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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 %
GA
1551
Geller Advisors
New York
$450K -$46.8K -913 -9%
TGAM
1552
TBH Global Asset Management
Tennessee
$449K -$1.04M -20,196 -70%
LSA
1553
Lansing Street Advisors
Pennsylvania
$447K +$447K +8,703 New
AI
1554
AdvisorShares Investments
Maryland
$446K +$446K +8,699 New
OCPWS
1555
One Charles Private Wealth Services
Massachusetts
$446K -$35.4K -689 -7%
MMHP
1556
Murphy Middleton Hinkle & Parker
Georgia
$444K – – –
PIA
1557
Powell Investment Advisors
Florida
$444K – – –
MC
1558
Mirabaud & Cie
Switzerland
$442K +$442K +8,620 New
EI
1559
Ellevest Inc
New York
$442K -$59.7K -1,164 -12%
CWP
1560
Cyndeo Wealth Partners
Florida
$441K +$8.26K +161 +2%
WSCM
1561
Wellington Shields Capital Management
New York
$441K -$7.85K -153 -2%
SC
1562
Steph & Co
Wisconsin
$440K -$132K -2,571 -23%
MTC
1563
McDaniel Terry & Co
Texas
$439K -$18.7K -365 -4%
ACM
1564
AlphaStar Capital Management
North Carolina
$437K +$437K +8,524 New
APG
1565
Abacus Planning Group
South Carolina
$437K -$122K -2,373 -22%
AFP
1566
Ausdal Financial Partners
Iowa
$437K -$13.5K -263 -3%
DE
1567
Day & Ennis
Georgia
$436K – – –
SAM
1568
Summit Asset Management
Tennessee
$436K +$30.8K +600 +8%
CC
1569
Cornerstone Capital
California
$435K – – –
CAG
1570
Csenge Advisory Group
Florida
$434K -$137K -2,676 -24%
SS
1571
Sunbelt Securities
Texas
$434K +$83.7K +1,631 +24%
KAS
1572
KPP Advisory Services
Kentucky
$434K -$80.4K -1,567 -16%
HA
1573
HC Advisors
Georgia
$433K +$7.95K +155 +2%
CAL
1574
Capital Advisors Ltd
Ohio
$433K +$26.6K +519 +7%
CRWM
1575
Castle Rock Wealth Management
California
$433K +$6.98K +134 +2%
61 62
63
64 65