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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 %
RIA
976
Regal Investment Advisors
Michigan
$1.4M +$1.03M +19,044 +284%
WB
977
Webster Bank
Connecticut
$1.39M -$56.6K -1,044 -4%
BPWM
978
Badgley Phelps Wealth Managers
Washington
$1.39M -$237K -4,366 -15%
EM
979
Excalibur Management
Massachusetts
$1.38M +$180K +3,319 +15%
KIA
980
KCM Investment Advisors
California
$1.37M -$1.45M -26,681 -51%
Jacobs Levy Equity Management
981
Jacobs Levy Equity Management
New Jersey
$1.37M -$32.1M -592,275 -96%
AAM
982
Auxier Asset Management
Oregon
$1.36M -$87K -1,604 -6%
MCM
983
Monarch Capital Management
Indiana
$1.36M -$108 -2 -0%
EAM
984
EdenTree Asset Management
United Kingdom
$1.36M -$3.66M -67,450 -73%
SACTSONJ
985
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.36M – – –
LFAS
986
Level Four Advisory Services
Texas
$1.35M – – –
SLI
987
Sumitomo Life Insurance
Japan
$1.35M -$59.7K -1,100 -4%
JIC
988
Joel Isaacson & Co
New York
$1.35M +$167K +3,081 +14%
HCM
989
Howland Capital Management
Massachusetts
$1.35M +$19.7K +364 +1%
SWM
990
Shelton Wealth Management
Texas
$1.35M – – –
PS
991
Principal Securities
Iowa
$1.34M +$139K +2,572 +12%
IIL
992
Insight Inv LLC
California
$1.34M +$137K +2,530 +11%
CCT
993
Capital City Trust
Florida
$1.34M +$1.84K +34 +0.1%
LCM
994
Lazari Capital Management
California
$1.34M -$57.4K -1,058 -4%
HW
995
Hancock Whitney
Mississippi
$1.33M +$74K +1,365 +6%
TAM
996
Trust Asset Management
Texas
$1.33M – – –
TPW
997
Transatlantique Private Wealth
New York
$1.33M +$338K +6,235 +34%
LAIC
998
Lederer & Associates Investment Counsel
California
$1.33M +$175K +3,229 +15%
MSAM
999
Moloney Securities Asset Management
Missouri
$1.33M -$201K -3,705 -13%
AI
1000
AXS Investments
New York
$1.32M -$52.8K -973 -4%
38 39
40
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