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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,128 hedge funds and large institutions have $63.6B invested in Bristol-Myers Squibb in 2024 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 681 increasing their positions, 1,039 reducing their positions, and 320 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,128
Holders Change
-185
Holders Change %
-8%
% of All Funds
30.95%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
169
Increased
681
Reduced
1,039
Closed
320
Calls
$1.5B
Puts
$1.65B
Net Calls
-$145M
Net Calls Change
-$470M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$443M
2
Charles Schwab
Charles Schwab
California
+$222M
3
UBS AM
UBS AM
Illinois
+$161M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$145M
5
Squarepoint
Squarepoint
New York
+$143M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$615M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$589M
3
Boston Partners
Boston Partners
Massachusetts
-$291M
4
Franklin Resources
Franklin Resources
California
-$241M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
901
Bell Bank
North Dakota
$1.2M +$96.9K +2,334 +9%
SWA
902
SFMG Wealth Advisors
Texas
$1.2M -$25.5K -614 -2%
B
903
Birchbrook
Maine
$1.19M +$25.6K +616 +2%
Kayne Anderson Rudnick Investment Management
904
Kayne Anderson Rudnick Investment Management
California
$1.19M -$1.41M -33,946 -54%
PPWP
905
Premier Path Wealth Partners
New Jersey
$1.19M +$1.03M +24,860 +662%
PCS
906
Personal CFO Solutions
New Jersey
$1.18M +$280K +6,731 +31%
SC
907
SouthState Corp
Florida
$1.18M -$149K -3,599 -11%
VCM
908
Viewpoint Capital Management
Washington
$1.18M +$1.04K +25 +0.1%
IA
909
Icon Advisers
Colorado
$1.18M – – –
VFA
910
Valeo Financial Advisors
Indiana
$1.17M -$51.6K -2,057 -4%
CG
911
Corundum Group
Colorado
$1.17M +$735K +17,693 +168%
DCM
912
Dudley Capital Management
Virginia
$1.17M -$1.25K -30 -0.1%
MM
913
Meridian Management
Arkansas
$1.17M +$1.33K +32 +0.1%
HI
914
Harbour Investments
Wisconsin
$1.17M +$70.2K +1,690 +6%
QIM
915
Quest Investment Management
Oregon
$1.16M – – –
Wealthfront Advisers
916
Wealthfront Advisers
California
$1.16M -$2.16M -51,933 -65%
PS
917
Principal Securities
Iowa
$1.16M +$132K +3,171 +13%
CCM
918
Chilton Capital Management
Texas
$1.16M +$2.12K +51 +0.2%
MFG
919
MidWestOne Financial Group
Iowa
$1.16M +$209K +5,034 +22%
FNBTCON
920
First National Bank & Trust Co of Newtown
Pennsylvania
$1.15M -$99.6K -2,400 -8%
NSIM
921
North Star Investment Management
Illinois
$1.15M -$36.2K -871 -3%
FWM
922
Finer Wealth Management
Massachusetts
$1.15M -$587K -14,129 -34%
ATC
923
Adirondack Trust Company
New York
$1.14M -$13K -314 -1%
JC
924
Jacobs & Co
California
$1.13M -$4.19M -101,039 -79%
WANY
925
Wealthspire Advisors (New York)
New York
$1.13M -$60.8K -1,464 -5%
35 36
37
38 39