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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 %
SPC
1501
Spirepoint Private Client
Florida
$506K +$506K +9,326 New
BWP
1502
Baldwin Wealth Partners
Massachusetts
$504K – – –
ACM
1503
Allred Capital Management
Texas
$502K -$47.6K -877 -9%
Fiera Capital (Canada)
1504
Fiera Capital (Canada)
Quebec, Canada
$502K -$35.3K -650 -7%
VNA
1505
Valley National Advisers
Pennsylvania
$501K -$104K -1,917 -17%
PWP
1506
Phillips Wealth Planners
Mississippi
$501K +$167K +3,465 +50%
PWP
1507
Principle Wealth Partners
Connecticut
$499K +$67.2K +1,239 +16%
FTC
1508
Farmers Trust Company
Ohio
$499K +$3.63K +67 +0.7%
WP
1509
WealthShield Partners
North Carolina
$497K -$27.7K -511 -5%
DBIA
1510
Dumont & Blake Investment Advisors
New Jersey
$497K -$24.5K -451 -5%
NSAM
1511
North Star Asset Management
Wisconsin
$496K +$132K +2,434 +36%
RMDI
1512
R.M. Davis Inc
Maine
$496K -$7.86K -145 -2%
CA
1513
CoreCap Advisors
Michigan
$495K +$82.3K +1,517 +20%
AL
1514
Aspiriant LLC
California
$495K +$38.1K +702 +8%
GWMR
1515
GC Wealth Management RIA
Massachusetts
$493K +$122K +2,258 +33%
CT
1516
ClearAlpha Technologies
Connecticut
$493K +$493K +9,083 New
PCA
1517
Pallas Capital Advisors
Massachusetts
$492K +$129K +2,373 +35%
WH
1518
Willner & Heller
California
$490K +$164K +3,025 +50%
LC
1519
Lindbrook Capital
California
$490K -$21.5K -396 -4%
ECU
1520
Eisler Capital (UK)
United Kingdom
$489K -$159K -2,932 -25%
SIA
1521
Strategic Investment Advisors
Michigan
$486K +$39.8K +734 +9%
BC
1522
Barrett & Company
Rhode Island
$486K -$155K -2,854 -24%
CA
1523
Crewe Advisors
Utah
$486K +$486K +8,961 New
OWA
1524
One Wealth Advisors
California
$486K +$486K +8,957 New
HA
1525
HC Advisors
Georgia
$483K +$24.4K +450 +5%
59 60
61
62 63