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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 %
NME
1326
Notis-McConarty Edward
$693K -$355K -6,915 -34%
DWM
1327
Dorchester Wealth Management
Quebec, Canada
$691K -$6.11K -119 -0.9%
BFA
1328
Beacon Financial Advisory
Ohio
$690K -$5.59K -109 -0.8%
IAS
1329
Insigneo Advisory Services
Florida
$688K +$688K +13,409 New
CCWM
1330
Cassaday & Co Wealth Management
Virginia
$687K -$308 -6 -0%
CT
1331
Coastline Trust
Rhode Island
$687K -$77.5K -1,510 -10%
WWA
1332
WCG Wealth Advisors
Nevada
$686K -$19.4K -379 -3%
BL
1333
Balentine LLC
Georgia
$686K -$125K -2,431 -15%
CCMG
1334
Clark Capital Management Group
Pennsylvania
$684K -$81.7K -1,592 -11%
FFBTD
1335
First Financial Bank - Trust Division
Ohio
$682K -$7.03K -137 -1%
MHIC
1336
Marble Harbor Investment Counsel
Massachusetts
$678K -$220K -4,292 -25%
SFG
1337
Sovereign Financial Group
Connecticut
$678K -$48.7K -950 -7%
EHC
1338
Everett Harris & Co
California
$678K -$173K -3,367 -20%
AP
1339
Atwood & Palmer
Missouri
$677K – – –
BIAS
1340
Beacon Investment Advisory Services
New Jersey
$677K -$410K -7,983 -38%
PWAM
1341
Pinnacle West Asset Management
Wyoming
$674K +$24K +467 +4%
CWM
1342
Compass Wealth Management
Connecticut
$673K -$561K -10,931 -45%
PWP
1343
Private Wealth Partners
California
$673K -$10.1K -197 -1%
RPCONE
1344
Retirement Planning Company of New England
Rhode Island
$672K +$47.3K +922 +8%
MIS
1345
Morningstar Investment Services
Illinois
$671K +$269K +5,251 +67%
USB
1346
Union Savings Bank
Connecticut
$669K +$8.57K +167 +1%
AWA
1347
Arete Wealth Advisors
Illinois
$669K +$22.3K +435 +3%
MBT
1348
Montecito Bank & Trust
California
$663K -$324K -6,308 -33%
AAM
1349
Alphadyne Asset Management
New York
$663K +$161K +3,133 +32%
SPA
1350
Sherbrooke Park Advisers
New York
$662K -$1.34M -26,034 -67%
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54
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