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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 %
ERIC
601
Eagle Rock Investment Company
Georgia
$3.52M +$856K +15,778 +32%
QP
602
Quilter Plc
United Kingdom
$3.5M +$1.07M +19,750 +44%
NMIMC
603
Northwestern Mutual Investment Management Company
Wisconsin
$3.5M +$8.73K +161 +0.2%
TPCW
604
TD Private Client Wealth
New York
$3.47M +$1.94M +35,725 +126%
LA
605
Lifeworks Advisors
Michigan
$3.46M +$500K +9,217 +17%
UH
606
Unigestion Holding
Switzerland
$3.44M -$8.86M -163,420 -72%
BFG
607
Bleakley Financial Group
New Jersey
$3.43M +$434K +7,994 +14%
RFM
608
Royal Fund Management
Florida
$3.43M +$65.2K +1,202 +2%
SW
609
Simplicity Wealth
New Jersey
$3.43M +$3.43M +63,191 New
FHB
610
First Hawaiian Bank
Hawaii
$3.42M -$810K -14,933 -19%
CI
611
CX Institutional
Indiana
$3.42M -$1.39M -25,546 -29%
Kayne Anderson Rudnick Investment Management
612
Kayne Anderson Rudnick Investment Management
California
$3.4M -$136K -2,516 -4%
AP
613
Arlington Partners
Alabama
$3.39M +$3.28M +60,558 +3,066%
WSTAM
614
Wilbanks Smith & Thomas Asset Management
Virginia
$3.38M +$247K +4,562 +8%
CIC
615
Cornercap Investment Counsel
Georgia
$3.35M -$94.9K -1,750 -3%
JCM
616
Jacobi Capital Management
Pennsylvania
$3.35M +$920K +16,969 +38%
BFS
617
Bradley Foster & Sargent
Connecticut
$3.34M -$346K -6,376 -9%
MPM
618
MBB Public Markets
Illinois
$3.32M -$2.43M -44,748 -42%
PP
619
Pacifica Partners
Canada
$3.32M -$34.3K -658 -1%
VCA
620
Verdence Capital Advisors
Maryland
$3.32M +$1.01M +18,564 +44%
TC
621
Trilogy Capital
California
$3.28M +$416K +7,678 +15%
HWAM
622
Hennion & Walsh Asset Management
New Jersey
$3.28M -$168K -3,101 -5%
FIA
623
Foundations Investment Advisors
Arizona
$3.27M +$97.1K +1,791 +3%
RIL
624
Rothschild Investment LLC
Illinois
$3.27M -$31.4K -579 -1%
SIC
625
SFE Investment Counsel
California
$3.26M +$336K +6,190 +11%
23 24
25
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