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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 %
TFA
1001
Transamerica Financial Advisors
Florida
$1.32M -$282K -5,197 -18%
MG
1002
Mather Group
Illinois
$1.32M -$3.03K -59 -0.2%
KIC
1003
Kensington Investment Counsel
California
$1.31M +$151K +2,780 +13%
AC
1004
AlphaCore Capital
California
$1.31M +$107K +1,964 +9%
IB
1005
Intrust Bank
Kansas
$1.31M +$124K +2,284 +10%
BFO
1006
Boston Family Office
Massachusetts
$1.31M -$128K -2,354 -9%
CV
1007
Counterweight Ventures
North Carolina
$1.31M +$506K +9,331 +63%
IAS
1008
Insigneo Advisory Services
Florida
$1.31M +$580K +10,692 +80%
PFC
1009
Poplar Forest Capital
California
$1.3M – – –
CAM
1010
Cobblestone Asset Management
Virginia
$1.3M +$5.42K +100 +0.4%
HAM
1011
Hedges Asset Management
Nevada
$1.3M +$94.9K +1,750 +8%
AWM
1012
Aries Wealth Management
Maine
$1.3M +$5.59K +103 +0.4%
MME
1013
Meag Munich Ergo
Germany
$1.29M – – –
NW
1014
Naviter Wealth
Arkansas
$1.29M +$503K +9,284 +64%
ET
1015
Equitable Trust
Tennessee
$1.29M -$354K -6,520 -22%
HH
1016
Hilltop Holdings
Texas
$1.28M +$48.2K +889 +4%
HWM
1017
Hohimer Wealth Management
Washington
$1.28M -$54.7K -1,008 -4%
DPIM
1018
Duff & Phelps Investment Management
Illinois
$1.27M +$21K +387 +2%
BG
1019
Bellevue Group
Switzerland
$1.27M +$1.27M +23,436 New
DWM
1020
Dynasty Wealth Management
Florida
$1.26M +$1.26M +23,324 New
CGF
1021
Constant Guidance Financial
Massachusetts
$1.26M +$1.26M +24,580 New
HCM
1022
Highlander Capital Management
New Jersey
$1.25M -$10.8K -200 -0.9%
PP
1023
Pingora Partners
Wyoming
$1.25M +$127K +2,350 +11%
NB
1024
Nicolet Bankshares
Wisconsin
$1.24M +$31.9K +588 +3%
SC
1025
Schulhoff & Co
Ohio
$1.24M -$2.17K -40 -0.2%
39 40
41
42 43