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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 %
NW
1301
Naviter Wealth
Arkansas
$741K -$157K -3,065 -18%
CCM
1302
Cohen Capital Management
California
$738K – – –
NP
1303
NorthRock Partners
Minnesota
$733K +$194K +3,781 +36%
FUBT
1304
First United Bank & Trust
Maryland
$732K -$373K -7,272 -34%
CFGS
1305
Concourse Financial Group Securities
Alabama
$730K -$1.4M -27,326 -66%
SAM
1306
Sawgrass Asset Management
Florida
$729K +$2.57K +50 +0.4%
CFA
1307
Capstone Financial Advisors
Illinois
$729K -$2.87K -56 -0.4%
GD
1308
Grandfield & Dodd
New York
$726K +$4.67K +91 +0.6%
HCP
1309
Hexagon Capital Partners
Arkansas
$720K +$203K +3,955 +39%
IF
1310
Ironwood Financial
Arizona
$717K – – –
CWS
1311
Confluence Wealth Services
Pennsylvania
$712K -$362K -7,056 -34%
SWA
1312
Sax Wealth Advisors
New Jersey
$711K +$14.1K +275 +2%
WPW
1313
Waldron Private Wealth
Pennsylvania
$711K -$205K -3,995 -22%
EWM
1314
Empirical Wealth Management
Washington
$710K -$254K -4,951 -26%
TCM
1315
Triumph Capital Management
Colorado
$707K +$442K +8,605 +166%
GL
1316
Graypoint LLC
New York
$707K +$94.8K +1,848 +15%
TPWA
1317
TRUE Private Wealth Advisors
Oregon
$706K -$2.47M -48,125 -78%
LHC
1318
Little House Capital
Massachusetts
$704K -$75.7K -1,475 -10%
LCM
1319
LVM Capital Management
Michigan
$703K -$10.3K -200 -1%
VI
1320
Versor Investments
New York
$698K +$96K +1,870 +16%
GIM
1321
Gold Investment Management
Alberta, Canada
$697K +$697K +13,579 New
VRM
1322
Vectors Research Management
New York
$696K -$2.38K -46 -0.3%
SCA
1323
St. Clair Advisors
Ohio
$696K -$543K -10,573 -44%
SFWA
1324
Summit Financial Wealth Advisors
Louisiana
$695K -$107K -2,080 -13%
MM
1325
MQS Management
New York
$694K -$24.6K -479 -3%
51 52
53
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