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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 %
CIC
1526
Crawford Investment Counsel
Georgia
$478K -$91.2K -1,777 -16%
LWAM
1527
Legacy Wealth Asset Management
Minnesota
$478K -$1.23K -24 -0.3%
LA
1528
Lynch & Associates
Indiana
$477K -$21K -409 -4%
BWP
1529
Baldwin Wealth Partners
Massachusetts
$477K -$94.2K -1,836 -16%
RMDI
1530
R.M. Davis Inc
Maine
$477K -$62.8K -1,223 -12%
1WM
1531
1858 Wealth Management
Ohio
$476K +$476K +9,272 New
JWWM
1532
Johnson & White Wealth Management
Pennsylvania
$473K -$82K -1,598 -15%
PA
1533
Procyon Advisors
Connecticut
$473K -$223K -4,350 -32%
APP
1534
Avantax Planning Partners
Iowa
$472K +$51.3K +1,000 +12%
BHPW
1535
Beverly Hills Private Wealth
California
$471K +$88.3K +1,720 +23%
DA
1536
DCM Advisors
New York
$470K +$470K +9,158 New
BFA
1537
Bill Few Associates
Pennsylvania
$470K +$37.2K +725 +9%
FTC
1538
Farmers Trust Company
Ohio
$468K +$14.1K +275 +3%
MMM
1539
Mendel Money Management
Illinois
$467K +$14.4K +280 +3%
GA
1540
Goldstein Advisors
Wisconsin
$466K -$20.5K -400 -4%
WKWM
1541
Walter & Keenan Wealth Management
Indiana
$465K -$35.9K -700 -7%
UCI
1542
Uncommon Cents Investing
Wisconsin
$464K +$191K +3,715 +70%
BAM
1543
Bellevue Asset Management
Washington
$463K -$2.1K -41 -0.5%
CB
1544
CNB Bank
Pennsylvania
$462K -$5.39K -105 -1%
CRI
1545
Colonial River Investments
Virginia
$461K +$67.1K +1,308 +17%
BWP
1546
BSW Wealth Partners
Colorado
$457K +$71.7K +1,398 +19%
WP
1547
WMS Partners
Maryland
$455K -$135K -2,624 -23%
CSA
1548
Cottage Street Advisors
Massachusetts
$454K -$15.2K -293 -3%
AIM
1549
Aspen Investment Management
Michigan
$453K -$27.2K -530 -6%
SIMG
1550
Sonora Investment Management Group
Arizona
$452K +$89.9K +1,753 +25%
60 61
62
63 64