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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 %
ICG
1201
InterOcean Capital Group
Tennessee
$877K +$18.1K +353 +2%
EFMC
1202
Empire Financial Management Company
New York
$874K -$658K -12,819 -43%
PFBT
1203
Parkside Financial Bank & Trust
Missouri
$873K -$75.7K -1,476 -8%
OIA
1204
Optimum Investment Advisors
Illinois
$873K -$123K -2,398 -12%
SWM
1205
Spire Wealth Management
Virginia
$872K -$87.8K -1,753 -9%
CFCI
1206
Comprehensive Financial Consultants Institutional
Indiana
$868K +$123K +2,402 +17%
FNFDCM
1207
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$867K -$2.36K -46 -0.3%
RBFC
1208
Roman Butler Fullerton & Co
Missouri
$866K -$82.1K -1,652 -9%
FFC
1209
First Financial Corp
Indiana
$866K -$51 -1 -0%
QWM
1210
Quadcap Wealth Management
Texas
$864K +$864K +16,845 New
CAM
1211
Covenant Asset Management
New Jersey
$864K -$392K -7,641 -31%
ACM
1212
Ategra Capital Management
Virginia
$864K -$173K -3,363 -17%
GLA
1213
Good Life Advisors
Pennsylvania
$862K -$33.2K -647 -4%
PEA
1214
Park Edge Advisors
Ohio
$857K – – –
IPW
1215
Impact Partnership Wealth
Georgia
$855K +$774K +15,082 +948%
SOAMC
1216
Spirit of America Management Corp
New York
$854K – – –
PCM
1217
Perkins Capital Management
Minnesota
$854K +$51.3K +1,000 +6%
ZIM
1218
Zacks Investment Management
Illinois
$853K -$11.9M -231,103 -93%
BTI
1219
Blue Trust Inc
Georgia
$852K -$25.4K -438 -3%
BWM
1220
Buckley Wealth Management
Nevada
$852K -$498K -9,696 -37%
ESB
1221
Essex Savings Bank
Connecticut
$848K -$250K -4,878 -23%
MHS
1222
M Holdings Securities
Oregon
$842K +$19.3K +377 +2%
PBC
1223
Pavion Blue Capital
California
$840K – – –
HL
1224
HeadInvest LLC
Maine
$839K -$87.8K -1,711 -9%
ANTB
1225
AMG National Trust Bank
Colorado
$839K -$171K -3,340 -17%
47 48
49
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