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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 %
NPA
1351
Nichols & Pratt Advisers
Massachusetts
$662K – – –
CGL
1352
Clarius Group LLC
Washington
$660K -$169K -3,293 -20%
AF
1353
Apexium Financial
Texas
$659K +$248K +4,842 +61%
CS
1354
Cannell & Spears
New York
$658K -$17.7K -344 -3%
BFM
1355
Boston Financial Management
Massachusetts
$656K -$21.6K -421 -3%
PIMG
1356
Patriot Investment Management Group
Tennessee
$655K -$19.6K -382 -3%
BONH
1357
Bank of New Hampshire
New Hampshire
$654K -$565K -11,015 -46%
CAI
1358
Capital Advisors Inc
Oklahoma
$654K -$7.44K -145 -1%
BIM
1359
Bridges Investment Management
Nebraska
$653K – – –
DS
1360
DRW Securities
Illinois
$653K +$448K +8,740 +219%
HT
1361
Headlands Technologies
Illinois
$650K +$650K +12,659 New
RWMG
1362
Redwood Wealth Management Group
New Jersey
$648K +$115K +2,247 +22%
SMH
1363
Sanders Morris Harris
Texas
$645K -$2.99M -57,657 -82%
CB
1364
Centennial Bank
Arkansas
$643K +$1.13K +22 +0.2%
VH
1365
Visionary Horizons
Tennessee
$643K +$643K +12,522 New
GI
1366
GAMMA Investing
California
$639K +$639K +13,076 New
CBT
1367
CoreFirst Bank & Trust
Kansas
$635K -$32.2K -627 -5%
FAM
1368
Formidable Asset Management
Ohio
$632K – – –
KFA
1369
Kapstone Financial Advisors
Ohio
$631K -$20.6K -415 -3%
KWM
1370
Keebeck Wealth Management
Illinois
$626K -$233K -4,547 -27%
ARC
1371
Advisor Resource Council
Texas
$626K +$626K +12,195 New
SCM
1372
SOL Capital Management
Maryland
$620K +$5.13K +100 +0.8%
HR
1373
Howe & Rusling
New York
$619K -$82K -1,598 -12%
CAM
1374
Cidel Asset Management
Ontario, Canada
$618K +$618K +12,040 New
CF
1375
Centaurus Financial
California
$617K -$31K -605 -5%
53 54
55
56 57