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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 %
CRIG
751
Charter Research & Investment Group
Connecticut
$2.31M -$107K -1,975 -4%
LTAS
752
Linden Thomas Advisory Services
North Carolina
$2.31M +$150K +2,773 +7%
RB
753
Rodgers Brothers
Pennsylvania
$2.3M +$61.6K +1,135 +3%
PA
754
Profund Advisors
Maryland
$2.3M -$149K -2,751 -6%
BHWM
755
Bar Harbor Wealth Management
New Hampshire
$2.3M +$412K +7,592 +22%
VSQM
756
V-Square Quantitative Management
Illinois
$2.29M +$445K +8,211 +24%
PIA
757
Petredis Investment Advisors
Pennsylvania
$2.29M +$40.6K +749 +2%
SCA
758
Sippican Capital Advisors
Massachusetts
$2.29M +$171K +3,145 +8%
PWM
759
Perigon Wealth Management
California
$2.29M -$310K -5,720 -12%
DWA
760
Douglass Winthrop Advisors
New York
$2.28M -$266K -4,903 -10%
BOC
761
Barbara Oil Co
Illinois
$2.28M – – –
FWM
762
Finer Wealth Management
Massachusetts
$2.27M -$307K -5,660 -12%
LAM
763
LECAP Asset Management
United Kingdom
$2.26M +$790K +14,572 +54%
AF
764
Arrow Financial
New York
$2.25M +$88.8K +1,637 +4%
FNBT
765
FineMark National Bank & Trust
Florida
$2.24M -$113K -2,079 -5%
SFO
766
Stokes Family Office
Louisiana
$2.24M +$42.4K +781 +2%
SF
767
Slagle Financial
Illinois
$2.23M -$699K -12,894 -24%
CCT
768
Chemung Canal Trust
New York
$2.22M +$87K +1,604 +4%
FP
769
Factorial Partners
New York
$2.22M -$54.2K -1,000 -2%
CCP
770
Clarkston Capital Partners
Michigan
$2.22M – – –
AA
771
Ancora Advisors
Ohio
$2.22M +$198K +3,654 +10%
SSWM
772
Sheets Smith Wealth Management
North Carolina
$2.22M -$1.14M -21,107 -34%
Connor, Clark & Lunn Investment Management (CC&L)
773
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.22M -$79.2M -1,461,160 -97%
WJWM
774
Williams Jones Wealth Management
New York
$2.21M -$3.66M -67,462 -62%
BCP
775
Berkeley Capital Partners
Georgia
$2.21M +$1.01M +18,546 +84%
29 30
31
32 33