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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 %
MME
1026
Meag Munich Ergo
Germany
$1.22M – – –
AWM
1027
Aries Wealth Management
Maine
$1.22M -$105K -2,037 -8%
HI
1028
Harbour Investments
Wisconsin
$1.22M -$126K -2,452 -9%
Luther King Capital Management (LKCM)
1029
Luther King Capital Management (LKCM)
Texas
$1.22M -$335K -6,522 -21%
HI
1030
Horizon Investments
North Carolina
$1.22M -$1.42M -27,927 -54%
QIM
1031
Quantitative Investment Management
Virginia
$1.21M +$1.21M +23,614 New
RCAG
1032
Rehmann Capital Advisory Group
Michigan
$1.21M +$2.36K +46 +0.2%
WPC
1033
White Pine Capital
Minnesota
$1.2M -$324K -6,322 -21%
HCM
1034
Highlander Capital Management
New Jersey
$1.2M +$59.5K +1,160 +5%
HW
1035
Hancock Whitney
Mississippi
$1.19M -$205K -3,990 -15%
RMCM
1036
Reynders McVeigh Capital Management
Massachusetts
$1.19M -$105K -2,039 -8%
TFS
1037
Thoroughbred Financial Services
Tennessee
$1.19M +$54.6K +1,065 +5%
DPIM
1038
Duff & Phelps Investment Management
Illinois
$1.18M – – –
KA
1039
Kovack Advisors
Florida
$1.18M +$271K +5,279 +30%
SC
1040
Schulhoff & Co
Ohio
$1.18M – – –
DJSG
1041
D.J. St. Germain
Massachusetts
$1.18M +$8.62K +168 +0.7%
CCA
1042
Cobblestone Capital Advisors
New York
$1.18M +$205K +3,997 +21%
HH
1043
Hilltop Holdings
Texas
$1.17M -$515K -10,037 -31%
MTC
1044
Matrix Trust Company
Colorado
$1.17M -$32.9K -642 -3%
EWA
1045
Exencial Wealth Advisors
Oklahoma
$1.16M -$198K -3,853 -15%
TT
1046
TI-Trust
Illinois
$1.16M – – –
SPC
1047
Sigma Planning Corp
Michigan
$1.16M -$2.24M -43,690 -66%
MFG
1048
MidWestOne Financial Group
Iowa
$1.16M -$546K -10,649 -32%
SCM
1049
Stonebridge Capital Management
California
$1.16M – – –
MTIM
1050
Marathon Trading Investment Management
Pennsylvania
$1.15M +$1.15M +22,373 New
40 41
42
43 44