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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 %
RMAM
1126
Raab & Moskowitz Asset Management
New Jersey
$1.01M -$71.9K -1,402 -7%
AIM
1127
Acropolis Investment Management
Missouri
$1.01M +$122K +2,384 +14%
AWA
1128
Alta Wealth Advisors
Massachusetts
$1.01M -$40.8K -796 -4%
NCM
1129
Neumann Capital Management
California
$1.01M – – –
AFG
1130
Allegheny Financial Group
Pennsylvania
$1M +$40.9K +797 +4%
1WA
1131
180 Wealth Advisors
Washington
$1M +$27.5K +522 +3%
PK
1132
Pflug Koory
Nebraska
$999K -$15.7K -305 -2%
BG
1133
Benedetti & Gucer
Georgia
$999K -$155K -3,020 -13%
CFG
1134
Cooper Financial Group
California
$998K +$25.1K +489 +3%
WP
1135
WealthSource Partners
California
$997K -$111K -2,161 -10%
BLC
1136
Brown, Lisle/Cummings
Rhode Island
$997K +$61.6K +1,200 +7%
PAM
1137
Palisade Asset Management
Minnesota
$992K -$120K -2,348 -11%
CC
1138
Cipher Capital
New York
$991K +$683K +13,315 +222%
PL
1139
Perpetual Ltd
Australia
$990K -$481K -9,372 -33%
DWM
1140
Dakota Wealth Management
Florida
$988K -$234K -4,561 -19%
MA
1141
Montag & Associates
Georgia
$987K -$79.8K -1,555 -7%
CNC
1142
Citizens & Northern Corp
Pennsylvania
$987K -$45.3K -882 -4%
GRP
1143
Global Retirement Partners
California
$986K +$200 +4 +0%
RC
1144
Roundview Capital
New Jersey
$983K -$479K -9,341 -33%
P
1145
Pitcairn
Pennsylvania
$981K -$508K -9,895 -34%
MMPW
1146
Mitchell McLeod Pugh & Williams
Alabama
$974K -$10.4K -203 -1%
AAM
1147
Azzad Asset Management
Virginia
$972K +$8.62K +168 +0.9%
ACM
1148
Adalta Capital Management
New York
$971K -$8.47K -165 -0.9%
BWM
1149
BigSur Wealth Management
Florida
$970K +$35.9K +700 +4%
NL
1150
NWAM LLC
Washington
$970K +$47.3K +921 +5%
44 45
46
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