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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 %
AAM
1601
Aureus Asset Management
Massachusetts
$419K – – –
PSFG
1602
Prairie Sky Financial Group
Illinois
$419K -$4.41K -86 -1%
AFM
1603
Armstrong Fleming & Moore
District of Columbia
$418K – – –
CAL
1604
Capital Analysts LLC
Pennsylvania
$418K -$113K -2,201 -21%
TW
1605
TrinityPoint Wealth
Connecticut
$417K -$1.53M -29,722 -79%
TBNY
1606
Trustco Bank (New York)
New York
$417K -$17K -332 -4%
CCP
1607
Cassia Capital Partners
North Carolina
$416K +$8.57K +167 +2%
WFS
1608
Widmann Financial Services
Maryland
$415K -$53.1K -1,035 -11%
GWI
1609
Grace & White Inc
New York
$414K – – –
PMIA
1610
Patrick Mauro Investment Advisor
Illinois
$414K -$1.13M -22,050 -73%
ACA
1611
American Capital Advisory
Idaho
$413K +$413K +8,058 New
WAM
1612
WNY Asset Management
New York
$412K -$4.11K -80 -1%
SCM
1613
Stonehearth Capital Management
Massachusetts
$411K +$129K +2,508 +46%
SFI
1614
SPC Financial Inc
Maryland
$411K -$169K -3,288 -29%
MA
1615
MBA Advisors
Pennsylvania
$410K -$205K -3,995 -33%
MAM
1616
Morse Asset Management
Connecticut
$410K – – –
ORG
1617
Optimist Retirement Group
Washington
$410K +$410K +7,990 New
FWP
1618
FAS Wealth Partners
Kansas
$410K -$57.5K -1,120 -12%
BBNA
1619
Bremer Bank National Association
Minnesota
$410K -$32.8K -640 -7%
PWP
1620
Principle Wealth Partners
Connecticut
$409K -$131K -2,555 -24%
EWM
1621
EPG Wealth Management
Georgia
$407K -$6.67K -137 -2%
GCM
1622
Gables Capital Management
Florida
$407K +$35.9K +700 +10%
OPW
1623
Oxler Private Wealth
New York
$407K -$1.08M -21,120 -73%
CAM
1624
Cozad Asset Management
Illinois
$406K -$71.9K -1,401 -15%
NAS
1625
Nicolet Advisory Services
Wisconsin
$405K -$256K -4,901 -39%
63 64
65
66 67