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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 %
RAG
1576
RIA Advisory Group
Iowa
$433K -$36.2K -706 -8%
AL
1577
Aspiriant LLC
California
$432K +$43.6K +849 +11%
BMC
1578
Benin Management Corp
Connecticut
$432K -$88K -1,716 -17%
CAG
1579
Crestwood Advisors Group
Massachusetts
$430K -$49.3K -961 -10%
GBWM
1580
Granite Bay Wealth Management
New Hampshire
$430K -$140K -2,660 -25%
CBTWT
1581
Community Bank & Trust (Waco, Texas)
Texas
$430K +$281K +5,484 +189%
SWM
1582
Selective Wealth Management
Virginia
$430K -$48.3K -928 -10%
BIG
1583
Brooklyn Investment Group
New York
$429K +$429K +8,360 New
CFS
1584
Commonwealth Financial Services
West Virginia
$428K -$24.6K -480 -5%
VCWA
1585
Vanguard Capital Wealth Advisors
Colorado
$426K +$221K +4,300 +108%
HBW
1586
Hazlett, Burt & Watson
West Virginia
$425K -$6.96K -136 -2%
OC
1587
Opinicus Capital
Florida
$425K +$425K +8,280 New
MW
1588
Marcum Wealth
Ohio
$425K -$178K -3,473 -30%
DP
1589
Dearborn Partners
Illinois
$425K -$20.5K -399 -5%
HI
1590
Human Investing
Oregon
$424K -$312K -6,081 -42%
AAG
1591
Armstrong Advisory Group
Massachusetts
$424K -$21.9K -427 -5%
DM
1592
Deerfield Management
New York
$424K +$424K +8,262 New
DWM
1593
Drive Wealth Management
Utah
$423K +$770 +15 +0.2%
RDWM
1594
Red Door Wealth Management
Tennessee
$423K -$222K -4,325 -34%
SIA
1595
Strategic Investment Advisors
Michigan
$423K +$423K +8,237 New
SIA
1596
Soltis Investment Advisors
Utah
$422K +$77.7K +1,514 +23%
FG
1597
Foster Group
Iowa
$422K – – –
TIMH
1598
Tilt Investment Management Holdings
New York
$421K -$160K -3,127 -28%
AWAG
1599
ARS Wealth Advisors Group
Florida
$421K -$5.3M -103,371 -93%
SIAG
1600
Signet Investment Advisory Group
Rhode Island
$419K +$10.3K +200 +3%
62 63
64
65 66