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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 %
PT
876
Plimoth Trust
Massachusetts
$1.72M -$24.9K -460 -1%
MFG
877
Merit Financial Group
Georgia
$1.72M +$835K +18,988 +95%
EFS
878
Essex Financial Services
Connecticut
$1.71M -$113K -2,082 -6%
IFWM
879
Institute for Wealth Management
Colorado
$1.71M +$82.5K +1,522 +5%
PL
880
Perpetual Ltd
Australia
$1.71M +$665K +12,266 +64%
DILIC
881
Dai-ichi Life Insurance Company
Japan
$1.69M -$398K -7,331 -19%
QI
882
Qtron Investments
Massachusetts
$1.69M +$568K +10,469 +50%
RI
883
Ridgewood Investments
New Jersey
$1.69M +$80.4K +1,483 +5%
MGIA
884
Moneta Group Investment Advisors
Missouri
$1.68M +$706K +13,011 +72%
Capstone Investment Advisors
885
Capstone Investment Advisors
New York
$1.68M -$17.4M -321,271 -91%
LIM
886
Longfellow Investment Management
Massachusetts
$1.68M +$331K +6,107 +25%
PVM
887
Palogic Value Management
Texas
$1.68M +$31.1K +573 +2%
CCG
888
Ceeto Capital Group
Florida
$1.68M +$103K +1,900 +7%
PWLP
889
Prio Wealth Limited Partnership
Massachusetts
$1.67M -$62.6K -1,154 -4%
EB
890
Exchange Bank
California
$1.67M -$16.1K -296 -1%
HFM
891
Hartford Financial Management
Connecticut
$1.67M -$540K -9,952 -24%
OPW
892
Oxler Private Wealth
New York
$1.66M +$1.23M +22,627 +286%
RPSA
893
Richard P. Slaughter Associates
Texas
$1.65M +$59.8K +1,102 +4%
JWCA
894
J.W. Cole Advisors
Florida
$1.65M -$64.9K -1,202 -4%
KA
895
Kovack Advisors
Florida
$1.65M +$405K +7,464 +32%
BAM
896
Boyar Asset Management
New York
$1.65M +$71K +1,309 +4%
FM
897
Foster & Motley
Ohio
$1.65M -$205K -3,773 -11%
CBC
898
Coombe, Bender & Co
New York
$1.64M +$180K +3,310 +12%
FNBTCON
899
First National Bank & Trust Co of Newtown
Pennsylvania
$1.63M -$8.24K -152 -0.5%
MCM
900
Mork Capital Management
California
$1.63M – – –
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