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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 %
JE
1426
JMAC Enterprises
Pennsylvania
$399K -$44K -1,059 -10%
AFM
1427
Abbot Financial Management
Massachusetts
$396K -$4.53K -109 -1%
CAL
1428
Capital Analysts LLC
Pennsylvania
$396K +$5.03K +121 +1%
LFA
1429
Legacy Financial Advisors
Kentucky
$395K +$174K +4,189 +79%
LCM
1430
Laurion Capital Management
New York
$395K -$69.2M -1,666,076 -99%
PJSIMP
1431
P.J. Schmidt Investment Management (PJS)
Wisconsin
$395K -$166K -3,986 -30%
IPAM
1432
Investment Partners Asset Management
New Jersey
$394K -$2.12K -51 -0.5%
APP
1433
Avantax Planning Partners
Iowa
$394K -$76.3K -1,837 -16%
CA
1434
Crewe Advisors
Utah
$394K +$22.1K +533 +6%
SEC
1435
Seven Eight Capital
New York
$392K +$392K +9,450 New
SFWA
1436
Summit Financial Wealth Advisors
Louisiana
$392K -$128K -3,085 -25%
6F
1437
626 Financial
Michigan
$391K -$15.6K -375 -4%
GC
1438
Guidance Capital
Kentucky
$390K -$82.5K -1,734 -17%
WDG
1439
Wealth Dimensions Group
Ohio
$390K -$33.3K -801 -8%
RMDI
1440
R.M. Davis Inc
Maine
$389K +$9.34K +225 +2%
SIM
1441
Sentry Investment Management
Wisconsin
$388K -$67K -1,613 -15%
NME
1442
Notis-McConarty Edward
$388K -$33.2K -800 -8%
AFT
1443
Alpha Family Trust
California
$387K +$387K +9,330 New
CRWM
1444
Castle Rock Wealth Management
California
$387K +$38.9K +943 +11%
BFM
1445
Boston Financial Management
Massachusetts
$387K -$113K -2,725 -23%
GWM
1446
Gitterman Wealth Management
New Jersey
$385K +$385K +9,282 New
Empower Advisory Group
1447
Empower Advisory Group
Colorado
$385K -$51.7K -1,244 -12%
SCM
1448
Schnieders Capital Management
California
$385K -$207K -4,974 -35%
WP
1449
WealthShield Partners
North Carolina
$385K +$3.82K +92 +1%
AF
1450
Apexium Financial
Texas
$385K +$64.5K +1,552 +20%
56 57
58
59 60