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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 %
CIA
1926
Compass Ion Advisors
Pennsylvania
$243K -$54 -1 -0%
WC
1927
Wynn Capital
Georgia
$243K -$2.71K -50 -1%
JWA
1928
JFS Wealth Advisors
Pennsylvania
$242K +$17.1K +315 +8%
DDC
1929
DF Dent & Co
Maryland
$242K -$31.3K -577 -11%
M
1930
Mirova
France
$241K – – –
AA
1931
Auxano Advisors
Washington
$241K +$241K +4,448 New
FSA
1932
Financial Security Advisor
Virginia
$241K +$7.65K +141 +3%
CA
1933
Callahan Advisors
Texas
$240K +$240K +4,434 New
VLKIM
1934
Van Lanschot Kempen Investment Management
Netherlands
$240K -$1.9K -35 -0.8%
PCA
1935
Prosperity Capital Advisors
Ohio
$240K +$240K +4,431 New
AWA
1936
Authentikos Wealth Advisory
California
$240K +$1.68K +31 +0.7%
VCG
1937
Vantage Consulting Group
Virginia
$240K -$12.6K -233 -5%
BCP
1938
Blue Chip Partners
Michigan
$239K +$107K +1,975 +81%
FFA
1939
Fragasso Financial Advisors
Pennsylvania
$239K +$239K +4,404 New
CWP
1940
CFM Wealth Partners
Texas
$239K -$267K -4,926 -53%
MWM
1941
Mattern Wealth Management
Kansas
$239K – – –
GWCM
1942
Godshalk Welsh Capital Management
Pennsylvania
$239K -$65.1K -1,200 -21%
TWM
1943
Thrive Wealth Management
Pennsylvania
$238K -$30.3K -558 -11%
LC
1944
Lavaca Capital
Texas
$238K +$16K +295 +7%
DIM
1945
Delta Investment Management
California
$238K -$7.16K -132 -3%
FSA
1946
Fort Sheridan Advisors
Illinois
$237K -$30.7K -567 -11%
VA
1947
Valmark Advisers
Ohio
$237K +$237K +4,374 New
HP
1948
Hyperion Partners
Pennsylvania
$237K -$6.73K -124 -3%
FFN
1949
Focus Financial Network
Minnesota
$236K -$1.15M -23,830 -83%
FFB
1950
First Financial Bankshares
Texas
$235K +$235K +4,340 New
76 77
78
79 80