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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 %
SWP
1626
Strategic Wealth Partners
Ohio
$405K -$64.3K -1,253 -14%
BFC
1627
Blue Fin Capital
Rhode Island
$404K -$2.1K -41 -0.5%
VWA
1628
Visionary Wealth Advisors
Illinois
$404K -$25.6K -499 -6%
GCM
1629
Gallacher Capital Management
Colorado
$403K +$146K +2,855 +57%
LI
1630
LMCG Investments
Massachusetts
$402K -$6.07M -118,251 -94%
EIP
1631
Ellis Investment Partners
Pennsylvania
$401K +$7.39K +144 +2%
HGERS
1632
Householder Group Estate & Retirement Specialist
Arizona
$401K -$17.2K -335 -4%
CCWM
1633
Correct Capital Wealth Management
Missouri
$399K +$399K +7,775 New
CFA
1634
CWS Financial Advisors
Michigan
$399K -$142K -2,768 -26%
AAS
1635
Ameritas Advisory Services
Nebraska
$399K -$472K -9,392 -54%
PE
1636
Point72 Europe
United Kingdom
$398K +$398K +7,759 New
BW
1637
Bison Wealth
Georgia
$398K +$70.9K +1,381 +22%
EBA
1638
Eagle Bay Advisors
New York
$397K -$16K -312 -4%
SAA
1639
Southeast Asset Advisors
Georgia
$396K +$100K +1,950 +34%
SSWM
1640
Smith Salley Wealth Management
North Carolina
$394K -$297K -5,795 -43%
HTIM
1641
Harbour Trust & Investment Management
Indiana
$393K +$393K +7,665 New
PCM
1642
Princeton Capital Management
New Jersey
$393K -$60.1K -1,172 -13%
BSC
1643
Brown Shipley & Co
United Kingdom
$392K -$15.5K -303 -4%
SF
1644
Summit Financial
New Jersey
$391K -$166K -3,229 -30%
CA
1645
CoreCap Advisors
Michigan
$390K +$99.7K +1,944 +34%
CJ
1646
Caitlin John
Michigan
$390K +$390K +7,604 New
OFG
1647
Oxford Financial Group
Indiana
$390K +$205 +4 +0.1%
HAS
1648
HBW Advisory Services
California
$389K -$28.3K -550 -7%
MAM
1649
McLean Asset Management
Virginia
$388K -$3.29K -63 -0.8%
MA
1650
MCF Advisors
Kentucky
$388K +$1.39K +27 +0.4%
64 65
66
67 68