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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 %
CCIA
1001
Cherry Creek Investment Advisors
Colorado
$1.29M -$97K -1,890 -7%
SIG
1002
Sky Investment Group
Connecticut
$1.29M +$29.8K +580 +2%
AIM
1003
Alhambra Investment Management
Florida
$1.29M -$19.9K -388 -2%
TC
1004
Telemus Capital
Michigan
$1.29M -$28.1K -547 -2%
MCM
1005
Monarch Capital Management
Indiana
$1.29M -$11.5K -225 -0.9%
SACTSONJ
1006
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.28M – – –
SWM
1007
Shelton Wealth Management
Texas
$1.28M -$1.23K -24 -0.1%
HIM
1008
Harbour Investment Management
Washington
$1.28M -$150K -2,930 -11%
LIM
1009
Longfellow Investment Management
Massachusetts
$1.28M – – –
GIM
1010
Guardian Investment Management
California
$1.27M -$567K -11,043 -31%
TNB
1011
Thomasville National Bank
Georgia
$1.27M +$103 +2 +0%
CCT
1012
Capital City Trust
Florida
$1.27M -$63.3K -1,233 -5%
HI
1013
Humankind Investments
New York
$1.26M +$226K +4,403 +22%
CG
1014
Caprock Group
Idaho
$1.26M -$228K -4,452 -15%
BB
1015
Bell Bank
North Dakota
$1.26M +$50.5K +985 +4%
HCM
1016
Howland Capital Management
Massachusetts
$1.26M -$38.4K -749 -3%
HWM
1017
Hohimer Wealth Management
Washington
$1.26M -$1.04M -20,225 -45%
BB
1018
Berkshire Bank
Massachusetts
$1.26M -$98.3K -1,916 -7%
TAM
1019
Trust Asset Management
Texas
$1.26M – – –
EHWM
1020
Eads & Heald Wealth Management
Georgia
$1.25M -$120K -2,346 -9%
First Manhattan
1021
First Manhattan
New York
$1.24M -$326K -6,359 -21%
PFC
1022
Poplar Forest Capital
California
$1.23M – – –
AI
1023
Atom Investors
Texas
$1.23M +$1.23M +23,921 New
CAM
1024
Cobblestone Asset Management
Virginia
$1.22M +$597K +11,644 +95%
CIA
1025
Concurrent Investment Advisors
Florida
$1.22M +$1.22M +23,863 New
39 40
41
42 43