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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 %
LIM
1151
Letson Investment Management
Georgia
$970K +$970K +18,896 New
CHC
1152
City Holding Co
West Virginia
$968K -$96.4K -1,878 -9%
CA
1153
Claro Advisors
Massachusetts
$968K -$162K -3,153 -14%
BHA
1154
Beech Hill Advisors
New York
$966K -$20.5K -400 -2%
AIC
1155
Archer Investment Corporation
Indiana
$963K -$16.1K -314 -2%
ST
1156
Spinnaker Trust
Maine
$962K -$1.19M -23,191 -55%
A
1157
AlphaQuest
New York
$961K +$961K +18,738 New
WIC
1158
Woodmont Investment Counsel
Tennessee
$955K -$279K -5,445 -23%
PWM
1159
Partnership Wealth Management
Maryland
$946K +$946K +19,362 New
PIM
1160
Penobscot Investment Management
Massachusetts
$946K +$30.8K +600 +3%
CD
1161
Chapin Davis
Maryland
$943K +$11K +214 +1%
CCIA
1162
Campbell & Co Investment Adviser
Maryland
$940K -$892K -17,382 -49%
SL
1163
Sentry LLC
Tennessee
$940K – – –
TPW
1164
Transatlantique Private Wealth
New York
$938K -$55.8K -1,088 -6%
QPWM
1165
Quadrant Private Wealth Management
Pennsylvania
$937K -$100K -1,950 -10%
AIA
1166
Affinity Investment Advisors
California
$937K -$110K -2,140 -10%
CHAM
1167
Clear Harbor Asset Management
Connecticut
$936K +$15.2K +297 +2%
HIA
1168
Harbor Investment Advisory
Maryland
$935K -$374K -7,280 -29%
BIM
1169
Baldwin Investment Management
Pennsylvania
$930K -$779K -15,185 -46%
BHCM
1170
Brevan Howard Capital Management
Jersey
$929K +$63.9K +1,245 +7%
OQS
1171
Occudo Quantitative Strategies
Florida
$928K -$700K -13,639 -43%
AB
1172
Atlas Brown
Kentucky
$927K -$12.6K -246 -1%
GIP
1173
Granite Investment Partners
California
$926K -$164K -3,200 -15%
MGIA
1174
Moneta Group Investment Advisors
Missouri
$925K -$137K -2,663 -13%
RA
1175
RFG Advisory
Alabama
$924K +$54.6K +1,064 +6%
45 46
47
48 49