BMY icon

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 %
BFO
976
Boston Family Office
Massachusetts
$1.36M -$147K -2,868 -10%
KFP
977
KMG Fiduciary Partners
Ohio
$1.36M -$245K -4,767 -15%
LFAS
978
Level Four Advisory Services
Texas
$1.35M -$181K -3,527 -12%
JIM
979
Jensen Investment Management
Oregon
$1.35M – – –
LAM
980
Lakewood Asset Management
Illinois
$1.35M -$296K -5,765 -18%
MFGM
981
Marshall Financial Group (Maryland)
Maryland
$1.35M +$1.35M +26,313 New
IAIM
982
International Assets Investment Management
Florida
$1.35M +$189K +3,684 +16%
WA
983
Wealth Alliance
New York
$1.35M -$46.7K -911 -3%
YIA
984
YHB Investment Advisors
Connecticut
$1.34M -$26.6K -518 -2%
Wolverine Trading
985
Wolverine Trading
Illinois
$1.34M -$3.41M -66,410 -72%
SC
986
Stolper & Co
Oklahoma
$1.34M -$29K -565 -2%
PTP
987
Platform Technology Partners
New York
$1.34M +$145K +2,908 +12%
SLI
988
Sumitomo Life Insurance
Japan
$1.34M -$70.3K -1,370 -5%
ACM
989
Ardent Capital Management
Ohio
$1.33M -$103K -2,000 -7%
CANY
990
Caxton Associates (New York)
New York
$1.33M – – –
LIM
991
Leavell Investment Management
Alabama
$1.33M -$103K -2,010 -7%
CW
992
Connectus Wealth
Ohio
$1.32M +$246K +4,791 +23%
LCM
993
Lazari Capital Management
California
$1.32M -$29.2K -570 -2%
MG
994
Mather Group
Illinois
$1.32M +$87K +1,696 +7%
Group One Trading
995
Group One Trading
Illinois
$1.32M -$1.17M -22,723 -47%
FCCM
996
First City Capital Management
Georgia
$1.31M -$31.5K -614 -2%
CAMG
997
CWA Asset Management Group
Florida
$1.31M +$889K +17,332 +214%
B
998
Birchbrook
Maine
$1.3M +$1.3M +25,385 New
CAMV
999
Concord Asset Management (Virginia)
Virginia
$1.3M +$500K +9,738 +62%
AI
1000
AXS Investments
New York
$1.3M +$261K +5,088 +25%
38 39
40
41 42