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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 %
SAM
676
Synergy Asset Management
Washington
$2.85M -$90.5K -1,669 -3%
PAS
677
Park Avenue Securities
New York
$2.85M +$671K +12,363 +31%
CIC
678
Carnegie Investment Counsel
Ohio
$2.84M -$1.4M -25,730 -33%
CNBT
679
Canandaigua National Bank & Trust
New York
$2.84M -$192K -3,535 -6%
SC
680
Sapient Capital
Indiana
$2.83M -$34.4K -634 -1%
DSC
681
Duncker Streett & Co
Missouri
$2.83M -$208K -3,839 -7%
MYLI
682
Meiji Yasuda Life Insurance
Japan
$2.82M +$518K +9,557 +22%
WI
683
WBI Investments
New Jersey
$2.82M +$2.82M +52,043 New
VLC
684
Van Leeuwen & Company
New Jersey
$2.82M -$537K -9,908 -16%
CA
685
Continuum Advisory
Idaho
$2.81M +$2.81M +62,739 New
EWM
686
Evercore Wealth Management
New York
$2.8M -$574K -10,588 -17%
MCM
687
Mill Capital Management
North Carolina
$2.79M -$231K -4,268 -8%
LG
688
LaFleur & Godfrey
Michigan
$2.79M +$512K +9,436 +22%
ATPW
689
Ashton Thomas Private Wealth
Arizona
$2.78M +$777K +14,326 +39%
LNWWM
690
Laird Norton Wetherby Wealth Management
California
$2.78M -$340K -6,262 -11%
PCA
691
Providence Capital Advisors
North Carolina
$2.78M +$794K +14,645 +40%
TCOV
692
Trust Company of Vermont
Vermont
$2.76M +$62.9K +1,159 +2%
KCM
693
Kanawha Capital Management
Virginia
$2.75M -$562K -10,361 -17%
AMI
694
Amica Mutual Insurance
Rhode Island
$2.75M – – –
MLL
695
Moody Lynn & Lieberson
Massachusetts
$2.74M -$10.7M -197,747 -80%
CA
696
Clearstead Advisors
Ohio
$2.71M -$296K -6,574 -10%
NERM
697
New England Research & Management
Illinois
$2.71M +$252K +4,655 +10%
BSW
698
Buckingham Strategic Wealth
Missouri
$2.68M +$56.1K +1,035 +2%
JPWM
699
Jamison Private Wealth Management
Georgia
$2.68M -$37.9K -698 -1%
RCA
700
Resonant Capital Advisors
Wisconsin
$2.66M -$50.5K -932 -2%
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