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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 %
IC
1776
Inscription Capital
Texas
$316K +$44.1K +860 +16%
BCM
1777
Becker Capital Management
Oregon
$315K -$19.4K -378 -6%
W
1778
Wealthquest
Ohio
$315K -$4.72K -92 -1%
CHJWM
1779
Carlton Hofferkamp & Jenks Wealth Management
Texas
$314K -$50.2K -1,000 -14%
SAM
1780
Satovsky Asset Management
New York
$314K +$2.93K +57 +0.9%
OBGC
1781
O'Brien Greene & Co
Pennsylvania
$313K -$15.5K -302 -5%
RDFA
1782
Ritter Daniher Financial Advisory
Ohio
$313K – – –
WFI
1783
West Family Investments
California
$313K +$122K +2,381 +64%
SLG
1784
Stanley-Laman Group
Pennsylvania
$313K +$16K +312 +5%
WWM
1785
WT Wealth Management
Arizona
$312K +$33.4K +650 +12%
LW
1786
Linscomb Wealth
Texas
$310K -$53.6K -1,045 -15%
IA
1787
IFG Advisors
Missouri
$310K – – –
BCCM
1788
Bridge Creek Capital Management
Massachusetts
$310K -$3.08K -60 -1%
WH
1789
Willner & Heller
California
$309K +$309K +6,018 New
RZH
1790
Relyea Zuckerberg Hanson
Connecticut
$309K +$31K +604 +11%
AWE
1791
Avidian Wealth Enterprises
Texas
$309K -$95.5K -1,862 -24%
WAM
1792
Walker Asset Management
Missouri
$308K +$103K +2,000 +50%
BIA
1793
Bigelow Investment Advisors
Maine
$308K -$33.5K -653 -10%
SHGA
1794
Sand Hill Global Advisors
California
$308K -$4K -78 -1%
EFI
1795
EHP Funds Inc
Canada
$308K +$20.5K +400 +7%
FNWA
1796
Financial Network Wealth Advisors
Utah
$308K +$308K +5,994 New
OHWP
1797
Oak Harbor Wealth Partners
North Carolina
$307K +$5.54K +108 +2%
MPWT
1798
MassMutual Private Wealth & Trust
Connecticut
$307K -$3.06M -59,721 -91%
GIA
1799
GHP Investment Advisors
Colorado
$307K -$4.93K -96 -2%
IGGA
1800
Iron Gate Global Advisors
Utah
$307K +$4.1K +80 +1%
70 71
72
73 74