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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 %
BC
1276
Burney Company
Virginia
$766K -$18.8K -347 -2%
BIG
1277
Brooklyn Investment Group
New York
$762K +$319K +6,021 +72%
HVIA
1278
Hudson Valley Investment Advisors
New York
$761K -$59.2K -1,091 -7%
IF
1279
Ironwood Financial
Arizona
$758K – – –
NG
1280
Norden Group
Utah
$751K +$174K +3,213 +30%
GIM
1281
Gold Investment Management
Alberta, Canada
$751K +$14.2K +262 +2%
TCM
1282
Triumph Capital Management
Colorado
$750K +$19.8K +374 +3%
FFG
1283
Fortem Financial Group
California
$749K +$107K +1,966 +17%
BTI
1284
Blue Trust Inc
Georgia
$745K -$51.5K -949 -6%
RBFC
1285
Roman Butler Fullerton & Co
Missouri
$744K -$113K -2,291 -13%
BAM
1286
Bosun Asset Management
Illinois
$744K -$64.7K -1,193 -8%
SWA
1287
Sax Wealth Advisors
New Jersey
$743K -$8.41K -155 -1%
SFG
1288
Sovereign Financial Group
Connecticut
$741K +$24.7K +455 +3%
GL
1289
Graypoint LLC
New York
$740K -$7.21K -133 -1%
PMG
1290
ProVise Management Group
Florida
$738K -$55.4K -1,022 -7%
OC
1291
Opinicus Capital
Florida
$737K +$288K +5,319 +64%
WPW
1292
Waldron Private Wealth
Pennsylvania
$736K -$15.4K -284 -2%
SCA
1293
St. Clair Advisors
Ohio
$735K – – –
LCM
1294
LVM Capital Management
Michigan
$735K -$8.14K -150 -1%
LSAG
1295
Lake Street Advisors Group
New Hampshire
$734K -$58.4K -1,077 -7%
IF
1296
IRON Financial
Illinois
$734K +$166K +3,060 +29%
RIA
1297
Realta Investment Advisors
Delaware
$733K +$130K +2,399 +22%
CCWM
1298
Cassaday & Co Wealth Management
Virginia
$732K +$6.18K +114 +0.9%
PJSIMP
1299
P.J. Schmidt Investment Management (PJS)
Wisconsin
$731K -$145K -2,675 -17%
FAM
1300
Formidable Asset Management
Ohio
$728K +$60.7K +1,119 +9%
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