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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 %
WC
2401
Wexford Capital
Florida
– -$1.01M -17,389 Closed
PCP
2402
Proficio Capital Partners
Massachusetts
– -$988K -17,023 Closed
BFM
2403
Boothbay Fund Management
New York
– -$976K -16,809 Closed
SCM
2404
Stevens Capital Management
Pennsylvania
– -$934K -16,098 Closed
T
2405
TCWP
Ohio
– -$922K -15,891 Closed
IFU
2406
iSAM Funds (UK)
United Kingdom
– -$844K -14,547 Closed
SAM
2407
Stansberry Asset Management
Texas
– -$840K -14,472 Closed
VCM
2408
Virtue Capital Management
Tennessee
– -$929K -14,354 Closed
MWC
2409
MBM Wealth Consultants
Missouri
– -$807K -14,295 Closed
TC
2410
Toews Corporation
New Jersey
– -$784K -13,500 Closed
GSEP
2411
Golden State Equity Partners
California
– -$765K -13,188 Closed
GA
2412
GFS Advisors
Texas
– -$746K -12,850 Closed
TW
2413
Transform Wealth
Colorado
– -$737K -12,698 Closed
RWA
2414
Redhawk Wealth Advisors
Minnesota
– -$693K -11,935 Closed
CCMIC
2415
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– -$641K -11,050 Closed
NFA
2416
Northern Financial Advisors
Michigan
– -$630K -10,855 Closed
ACI
2417
Alpha Cubed Investments
California
– -$626K -10,788 Closed
KF
2418
Krilogy Financial
Missouri
– -$624K -10,748 Closed
CAGAS
2419
Capital Advisory Group Advisory Services
Minnesota
– -$610K -10,511 Closed
AIM
2420
Allen Investment Management
New York
– -$586K -10,095 Closed
LFM
2421
Lumina Fund Management
New York
– -$580K -10,000 Closed
LAS
2422
Lloyd Advisory Services
Georgia
– -$572K -9,860 Closed
TCM
2423
TAM Capital Management
Connecticut
– -$572K -9,854 Closed
BMCM
2424
Burns Matteson Capital Management
New York
– -$551K -9,500 Closed
KA
2425
Kercheville Advisors
Texas
– -$543K -9,354 Closed
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97
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