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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 %
EA
1351
Everpar Advisors
Oklahoma
$448K +$44.9K +1,081 +11%
RSWM
1352
Robertson Stephens Wealth Management
California
$448K -$49.7K -1,197 -10%
1IA
1353
1620 Investment Advisors
Massachusetts
$448K -$265K -6,393 -37%
MHIC
1354
Marble Harbor Investment Counsel
Massachusetts
$446K -$47.8K -1,150 -10%
LWL
1355
Leo Wealth LLC
Texas
$445K -$1.37M -32,987 -75%
CIA
1356
Cohen Investment Advisors
New Hampshire
$442K +$28.3K +487 +7%
RPCONE
1357
Retirement Planning Company of New England
Rhode Island
$442K +$17.4K +418 +4%
FNB
1358
Farmers National Bank
Kentucky
$438K – – –
CB
1359
Centennial Bank
Arkansas
$437K -$83 -2 -0%
BW
1360
Bison Wealth
Georgia
$437K – – –
DI
1361
Diligent Investors
California
$436K -$5.81K -140 -1%
NG
1362
Norden Group
Utah
$436K -$139K -3,351 -24%
USB
1363
Union Savings Bank
Connecticut
$435K -$113K -2,718 -21%
RHAM
1364
Round Hill Asset Management
California
$435K – – –
SFS
1365
Sharp Financial Services
Pennsylvania
$434K +$93.4K +2,250 +27%
SIC
1366
Samalin Investment Counsel
New York
$434K -$55.5K -1,337 -11%
OWP
1367
Obermeyer Wealth Partners
Colorado
$433K -$24.9K -600 -5%
BIA
1368
Beacon Investment Advisors
Maryland
$433K +$433K +10,416 New
WP
1369
Westmount Partners
California
$432K +$5.08K +123 +1%
JWS
1370
Juncture Wealth Strategies
Arizona
$432K +$41.5K +1,000 +11%
KIC
1371
Keating Investment Counselors
Florida
$430K -$52.1K -1,255 -11%
TFS
1372
Thoroughbred Financial Services
Tennessee
$430K +$37.4K +901 +10%
NHT
1373
New Hampshire Trust
New Hampshire
$427K -$50.3K -1,210 -11%
KFA
1374
Kapstone Financial Advisors
Ohio
$426K -$54.3K -1,307 -11%
SC
1375
Syon Capital
California
$425K -$517K -12,461 -55%
53 54
55
56 57