.53M +29,787 New
SLT
907
St Louis Trust
Missouri
$1.52M – – –
RI
908
Ridgewood Investments
New Jersey
$1.52M +$4.57K +89 +0.3%
VIP
909
Vista Investment Partners
Oklahoma
$1.52M +$1.52M +29,696 New
TFA
910
Transamerica Financial Advisors
Florida
$1.51M -$804K -15,658 -35%
MVA
911
Mount Vernon Associates
Maryland
$1.51M +$103K +2,000 +7%
JWM
912
Jeppson Wealth Management
California
$1.51M +$735K +14,329 +95%
FHA
913
Flagship Harbor Advisors
Massachusetts
$1.51M +$31.2K +608 +2%
RPSA
914
Richard P. Slaughter Associates
Texas
$1.51M +$154K +3,000 +11%
ITC
915
Inspire Trust Company
Nevada
$1.51M +$1.51M +29,336 New
RFG
916
Range Financial Group
Oregon
$1.5M +$33.1K +645 +2%
WGCA
917
Wolf Group Capital Advisors
Virginia
$1.5M +$16.6K +260 +1%
AF
918
Advisornet Financial
Minnesota
$1.5M -$75.9K -1,480 -5%
HCM
919
Harvey Capital Management
Florida
$1.5M -$1.39M -27,000 -48%
RSVP
920
Ramsay Stattman Vela & Price
Colorado
$1.5M -$20.5K -400 -1%
BAM
921
Boyar Asset Management
New York
$1.49M -$108K -2,108 -7%
OSNBOA
922
Old Second National Bank of Aurora
Illinois
$1.49M -$201K -3,919 -12%
TTWM
923
TCV Trust & Wealth Management
Virginia
$1.49M -$19.9K -388 -1%
JAG
924
Journey Advisory Group
Kentucky
$1.49M -$1.49M -29,125 -50%
TCM
925
Teza Capital Management
Illinois
$1.49M +$898K +17,496 +152%
35 36
37
38 39