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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 %
NSB
1451
Norway Savings Bank
Maine
$549K -$2.31K -45 -0.4%
CBFP
1452
Cedar Brook Financial Partners
Ohio
$548K +$43.6K +869 +9%
IPAM
1453
Investment Partners Asset Management
New Jersey
$547K +$547K +10,669 New
6F
1454
626 Financial
Michigan
$547K -$2.05K -40 -0.4%
FA
1455
FDx Advisors
Illinois
$546K +$81.5K +1,589 +18%
NG
1456
Norden Group
Utah
$546K +$39.7K +773 +8%
FSA
1457
Franklin Street Advisors
North Carolina
$545K -$25.7K -500 -4%
DF
1458
Donoghue Forlines
Massachusetts
$543K -$589K -11,474 -52%
RHAM
1459
Round Hill Asset Management
California
$543K – – –
WA
1460
WBH Advisory
Maryland
$541K -$32.2K -628 -6%
JE
1461
JMAC Enterprises
Pennsylvania
$541K -$84K -1,637 -13%
WP
1462
Westmount Partners
California
$540K -$64.3K -1,254 -11%
GM
1463
GeoWealth Management
Illinois
$539K +$437K +8,505 +427%
GI
1464
Gradient Investments
Minnesota
$538K -$7.52M -146,536 -93%
IF
1465
IRON Financial
Illinois
$537K -$26.1K -509 -5%
SFG
1466
Summit Financial Group
West Virginia
$535K -$2.57K -50 -0.5%
AAS
1467
Annex Advisory Services
Wisconsin
$534K -$5.38M -104,838 -91%
HT
1468
Heritage Trust
Oklahoma
$533K -$1.43M -27,889 -73%
SN
1469
Sittner & Nelson
Oregon
$532K +$42.9K +837 +9%
BST
1470
Bath Savings Trust
Maine
$530K -$62.1K -1,210 -10%
AWM
1471
Angeles Wealth Management
California
$530K +$90K +1,754 +20%
PFA
1472
Pettinga Financial Advisors
Indiana
$529K +$1.03K +20 +0.2%
PCMI
1473
Paradigm Capital Management Inc
New York
$528K – – –
VFPI
1474
Vantage Financial Partners (Illinois)
Illinois
$527K -$123K -2,400 -19%
IBOK
1475
Independence Bank of Kentucky
Kentucky
$526K -$73.5K -1,432 -12%
57 58
59
60 61