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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 %
SWM
1801
Silverlake Wealth Management
Vermont
$301K +$108 +2 +0%
AI
1802
Atom Investors
Texas
$301K -$996K -18,370 -77%
MAA
1803
Matrix Asset Advisors
New York
$301K +$5.91K +109 +2%
PPW
1804
Parcion Private Wealth
Washington
$300K -$9.71K -179 -3%
MPM
1805
Meritage Portfolio Management
Kansas
$300K -$530K -9,766 -64%
BBWP
1806
Beacon Bridge Wealth Partners
Pennsylvania
$300K – – –
SAM
1807
SP Asset Management
California
$299K -$107K -1,978 -26%
MIM
1808
Moseley Investment Management
Florida
$299K +$299K +5,514 New
AA
1809
Alta Advisers
United Kingdom
$298K – – –
FA
1810
FDx Advisors
Illinois
$298K -$280K -5,153 -48%
WP
1811
WMS Partners
Maryland
$298K -$183K -3,370 -38%
MFG
1812
Magnus Financial Group
New York
$297K +$976 +18 +0.3%
NG
1813
Northstar Group
New York
$297K -$5.42K -100 -2%
CTA
1814
Colonial Trust Advisors
South Carolina
$296K -$22.4K -413 -7%
SBCM
1815
Schwerin Boyle Capital Management
Massachusetts
$296K – – –
PA
1816
Parkside Advisors
California
$294K -$56.4K -1,040 -16%
HI
1817
Hudock Inc
Pennsylvania
$293K -$42.6K -785 -13%
CAL
1818
Capital Advisors Ltd
Ohio
$293K -$165K -3,040 -36%
BCA
1819
Bray Capital Advisors
Florida
$293K +$2.93K +54 +1%
RA
1820
Riversedge Advisors
Delaware
$292K +$11.3K +208 +4%
VHAM
1821
Van Hulzen Asset Management
California
$292K +$1.08K +20 +0.4%
AWM
1822
Avior Wealth Management
Nebraska
$292K +$8.62K +159 +3%
DM
1823
Deerfield Management
New York
$291K -$157K -2,892 -35%
SP
1824
Successful Portfolios
Florida
$291K -$12.9K -237 -4%
HS
1825
Horan Securities
United States
$290K +$13.7K +253 +5%
71 72
73
74 75