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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 %
CYG
1976
Clean Yield Group
Vermont
$227K – – –
WA1
1977
Wimmer Associates 1
California
$227K +$4.88K +90 +2%
EF
1978
Exeter Financial
Arizona
$226K -$39K -758 -15%
SHA
1979
Seneca House Advisors
Virginia
$226K -$1.9K -35 -0.8%
S
1980
Sunpointe
Missouri
$225K +$225K +4,158 New
FMC
1981
First Merchants Corp
Indiana
$225K +$922 +17 +0.4%
CSPAM
1982
Cary Street Partners Asset Management
Virginia
$225K -$48K -885 -18%
MIA
1983
MainStreet Investment Advisors
Illinois
$224K +$224K +4,129 New
PGAM
1984
Princeton Global Asset Management
New Jersey
$224K – – –
QPW
1985
Quantum Private Wealth
Florida
$224K – – –
MWM
1986
Merriman Wealth Management
Washington
$224K +$224K +4,123 New
BA
1987
Bristlecone Advisors
Washington
$223K -$14.6K -270 -6%
GIM
1988
Greylin Investment Management
Virginia
$223K -$40.7K -750 -15%
KCM
1989
Kathmere Capital Management
Pennsylvania
$222K +$222K +4,096 New
SAM
1990
S.A. Mason
Michigan
$221K +$8.24K +152 +4%
WAG
1991
Winthrop Advisory Group
Massachusetts
$221K +$3.2K +59 +1%
WIA
1992
World Investment Advisors
California
$220K -$106K -1,610 -32%
EWA
1993
EverSource Wealth Advisors
Alabama
$219K +$107K +2,431 +95%
PCP
1994
Proficio Capital Partners
Massachusetts
$219K +$219K +4,031 New
GWM
1995
Greenwich Wealth Management
Connecticut
$218K +$218K +4,016 New
AA
1996
Addison Advisors
Vermont
$218K +$9K +166 +4%
APIM
1997
Agate Pass Investment Management
Washington
$217K -$10.8K -200 -5%
FBFS
1998
First Business Financial Services
Wisconsin
$217K – – –
GEA
1999
Glen Eagle Advisors
New Jersey
$217K -$2.82K -52 -1%
AMCA
2000
Arthur M. Cohen & Associates
Illinois
$216K +$216K +3,990 New
78 79
80
81 82