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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 %
QIM
951
Quest Investment Management
Oregon
$1.44M -$8.98K -175 -0.6%
LOAMS
952
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.43M +$529K +10,316 +59%
CNBTD
953
Citizens National Bank Trust Department
Mississippi
$1.43M -$12.3K -240 -0.9%
CFG
954
Citizens Financial Group
Rhode Island
$1.42M +$84.5K +1,646 +6%
BRA
955
Bender Robert & Associates
California
$1.42M -$257 -5 -0%
PVH
956
Psagot Value Holdings
Israel
$1.41M -$32.8K -639 -2%
KLCM
957
KG&L Capital Management
Louisiana
$1.4M +$294K +5,718 +26%
MM
958
Meridian Management
Arkansas
$1.4M +$12.6K +253 +0.9%
LAM
959
LECAP Asset Management
United Kingdom
$1.39M +$1.39M +27,179 New
WE
960
Wealth Effects
Massachusetts
$1.39M +$789K +15,371 +130%
MSS
961
Mitchell Sinkler & Starr
Pennsylvania
$1.39M +$623K +12,137 +81%
FMWA
962
Forvis Mazars Wealth Advisors
Missouri
$1.39M -$60.1K -1,172 -4%
SF
963
Slagle Financial
Illinois
$1.39M +$715K +27,774 +106%
3IP
964
3Chopt Investment Partners
Virginia
$1.38M +$238K +4,640 +21%
III
965
Independent Investors Inc
New York
$1.38M – – –
CBC
966
Coombe, Bender & Co
New York
$1.38M -$115K -2,242 -8%
PNC
967
Park National Corp
Ohio
$1.38M -$240K -4,682 -15%
SC
968
Syon Capital
California
$1.38M +$1.03M +19,998 +292%
NRG
969
Nemes Rush Group
Michigan
$1.37M -$36K -702 -3%
AAM
970
Auxier Asset Management
Oregon
$1.37M -$105K -2,049 -7%
WB
971
Webster Bank
Connecticut
$1.37M -$11.5K -224 -0.8%
LJAC
972
L.J. Altfest & Co
New York
$1.37M -$178K -3,468 -12%
GSB
973
Greenfield Savings Bank
Massachusetts
$1.37M +$12.2K +237 +0.9%
GFS
974
GYL Financial Synergies
Connecticut
$1.36M -$102K -1,984 -7%
MCCP
975
Mission Creek Capital Partners
California
$1.36M +$65.2K +1,270 +5%
37 38
39
40 41