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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 %
CIAS
1376
Capital Investment Advisory Services
North Carolina
$617K +$80.5K +1,568 +15%
FPAS
1377
Focus Partners Advisor Solutions
Missouri
$617K -$1.09M -21,175 -64%
EA
1378
Everpar Advisors
Oklahoma
$616K +$616K +11,996 New
WPA
1379
Winning Points Advisors
Florida
$615K -$25.7K -500 -4%
WPP
1380
Whalerock Point Partners
Rhode Island
$614K -$111K -2,171 -15%
XWM
1381
Xcel Wealth Management
Florida
$614K -$164K -3,195 -21%
ECU
1382
Eisler Capital (UK)
United Kingdom
$613K +$613K +11,953 New
NS
1383
NBC Securities
Alabama
$613K +$191K +3,724 +45%
SAG
1384
SageView Advisory Group
California
$611K -$94.8K -1,920 -13%
LWA
1385
Lantern Wealth Advisors
New York
$611K +$611K +11,904 New
DBG
1386
De Burlo Group
Massachusetts
$611K – – –
ACS
1387
Archford Capital Strategies
Illinois
$608K -$43.1K -840 -7%
TF
1388
Tompkins Financial
New York
$607K +$69.7K +1,358 +13%
FFG
1389
Fortem Financial Group
California
$607K -$60.2K -1,173 -9%
CGA
1390
Crescent Grove Advisors
Illinois
$607K +$56.2K +1,095 +10%
BC
1391
Barrett & Company
Rhode Island
$606K -$2.26K -44 -0.4%
AIA
1392
Alera Investment Advisors
Illinois
$606K -$51.3K -1,000 -8%
BCB
1393
Brian C. Broderick
$605K +$5.13K +100 +0.9%
NHT
1394
New Hampshire Trust
New Hampshire
$605K -$10K -195 -2%
RWPA
1395
Richard W. Paul & Associates
Michigan
$605K +$204K +3,973 +51%
CPIA
1396
Cornell Pochily Investment Advisors
New York
$604K -$49.9K -973 -8%
RSWM
1397
Robertson Stephens Wealth Management
California
$604K -$269K -5,234 -31%
CA
1398
CapWealth Advisors
Tennessee
$604K – – –
ATIA
1399
American Trust Investment Advisors
New Hampshire
$603K +$41.3K +804 +7%
ET
1400
Entropy Technologies
New York
$600K +$600K +11,702 New
54 55
56
57 58