BMY icon

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 %
CA
1751
Commerzbank Aktiengesellschaft
Germany
$329K +$329K +6,062 New
PA
1752
PSI Advisors
Florida
$327K +$10.6K +196 +3%
RDFA
1753
Ritter Daniher Financial Advisory
Ohio
$326K -$4.99K -92 -2%
KFS
1754
Kurt F. Somerville
$326K -$69.1K -1,275 -18%
AIP
1755
Almanack Investment Partners
Pennsylvania
$326K +$14.7K +271 +5%
SHGA
1756
Sand Hill Global Advisors
California
$326K – – –
ICM
1757
IMS Capital Management
Oregon
$325K -$259K -4,777 -44%
SFS
1758
Solitude Financial Services
Virginia
$325K +$325K +6,000 New
OWM
1759
OneAscent Wealth Management
Alabama
$325K +$15.6K +288 +5%
GIA
1760
GHP Investment Advisors
Colorado
$324K – – –
EB
1761
Eastern Bank
Massachusetts
$323K – – –
MCWA
1762
Meadow Creek Wealth Advisors
Georgia
$322K +$87.6K +1,616 +37%
AC
1763
Apella Capital
Connecticut
$321K -$9.55K -185 -3%
FB
1764
First Bancorp
Maine
$321K +$43.7K +805 +16%
W
1765
WPWealth
Texas
$321K +$4.5K +83 +1%
BFC
1766
Bedel Financial Consulting
Indiana
$319K +$542 +10 +0.2%
AHC
1767
Adell Harriman & Carpenter
Texas
$318K -$108 -2 -0%
APWM
1768
Argonautica Private Wealth Management
Massachusetts
$317K +$35.7K +659 +13%
APW
1769
Austin Private Wealth
Texas
$317K +$74.5K +1,427 +31%
NCM
1770
Novare Capital Management
North Carolina
$316K +$100K +1,850 +46%
JGIA
1771
Jackson Grant Investment Advisers
Connecticut
$315K +$434 +8 +0.1%
BWM
1772
BCS Wealth Management
Tennessee
$315K +$83.3K +1,538 +36%
OHWP
1773
Oak Harbor Wealth Partners
North Carolina
$315K -$9.98K -184 -3%
CFP
1774
Catalyst Financial Partners
Massachusetts
$315K +$30.5K +637 +11%
RWB
1775
RMR Wealth Builders
New Jersey
$315K +$28K +517 +10%
69 70
71
72 73