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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 %
AAIS
1276
ABN AMRO Investment Solutions
$758K +$40.9K +797 +6%
CV
1277
Counterweight Ventures
North Carolina
$758K +$758K +14,771 New
RIA
1278
Richwood Investment Advisors
Ohio
$758K -$24.9K -486 -3%
OCM
1279
Orleans Capital Management
Louisiana
$755K -$832K -16,222 -52%
SSA
1280
Sierra Summit Advisors
Nevada
$755K +$755K +14,719 New
FMB
1281
Field & Main Bank
Kentucky
$753K -$53.6K -1,045 -7%
FTDI
1282
First Trust Direct Indexing
Massachusetts
$753K -$173K -3,371 -19%
GWSG
1283
GPS Wealth Strategies Group
Colorado
$751K -$57.1K -1,113 -7%
SPI
1284
Sutton Place Investors
New York
$750K +$750K +14,624 New
PMG
1285
ProVise Management Group
Florida
$750K -$17.8K -347 -2%
WWM
1286
Western Wealth Management
Colorado
$750K -$167K -3,258 -18%
HWA
1287
HCR Wealth Advisors
California
$750K +$72.1K +1,405 +11%
LSAG
1288
Lake Street Advisors Group
New Hampshire
$750K +$64.9K +1,264 +9%
ZIG
1289
Zuckerman Investment Group
Illinois
$747K +$18.5K +360 +3%
UBG
1290
United Bank (Georgia)
Georgia
$747K +$26.2K +510 +4%
N
1291
Numerai
California
$746K +$746K +14,544 New
QCG
1292
Quadrant Capital Group
Ohio
$745K -$131K -2,545 -15%
BO
1293
Bank OZK
Arkansas
$745K -$86.5K -1,686 -10%
SCM
1294
Schnieders Capital Management
California
$743K -$63.4K -1,235 -8%
KCM
1295
KRS Capital Management
Michigan
$742K -$56.7K -1,106 -7%
BC
1296
Burney Company
Virginia
$742K -$549K -10,703 -43%
ACA
1297
Aptus Capital Advisors
Alabama
$742K -$2.25M -43,854 -75%
SFS
1298
Stiles Financial Services
Minnesota
$741K +$257K +5,011 +53%
CWM
1299
Cornerstone Wealth Management
Missouri
$741K -$65.9K -1,285 -8%
DAC
1300
Dividend Assets Capital
South Carolina
$741K -$51.4K -1,001 -6%
50 51
52
53 54