BMY icon

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 %
HCM
1226
Hengehold Capital Management
Ohio
$838K +$7.7K +150 +0.9%
FIM
1227
Fruth Investment Management
Texas
$837K +$9.23K +180 +1%
CC
1228
Chicago Capital
Illinois
$836K -$590K -11,495 -41%
PI
1229
PFG Investments
New York
$828K +$135K +2,638 +20%
MCA
1230
MSH Capital Advisors
Arizona
$827K -$63.2K -1,232 -7%
AFG
1231
Alterity Financial Group
Maine
$826K -$6.36K -124 -0.8%
CCG
1232
Coastwise Capital Group
California
$826K -$342K -6,668 -29%
OFG
1233
OmniStar Financial Group
North Carolina
$826K -$307K -5,981 -27%
MAM
1234
Mystic Asset Management
Rhode Island
$825K +$20.2K +394 +3%
PWG
1235
Portside Wealth Group
Utah
$824K +$43.8K +853 +6%
CIA
1236
CCM Investment Advisers
South Carolina
$821K -$9.19M -179,014 -92%
Jones Financial Companies
1237
Jones Financial Companies
Missouri
$821K -$5.49K -107 -0.7%
CG
1238
Cutler Group
California
$820K +$804K +15,675 +5,073%
NCM
1239
NCM Capital Management
New Jersey
$817K +$35.9K +700 +5%
CPIG
1240
Chicago Partners Investment Group
Illinois
$815K +$6.93K +138 +0.9%
MWA
1241
Midland Wealth Advisors
Illinois
$813K +$813K +15,850 New
ITIM
1242
Indiana Trust & Investment Management
Indiana
$813K -$14.9K -290 -2%
CWM
1243
Calamos Wealth Management
Illinois
$813K -$144K -2,804 -15%
RWM
1244
Ritholtz Wealth Management
New York
$804K +$36.9K +720 +5%
PJSIMP
1245
P.J. Schmidt Investment Management (PJS)
Wisconsin
$803K -$200K -4,033 -20%
PAA
1246
Peregrine Asset Advisers
Oregon
$803K – – –
B
1247
Bailard
California
$803K -$8.33M -162,366 -91%
DI
1248
DFPG Investments
Utah
$802K -$10.7K -204 -1%
ECM
1249
Estabrook Capital Management
New York
$800K -$2.67K -52 -0.3%
FA
1250
Fountainhead AM
New Jersey
$796K +$6.72K +131 +0.9%
48 49
50
51 52