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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 %
CWG
1951
Crown Wealth Group
North Carolina
$239K +$239K +4,651 New
FCFC
1952
First Commonwealth Financial Corp
Pennsylvania
$238K -$163K -3,170 -41%
APW
1953
Austin Private Wealth
Texas
$238K +$51K +994 +27%
WF
1954
Wayfinding Financial
Washington
$238K +$9.23K +180 +4%
B
1955
Bridgeworth
Alabama
$238K -$9.18K -179 -4%
HTHT
1956
Hemenway Trust Hemenway Trust
New Hampshire
$236K -$104K -2,019 -31%
QWM
1957
Quaker Wealth Management
New Jersey
$235K -$68.6K -1,338 -23%
KWA
1958
Kellett Wealth Advisors
Ohio
$235K -$25.7K -500 -10%
CA
1959
Carson Advisory
Georgia
$235K -$30.7K -598 -12%
OKSA
1960
O'Keefe Stevens Advisory
New York
$234K +$234K +4,570 New
WP
1961
Waycross Partners
Kentucky
$234K – – –
FAN
1962
Financial Advisors Network
California
$234K +$13K +254 +6%
SFS
1963
Sharp Financial Services
Pennsylvania
$233K +$233K +4,550 New
C
1964
Covestor
United Kingdom
$233K +$4K +78 +2%
AWM
1965
Atticus Wealth Management
Florida
$233K +$68.4K +1,334 +42%
GWP
1966
Gateway Wealth Partners
Wisconsin
$233K +$27.5K +535 +13%
GCA
1967
Gradient Capital Advisors
California
$233K +$9.7K +189 +4%
MPW
1968
Monterey Private Wealth
California
$232K -$5.7K -111 -2%
APWM
1969
Atlas Private Wealth Management
New York
$232K – – –
WC
1970
Wynn Capital
Georgia
$232K +$232K +4,525 New
AWM
1971
Aviso Wealth Management
Washington
$232K +$232K +4,523 New
MKC
1972
M. Kraus & Co
Vermont
$232K -$28.7K -559 -11%
DIM
1973
Delta Investment Management
California
$232K -$10.4K -202 -4%
HFAS
1974
Hummer Financial Advisory Services
Illinois
$231K – – –
MFC
1975
Mechanics Financial Corp
Ohio
$231K – – –
77 78
79
80 81