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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 %
BTWM
1726
Brass Tax Wealth Management
Ohio
$239K +$239K +5,767 New
RWB
1727
RMR Wealth Builders
New Jersey
$239K -$2.04K -49 -0.8%
MFS
1728
Mirabella Financial Services
United Kingdom
$239K -$162K -3,906 -40%
MFWP
1729
Mosaic Family Wealth Partners
Missouri
$238K +$166 +4 +0.1%
TWP
1730
Tyche Wealth Partners
Texas
$238K -$37.5K -902 -14%
TLCM
1731
Twin Lakes Capital Management
California
$238K -$55K -1,325 -19%
AIP
1732
Almanack Investment Partners
Pennsylvania
$237K -$12K -289 -5%
CP
1733
Castleview Partners
Texas
$237K +$84.3K +2,030 +55%
APA
1734
Astoria Portfolio Advisors
New York
$237K +$27.9K +672 +13%
W
1735
WPWealth
Texas
$237K -$9.22K -222 -4%
JC
1736
JB Capital
Connecticut
$237K -$1.66K -40 -0.7%
NAMP
1737
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$237K -$16.6K -400 -7%
FCA
1738
FLC Capital Advisors
California
$237K – – –
TWM
1739
Tradition Wealth Management
Minnesota
$236K -$38.3K -923 -14%
NI
1740
Nepsis Inc
Minnesota
$236K -$9.58M -230,591 -98%
FFA
1741
First Foundation Advisors
California
$235K +$99.1K +2,386 +73%
VCG
1742
Vantage Consulting Group
Virginia
$235K +$51.3K +1,236 +28%
NG
1743
Northstar Group
New York
$234K +$6.94K +167 +3%
MWPCG
1744
Measured Wealth Private Client Group
New Hampshire
$234K -$29.1K -700 -11%
MAA
1745
Matrix Asset Advisors
New York
$233K +$2.29K +55 +1%
FNA
1746
First National Advisers
Nebraska
$233K -$548K -13,205 -70%
ATFA
1747
All Terrain Financial Advisors
Minnesota
$233K – – –
REMPR
1748
Roof Eidam Maycock Peralta (REMP)
California
$233K – – –
IWA
1749
IVC Wealth Advisors
Pennsylvania
$232K +$232K +5,580 New
SAM
1750
SP Asset Management
California
$232K +$2.62K +63 +1%
68 69
70
71 72