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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 %
DFG
1851
Demars Financial Group
Washington
$279K -$537K -9,898 -66%
FNBOMD
1852
First National Bank of Mount Dora
Florida
$279K +$279K +5,137 New
VFA
1853
Voya Financial Advisors
Connecticut
$278K +$278K +5,224 New
GCA
1854
Genesee Capital Advisors
New York
$278K +$3.04K +56 +1%
OL
1855
OneFund LLC
Florida
$278K -$7.68K -145 -3%
MC
1856
Miramar Capital
Illinois
$276K – – –
GAM
1857
Gemmer Asset Management
California
$276K +$380 +7 +0.1%
NJBEST
1858
New Jersey Better Educational Savings Trust
New Jersey
$275K – – –
FS
1859
Ferguson Shapiro
Georgia
$275K +$275K +5,073 New
AWM
1860
Accurate Wealth Management
Florida
$275K +$10.6K +216 +4%
TFCP
1861
Twin Focus Capital Partners
Massachusetts
$274K -$21.7K -400 -7%
PGA
1862
Portland Global Advisors
Maine
$274K -$11.4K -210 -4%
NB
1863
Northwest Bancshares
Pennsylvania
$274K – – –
LAM
1864
Lewis Asset Management
California
$274K +$274K +5,050 New
AWM
1865
AllSquare Wealth Management
New York
$274K -$111K -2,050 -29%
LIG
1866
Lokken Investment Group
Delaware
$274K +$1.63K +30 +0.6%
BWA
1867
Burt Wealth Advisors
Maryland
$273K +$8.13K +150 +3%
EA
1868
Eudaimonia Advisors
Tennessee
$273K +$18.2K +336 +7%
AFA
1869
AA Financial Advisors
Ohio
$273K +$273K +5,031 New
PHIC
1870
Pine Haven Investment Counsel
Massachusetts
$273K -$2.71K -50 -1%
FCIM
1871
Fairview Capital Investment Management
California
$271K – – –
HA
1872
Harbor Advisors
Florida
$271K – – –
HIC
1873
Harvey Investment Company
Kentucky
$271K – – –
CCAL
1874
City Center Advisors LLC
Michigan
$270K +$270K +4,985 New
SMA
1875
Sage Mountain Advisors
Georgia
$270K +$270K +4,974 New
73 74
75
76 77