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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 %
LIWM
2301
Long Island Wealth Management
New York
$7K +$7K +130 New
BFA
2302
BBJS Financial Advisors
Washington
$6.76K +$102 +2 +2%
FFL
2303
Financial Freedom LLC
Ohio
$6.61K +$51 +1 +0.8%
MSWM
2304
McGlone Suttner Wealth Management
Wisconsin
$6.47K +$6.47K +126 New
FA
2305
Financial Avengers
California
$6.4K +$102 +2 +2%
VWA
2306
Valued Wealth Advisors
Utah
$6.04K +$6.04K +104 New
CAM
2307
Creekmur Asset Management
Illinois
$5.82K +$5.82K +113 New
KFS
2308
Kelly Financial Services
Massachusetts
$5.79K -$2.82K -55 -33%
FRA
2309
Frank Rimerman Advisors
California
$5.75K +$5.75K +112 New
KA
2310
Kozak & Associates
Colorado
$5.52K +$50 +1 +0.9%
OLVIG
2311
Oliver Lagore Vanvalin Investment Group
Michigan
$5.42K +$51 +1 +1%
NC
2312
NewSquare Capital
Pennsylvania
$5.29K -$21.4K -417 -80%
PPWM
2313
PFG Private Wealth Management
Florida
$5.13K – – –
MFG
2314
Mendota Financial Group
Wisconsin
$5.13K – – –
ITFISA
2315
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.13K – – –
VF
2316
VitalStone Financial
Texas
$5K -$20.9K -409 -81%
BEI
2317
Benjamin Edwards Inc
Missouri
$5K – – –
RBC
2318
Roble Belko & Company
Pennsylvania
$5K – – –
TCA
2319
Trifecta Capital Advisors
Illinois
$4.82K -$1.78M -34,751 -100%
GG
2320
Greenwood Gearhart
Arkansas
$4.72K +$4.72K +92 New
AGWCA
2321
Annis Gardner Whiting Capital Advisors
Florida
$4.64K -$69.7K -1,353 -94%
SFA
2322
Semmax Financial Advisors
North Carolina
$4.22K +$97 +2 +2%
IHWM
2323
Iron Horse Wealth Management
Iowa
$4K – – –
SA
2324
SRH Advisors
Kansas
$3.85K -$25.7K -500 -87%
AP
2325
Aspect Partners
Virginia
$3.69K +$3.69K +72 New
91 92
93
94 95