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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 %
NRD
2426
Nebula Research & Development
New York
– -$521K -8,973 Closed
MFFIA
2427
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
– -$467K -8,051 Closed
LWMG
2428
Levy Wealth Management Group
Pennsylvania
– -$466K -8,021 Closed
BCG
2429
Breakwater Capital Group
New Jersey
– -$410K -7,992 Closed
SC
2430
SRB Corp
Massachusetts
– -$440K -7,585 Closed
CPSC
2431
Carl P. Sherr & Co
Massachusetts
– -$433K -7,469 Closed
AC
2432
ASB Consultores
Florida
– -$427K -7,361 Closed
ACM
2433
Alethea Capital Management
Washington
– -$425K -7,315 Closed
EP
2434
Eudaimonia Partners
Tennessee
– -$422K -7,270 Closed
PCC
2435
Park Circle Company
Maryland
– -$389K -6,700 Closed
ORC
2436
O'Rourke & Company
Massachusetts
– -$388K -6,688 Closed
FFG
2437
Frisch Financial Group
New York
– -$384K -6,611 Closed
OWA
2438
One Wealth Advisors
California
– -$381K -6,567 Closed
SQA
2439
Simon Quick Advisors
New Jersey
– -$363K -6,252 Closed
PIP
2440
Peachtree Investment Partners
Florida
– -$361K -6,218 Closed
SFA
2441
Souders Financial Advisors
Ohio
– -$357K -6,153 Closed
CVM
2442
Cheviot Value Management
California
– -$356K -6,142 Closed
AFG
2443
AFS Financial Group
Maryland
– -$349K -6,016 Closed
DOA
2444
D'Orazio & Associates
Virginia
– -$346K -5,955 Closed
SMA
2445
Sage Mountain Advisors
Georgia
– -$342K -5,897 Closed
IAS
2446
IMA Advisory Services
Colorado
– -$336K -5,782 Closed
MFG
2447
Menard Financial Group
Texas
– -$331K -5,707 Closed
CC
2448
Callan Capital
California
– -$326K -5,609 Closed
IWM
2449
Iams Wealth Management
Nebraska
– -$320K -5,506 Closed
EFH
2450
Eaton Financial Holdings
Florida
– -$318K -5,476 Closed
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98
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