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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 %
CWM
1101
Congress Wealth Management
Massachusetts
$1.05M +$554K +10,791 +111%
SAM
1102
Simplify Asset Management
Nevada
$1.05M +$1.05M +20,547 New
FWM
1103
Forza Wealth Management
Florida
$1.05M -$110K -2,150 -9%
SI
1104
Symmetry Investments
Jersey
$1.05M +$1.05M +20,537 New
MWM
1105
Mission Wealth Management
California
$1.05M -$23.9K -466 -2%
IIM
1106
Ipswich Investment Management
Massachusetts
$1.04M -$14.9K -290 -1%
PCMK
1107
Paragon Capital Management (Kansas)
Kansas
$1.04M -$1.17M -22,830 -53%
FAB
1108
First American Bank
Illinois
$1.04M -$212K -4,128 -17%
ZIC
1109
ZWJ Investment Counsel
Georgia
$1.04M -$8.72K -170 -0.8%
BCA
1110
Bay Colony Advisors
Massachusetts
$1.04M -$594K -11,576 -36%
MMG
1111
Monetary Management Group
Missouri
$1.03M -$187K -3,650 -15%
KIC
1112
Keating Investment Counselors
Florida
$1.03M -$5.13K -100 -0.5%
MFG
1113
Merit Financial Group
Georgia
$1.03M -$1.31M -25,473 -56%
IHL
1114
Investment House LLC
California
$1.03M -$250K -4,868 -20%
WDA
1115
Wendell David Associates
New Hampshire
$1.02M +$43.8K +853 +4%
BMC
1116
Beaton Management Company
Massachusetts
$1.02M -$6.87K -134 -0.7%
CWM
1117
Chesapeake Wealth Management
Virginia
$1.02M -$41.9K -817 -4%
MAS
1118
Meeder Advisory Services
Ohio
$1.02M -$116K -2,265 -10%
CCB
1119
Cutter & Co Brokerage
Missouri
$1.02M -$129K -2,522 -11%
TFCM
1120
Taylor Frigon Capital Management
Arizona
$1.02M -$5.59K -109 -0.5%
UBV
1121
United Bank (Virginia)
Virginia
$1.02M -$258K -5,029 -20%
DWMS
1122
Dominguez Wealth Management Solutions
Virginia
$1.02M -$534K -10,414 -34%
WAL
1123
W Advisors LLC
Tennessee
$1.01M +$7.24K +141 +0.7%
FIM
1124
Freedom Investment Management
Connecticut
$1.01M -$1.08M -21,013 -52%
RAM
1125
Ramirez Asset Management
New York
$1.01M – – –
43 44
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