BMY icon

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 %
MCA
1226
MSH Capital Advisors
Arizona
$830K -$43.4K -800 -5%
PFS
1227
Physicians Financial Services
North Carolina
$829K -$5.42K -100 -0.6%
BB
1228
Berkshire Bank
Massachusetts
$826K -$506K -9,322 -38%
KFC
1229
Klingenstein Fields & Co
New York
$826K -$370K -6,820 -31%
WT
1230
Washington Trust
Rhode Island
$823K -$15.2K -280 -2%
B
1231
Bailard
California
$822K -$26.6K -490 -3%
CCWM
1232
Correct Capital Wealth Management
Missouri
$820K +$398K +7,345 +94%
NS
1233
NBC Securities
Alabama
$819K +$172K +3,169 +27%
RC
1234
Roundview Capital
New Jersey
$818K -$221K -4,071 -21%
ST
1235
Spinnaker Trust
Maine
$815K -$201K -3,705 -20%
CC
1236
Carlson Capital
Texas
$813K +$813K +15,000 New
IP
1237
Investment Partners
Ohio
$811K +$4.12K +76 +0.5%
AIM
1238
Athena Investment Management
California
$811K +$1.79K +33 +0.2%
AI
1239
Accredited Investors
Minnesota
$808K -$3.09K -57 -0.4%
NCM
1240
NCM Capital Management
New Jersey
$807K -$56.1K -1,034 -6%
SC
1241
Saybrook Capital
North Carolina
$806K – – –
QWM
1242
Quadcap Wealth Management
Texas
$805K -$108K -1,995 -12%
PA
1243
Procyon Advisors
Connecticut
$803K +$303K +5,595 +61%
SAM
1244
Sawgrass Asset Management
Florida
$798K +$27.6K +509 +4%
CPIG
1245
Chicago Partners Investment Group
Illinois
$796K +$1.52K +31 +0.2%
BG
1246
Benedetti & Gucer
Georgia
$795K -$260K -4,794 -25%
RWPA
1247
Richard W. Paul & Associates
Michigan
$795K +$155K +2,860 +24%
DS
1248
DRW Securities
Illinois
$791K +$101K +1,856 +15%
IPW
1249
Impact Partnership Wealth
Georgia
$790K -$115K -2,112 -13%
NA
1250
Navellier & Associates
Nevada
$789K +$789K +14,551 New
48 49
50
51 52