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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 %
IC
576
IEQ Capital
California
$3.82M +$626K +11,546 +20%
HAIM
577
Hunter Associates Investment Management
Pennsylvania
$3.8M +$260K +4,807 +7%
AAS
578
Avantax Advisory Services
Texas
$3.79M +$127K +2,336 +3%
HWM
579
HB Wealth Management
Georgia
$3.79M +$241K +4,451 +7%
MBTD
580
Mechanics Bank - Trust Department
California
$3.78M -$89K -1,642 -2%
CK
581
Cohen Klingenstein
New York
$3.76M – – –
WAS
582
Wesleyan Assurance Society
United Kingdom
$3.76M – – –
SIC
583
Sigma Investment Counselors
Michigan
$3.76M -$106K -1,950 -3%
SFI
584
Siemens Fonds Invest
Germany
$3.73M -$168K -3,090 -4%
HCM
585
Hudson Capital Management
New Jersey
$3.71M +$360K +6,641 +11%
PI
586
Pettee Investors
Connecticut
$3.71M -$187K -3,445 -5%
VCM
587
Versant Capital Management
Arizona
$3.71M -$49.8K -918 -1%
GF
588
Gries Financial
Ohio
$3.69M +$1.43M +26,338 +63%
GI
589
GLOBALT Investments
Georgia
$3.68M -$90.4K -1,667 -2%
WAOTB
590
Wealth Advisors of Tampa Bay
Florida
$3.66M +$288K +5,315 +9%
KRSITF
591
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.64M -$290K -5,341 -7%
RWP
592
RWA Wealth Partners
Massachusetts
$3.63M -$91.4K -1,686 -2%
RCM
593
Radnor Capital Management
Pennsylvania
$3.62M -$9.17K -169 -0.3%
FB
594
Fulton Bank
Pennsylvania
$3.61M +$1.13M +20,846 +46%
HW
595
Hamilton Wealth
California
$3.61M +$1.86M +34,284 +106%
AIS
596
AM Investment Strategies
Tennessee
$3.6M +$50.1K +924 +1%
SWS
597
SYSTM Wealth Solutions
Illinois
$3.59M -$426K -7,851 -11%
TNBTD
598
Trustmark National Bank Trust Department
Mississippi
$3.58M -$1.3M -23,937 -27%
ACM
599
Argyle Capital Management
Pennsylvania
$3.55M +$45.2K +834 +1%
Verition Fund Management
600
Verition Fund Management
Connecticut
$3.54M -$1.54M -28,312 -30%
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