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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 %
IWA
2051
IVC Wealth Advisors
Pennsylvania
$205K -$224K -4,367 -52%
FBFS
2052
First Business Financial Services
Wisconsin
$205K -$35.9K -700 -15%
GAA
2053
Guardian Asset Advisors
Pennsylvania
$204K +$204K +3,982 New
OP
2054
ORG Partners
Indiana
$204K -$227K -4,420 -53%
NCM
2055
Novare Capital Management
North Carolina
$204K -$25.7K -500 -11%
FA
2056
Financial Advisors
Massachusetts
$204K +$26.8K +522 +15%
CWM
2057
Connecticut Wealth Management
Connecticut
$204K -$8.16K -159 -4%
SRC
2058
Sage Rhino Capital
California
$204K -$9.6K -187 -4%
RCM
2059
Raleigh Capital Management
North Carolina
$203K +$132K +2,580 +186%
CWM
2060
Cahaba Wealth Management
Georgia
$203K -$27.7K -540 -12%
HI
2061
Hendershot Investments
Virginia
$203K – – –
FAFN
2062
First Affirmative Financial Network
Colorado
$203K +$203K +3,951 New
GA
2063
Greytown Advisors
Florida
$202K – – –
ACM
2064
AUA Capital Management
Pennsylvania
$202K – – –
SAM
2065
S.A. Mason
Michigan
$202K -$51.3K -999 -20%
TI
2066
Truepoint Inc
Ohio
$202K +$202K +3,927 New
KTA
2067
Keeley-Teton Advisors
Illinois
$201K – – –
PWC
2068
PYA Waltman Capital
Tennessee
$201K – – –
HIC
2069
Hartline Investment Corp
Illinois
$201K – – –
MGAM
2070
McGowan Group Asset Management
Texas
$201K -$8.41K -164 -4%
EWS
2071
Eagle Wealth Strategies
New Jersey
$201K +$201K +3,912 New
CVA
2072
Central Valley Advisors
California
$200K +$200K +3,907 New
FCM
2073
Firestone Capital Management
Florida
$200K +$308 +6 +0.2%
XS
2074
XR Securities
Illinois
$200K +$200K +3,902 New
TWP
2075
Tempus Wealth Planning
California
$200K -$667 -13 -0.3%
81 82
83
84 85