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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 %
HDIM
901
Hanson & Doremus Investment Management
Vermont
$1.63M -$184K -3,389 -10%
MIG
902
McGuire Investment Group
Rhode Island
$1.62M -$2.56M -47,246 -61%
BBA
903
BLB&B Advisors
Pennsylvania
$1.62M -$57.1K -1,053 -3%
SGI
904
Summit Global Investments
Utah
$1.62M -$445K -8,205 -22%
HP
905
Hikari Power
Japan
$1.62M -$405K -7,460 -20%
PTC
906
Philadelphia Trust Company
Pennsylvania
$1.61M -$27.1K -500 -2%
MVA
907
Mount Vernon Associates
Maryland
$1.61M +$7.54K +139 +0.5%
SWA
908
SFMG Wealth Advisors
Texas
$1.6M -$93.5K -1,725 -6%
JWM
909
Jeppson Wealth Management
California
$1.59M -$7.32K -135 -0.5%
RSVP
910
Ramsay Stattman Vela & Price
Colorado
$1.58M – – –
CIA
911
Cladis Investment Advisory
Montana
$1.58M +$19K +350 +1%
LAM
912
Lakewood Asset Management
Illinois
$1.58M +$149K +2,744 +10%
OC
913
Oarsman Capital
Wisconsin
$1.57M +$54.9K +1,012 +4%
HCM
914
Harvey Capital Management
Florida
$1.57M -$9.44K -174 -0.6%
SLA
915
Silver Lake Advisory
Utah
$1.57M +$6.73K +124 +0.4%
VIP
916
Vista Investment Partners
Oklahoma
$1.57M -$39.3K -724 -2%
MC
917
Machina Capital
France
$1.56M +$972K +17,917 +164%
CG
918
Caprock Group
Idaho
$1.56M +$220K +4,063 +16%
PWA
919
Providence Wealth Advisors
Illinois
$1.56M +$1.24M +23,579 +398%
WANY
920
Wealthspire Advisors (New York)
New York
$1.56M -$364K -6,714 -19%
GP
921
Girard Partners
Pennsylvania
$1.55M -$106K -1,963 -6%
SIG
922
Stonegate Investment Group
Alabama
$1.55M +$1.3K +24 +0.1%
NSIM
923
North Star Investment Management
Illinois
$1.55M -$5.86K -108 -0.4%
TCMG
924
TSP Capital Management Group
New Jersey
$1.55M -$13.1K -242 -0.8%
CW
925
CreativeOne Wealth
Kansas
$1.55M +$581K +10,709 +60%
35 36
37
38 39