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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 %
HCA
2326
Heck Capital Advisors
Wisconsin
$3.59K -$128K -2,485 -97%
WAS
2327
Winch Advisory Services
Wisconsin
$3.56K -$13.4K -259 -79%
UIA
2328
Ulland Investment Advisors
Minnesota
$3K -$12.8K -255 -81%
PS
2329
PayPay Securities
Japan
$2.83K +$565 +11 +25%
W
2330
WealthCollab
Washington
$2.62K +$2.62K +51 New
CAM
2331
Costello Asset Management
Pennsylvania
$2.57K – – –
YDMI
2332
Y.D. More Investments
Israel
$2.51K +$2.51K +49 New
MAWCM
2333
Mine & Arao Wealth Creation & Management
California
$2.31K – – –
CAM
2334
ClariVest Asset Management
California
$2.31K -$11.5M -224,842 -100%
LA
2335
LM Advisors
California
$2.26K +$2.26K +44 New
TWP
2336
TFO Wealth Partners
Ohio
$2.16K – – –
NMG
2337
New Millennium Group
Utah
$2.1K -$4.96K -97 -70%
POIA
2338
Pin Oak Investment Advisors
Texas
$2K – – –
WA
2339
WestEnd Advisors
North Carolina
$1.64K +$103 +2 +7%
PCTC
2340
Perkins Coie Trust Company
Washington
$1.64K -$10.5K -205 -86%
GPFA
2341
Game Plan Financial Advisors
Ohio
$1.54K +$1.54K +30 New
PS
2342
Planned Solutions
California
$564 +$564 +11 New
RFG
2343
REAP Financial Group
Texas
$553 +$553 +11 New
LWA
2344
Lowe Wealth Advisors
Maryland
$513 – – –
LFA
2345
Level Financial Advisors
New York
$359 – – –
SPWM
2346
Spartan Planning & Wealth Management
North Carolina
$154 – – –
WAG
2347
Wiser Advisor Group
Arizona
$52 +$52 +1 New
MMA
2348
Mizuho Markets Americas
New York
– -$82.4M -1,419,795 Closed
ICM
2349
Invenomic Capital Management
Massachusetts
– -$56.2M -968,234 Closed
Point72 Asset Management
2350
Point72 Asset Management
Connecticut
– -$44.4M -765,327 Closed
92 93
94
95 96