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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 %
FCAS
1176
First Command Advisory Services
Texas
$924K – – –
DFA
1177
Delta Financial Advisors
Louisiana
$923K -$576K -11,231 -38%
CNAM
1178
Campbell Newman Asset Management
Wisconsin
$921K -$763K -14,869 -45%
AMIM
1179
Aull & Monroe Investment Management
Alabama
$920K -$41K -800 -4%
GPA
1180
Garrison Point Advisors
California
$917K -$20.8K -406 -2%
CW
1181
CreativeOne Wealth
Kansas
$915K +$236K +4,592 +35%
CTC
1182
Cetera Trust Company
Minnesota
$912K +$912K +17,767 New
CT
1183
Chicago Trust
Illinois
$909K -$330K -6,439 -27%
FBT
1184
First Bankers Trust
Kentucky
$907K -$38.5K -750 -4%
VST
1185
Van Strum & Towne
California
$905K – – –
SIM
1186
Stratos Investment Management
Ohio
$905K -$67.2K -1,309 -7%
TPI
1187
Trust Point Inc
Wisconsin
$904K +$904K +17,609 New
RGF
1188
Retirement Guys Formula
Ohio
$902K +$161K +3,131 +22%
AT
1189
Arden Trust
Delaware
$902K -$33.8K -658 -4%
VCAM
1190
Van Cleef Asset Management
Ohio
$902K +$169K +3,299 +23%
BOH
1191
Bank of Hawaii
Hawaii
$901K -$26.1K -509 -3%
CRC
1192
Curi RMB Capital
Illinois
$899K +$53.9K +1,051 +6%
Fayez Sarofim & Co
1193
Fayez Sarofim & Co
Texas
$899K -$45.2K -908 -5%
BJL
1194
Brighton Jones LLC
Washington
$896K -$431K -8,408 -32%
DIP
1195
DT Investment Partners
Pennsylvania
$892K -$29.4K -595 -3%
BTWM
1196
Baker Tilly Wealth Management
Wisconsin
$892K -$70.7K -1,377 -7%
SAM
1197
Seelaus Asset Management
New Jersey
$883K -$84.7K -1,650 -9%
AW
1198
Alaethes Wealth
Nevada
$882K -$31.6K -615 -3%
FAIM
1199
Financial Advocates Investment Management
Washington
$882K +$80.9K +1,576 +10%
FFO
1200
Fiduciary Family Office
Florida
$882K +$882K +17,183 New
46 47
48
49 50