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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 %
FMP
2276
Financial Management Professionals
Texas
$14K -$172K -3,322 -92%
CIA
2277
Cape Investment Advisory
Georgia
$13.9K +$359 +7 +3%
MWA
2278
Miller Wealth Advisors
Colorado
$12.9K +$103 +2 +0.8%
RG
2279
Retirement Group
California
$11.8K +$1.9K +37 +19%
DWM
2280
Dogwood Wealth Management
Kansas
$11.7K +$11.7K +228 New
AIMA
2281
Ables Iannone Moore & Associates
Georgia
$11.5K +$11.5K +225 New
DF
2282
Dunhill Financial
United Kingdom
$11.2K +$11.2K +217 New
PA
2283
Pineridge Advisors
Missouri
$10.9K +$10.9K +213 New
DCP
2284
Distillate Capital Partners
Illinois
$10.7K – – –
APW
2285
Acima Private Wealth
Virginia
$10.3K -$5.34K -104 -34%
MCA
2286
Maryland Capital Advisors
Maryland
$10.3K – – –
GWSA
2287
Global Wealth Strategies & Associates
Colorado
$10.3K – – –
FWA
2288
FSC Wealth Advisors
New York
$10.3K – – –
SR
2289
Syntax Research
Florida
$10.3K +$10.3K +200 New
OAJ
2290
Ogorek Anthony Joseph
New York
$10K +$10K +196 New
VL
2291
Vima LLC
Michigan
$9.75K +$9.75K +190 New
AFS
2292
Annapolis Financial Services
Maryland
$9.54K -$149K -2,900 -94%
SWC
2293
Spectrum Wealth Counsel
Indiana
$9.24K +$9.24K +180 New
DPW
2294
DiNuzzo Private Wealth
Pennsylvania
$8.62K +$8.62K +168 New
IA
2295
IFS Advisors
Kansas
$8.57K – – –
Optiver Holding
2296
Optiver Holding
Netherlands
$8.06K +$8.06K +157 New
WCM
2297
Winthrop Capital Management
Indiana
$7.8K +$7.8K +152 New
HWP
2298
Highline Wealth Partners
California
$7.7K +$5.64K +110 +275%
TAM
2299
Tucker Asset Management
Colorado
$7.24K -$257 -5 -3%
RAM
2300
Readystate Asset Management
Illinois
$7.13K +$7.13K +139 New
90 91
92
93 94