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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 %
AWM
2376
Avitas Wealth Management
California
– -$3.31M -57,016 Closed
GFG
2377
Greystone Financial Group
Michigan
– -$3.26M -56,250 Closed
CIP
2378
Chartwell Investment Partners
Pennsylvania
– -$3.12M -53,791 Closed
MWA
2379
Monograph Wealth Advisors
California
– -$3.08M -53,130 Closed
AAM
2380
Augustine Asset Management
Florida
– -$2.96M -51,067 Closed
OLA
2381
Oliver Luxxe Assets
New Jersey
– -$2.73M -47,067 Closed
EVM
2382
Evelyn V. Moreno
– -$2.29M -39,527 Closed
BI
2383
Berkeley Inc
Idaho
– -$2.14M -36,897 Closed
MLM
2384
Mount Lucas Management
Pennsylvania
– -$2.09M -36,009 Closed
CWM
2385
C2C Wealth Management
Arizona
– -$2.05M -35,477 Closed
NIG
2386
NFJ Investment Group
Texas
– -$1.89M -32,522 Closed
SAM
2387
Smithbridge Asset Management
Pennsylvania
– -$1.88M -32,396 Closed
PWP
2388
Perfromance Wealth Partners
Illinois
– -$1.84M -31,675 Closed
FMAEN1
2389
Fund Management at Engine No 1
California
– -$1.73M -29,874 Closed
BA
2390
Bellwether Advisors
Nebraska
– -$1.37M -23,584 Closed
DLHL
2391
Donald L. Hagan LLC
Florida
– -$1.36M -23,378 Closed
MCAI
2392
Members Capital Advisors Inc
Wisconsin
– -$1.28M -22,102 Closed
CA
2393
Callahan Advisors
Texas
– -$1.28M -22,017 Closed
EIA
2394
Edgemoor Investment Advisors
Maryland
– -$1.23M -21,145 Closed
PGWM
2395
Parisi Gray Wealth Management
New Jersey
– -$1.23M -21,129 Closed
LWA
2396
Lineweaver Wealth Advisors
Ohio
– -$1.18M -20,303 Closed
CAM
2397
Cypress Asset Management
Texas
– -$1.16M -20,069 Closed
LB
2398
Legacy Bridge
Iowa
– -$1.16M -20,058 Closed
DWA
2399
Delos Wealth Advisors
Texas
– -$1.15M -18,708 Closed
PPWP
2400
Proquility Private Wealth Partners
Nevada
– -$1.04M -17,991 Closed
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96
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