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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 %
EHC
1276
Everett Harris & Co
California
$530K – – –
GIM
1277
Gold Investment Management
Alberta, Canada
$530K -$45.3K -1,090 -8%
HIP
1278
HUB Investment Partners
Texas
$529K +$47.6K +1,145 +10%
MA
1279
MONECO Advisors
Connecticut
$527K +$123K +2,962 +30%
SCM
1280
SOL Capital Management
Maryland
$524K +$22K +530 +4%
HBCM
1281
Heron Bay Capital Management
Michigan
$521K +$521K +12,555 New
UCB
1282
United Community Bank
South Carolina
$520K +$492K +11,839 +1,708%
VH
1283
Visionary Horizons
Tennessee
$520K – – –
WPC
1284
Waters Parkerson & Co
Louisiana
$519K -$3.32K -80 -0.6%
CCFM
1285
Clear Creek Financial Management
Washington
$519K +$263K +6,265 +103%
CFGS
1286
Concourse Financial Group Securities
Alabama
$518K -$37.6K -905 -7%
FAM
1287
Formidable Asset Management
Ohio
$515K -$43K -1,035 -8%
DTC
1288
Davidson Trust Company
Washington
$513K +$34.4K +829 +7%
IC
1289
Inscription Capital
Texas
$513K +$94.1K +2,265 +22%
ECM
1290
Estabrook Capital Management
New York
$513K -$2.08K -50 -0.4%
RIA
1291
Richwood Investment Advisors
Ohio
$512K -$20.9K -504 -4%
KFC
1292
Klingenstein Fields & Co
New York
$510K -$123K -2,950 -19%
LSA
1293
Lion Street Advisors
Texas
$509K +$47.1K +1,135 +10%
AHL
1294
Abel Hall LLC
Louisiana
$509K +$100K +2,412 +24%
BFA
1295
Beaumont Financial Advisors
Massachusetts
$509K -$298K -7,181 -37%
DAS
1296
Diversify Advisory Services
Utah
$508K -$430K -10,525 -46%
EWM
1297
Elmwood Wealth Management
California
$508K -$13.5K -325 -3%
AWE
1298
Avidian Wealth Enterprises
Texas
$507K +$242K +5,832 +92%
SIMG
1299
Sonora Investment Management Group
Arizona
$506K – – –
UCI
1300
Uncommon Cents Investing
Wisconsin
$502K +$74.3K +1,790 +17%
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