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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,313 hedge funds and large institutions have $84.2B invested in Bristol-Myers Squibb in 2024 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 929 increasing their positions, 961 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,313
Holders Change
-33
Holders Change %
-1.41%
% of All Funds
33.53%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
168
Increased
929
Reduced
961
Closed
176
Calls
$1.56B
Puts
$1.23B
Net Calls
+$325M
Net Calls Change
-$170M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$2.3B
2
Capital International Investors
Capital International Investors
California
+$470M
3
Pzena Investment Management
Pzena Investment Management
New York
+$363M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$296M
5
VanEck Associates
VanEck Associates
New York
+$212M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
3
Ameriprise
Ameriprise
Minnesota
-$433M
4
Fidelity International
Fidelity International
Bermuda
-$351M
5
BlackRock
BlackRock
New York
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
451
Gateway Investment Advisers
Ohio
$6.04M -$24.9M -458,478 -80%
EP
452
Edgestream Partners
New Jersey
$6M +$971K +17,901 +19%
AFA
453
Abacus FCF Advisors
Florida
$5.99M +$439K +8,095 +8%
GCM
454
Gibraltar Capital Management
Oklahoma
$5.97M +$1.77M +32,691 +42%
CA
455
Cullinan Associates
Kentucky
$5.93M -$268K -4,946 -4%
FLPIM
456
F.L. Putnam Investment Management
Massachusetts
$5.92M +$691K +12,750 +13%
LIP
457
Lighthouse Investment Partners
Florida
$5.91M +$5.91M +109,069 New
GIM
458
Grassi Investment Management
California
$5.9M – – –
PCM
459
Poehling Capital Management
Wisconsin
$5.89M +$49.8K +758 +0.9%
FDCDDQ
460
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.88M +$2.32M +43,603 +65%
RJT
461
Raymond James Trust
Florida
$5.87M +$162K +2,980 +3%
GAM
462
Groupama Asset Management
France
$5.86M -$5.02M -48,102 -46%
PAG
463
Private Advisory Group
Washington
$5.84M +$5.84M +107,730 New
CCM
464
Canal Capital Management
Virginia
$5.82M +$2.78M +51,308 +92%
OAM
465
Ostrum Asset Management
France
$5.81M +$42.8K +790 +0.7%
LS
466
Livforsakringsbolaget Skandia
Sweden
$5.81M – – –
MWM
467
Modera Wealth Management
New Jersey
$5.79M -$700K -12,901 -11%
TCM
468
Telos Capital Management
California
$5.79M -$4.64M -85,571 -45%
SSB
469
Sandy Spring Bank
Maryland
$5.76M -$161K -2,963 -3%
SPIA
470
Steward Partners Investment Advisory
New York
$5.71M +$493K +9,092 +9%
PCIG
471
Partners Capital Investment Group
Massachusetts
$5.65M -$5.7M -105,016 -50%
HAI
472
Hennessy Advisors Inc
California
$5.64M +$1.77M +32,600 +46%
UB
473
UMB Bank
Missouri
$5.61M -$676K -12,458 -11%
PI
474
PGGM Investments
Netherlands
$5.59M +$252K +4,656 +5%
HPC
475
HM Payson & Co
Maine
$5.57M -$1.26M -23,277 -18%
17 18
19
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