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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 %
WCF
2001
West Coast Financial
California
$216K -$8.62K -159 -4%
FA
2002
Financial Advisors
Massachusetts
$216K – – –
SP
2003
Systematic Portfolios
New York
$216K +$216K +3,974 New
GAA
2004
Guardian Asset Advisors
Pennsylvania
$215K -$542 -10 -0.3%
QC
2005
Quent Capital
New York
$215K -$28.5K -525 -12%
FW
2006
FirstPurpose Wealth
Utah
$215K +$215K +4,279 New
IGWM
2007
ICA Group Wealth Management
Colorado
$215K +$13.8K +255 +7%
FC
2008
Forte Capital
New York
$215K -$3.25K -60 -1%
HI
2009
Hendershot Investments
Virginia
$215K – – –
FFG
2010
Frisch Financial Group
New York
$214K +$214K +3,947 New
FMTC
2011
Farmers & Merchants Trust Company
California
$213K -$13K -240 -6%
PWC
2012
PYA Waltman Capital
Tennessee
$213K – – –
JCM
2013
Jacobsen Capital Management
Utah
$212K +$212K +3,910 New
LFG
2014
Larson Financial Group
Missouri
$212K -$11K -202 -5%
SWA
2015
SOA Wealth Advisors
New York
$212K -$6.62K -122 -3%
PCM
2016
Penserra Capital Management
California
$211K -$369K -6,868 -64%
TCMP
2017
Thrive Capital Management (Pennsylvania)
Pennsylvania
$211K +$211K +3,888 New
ZF
2018
Zhang Financial
Michigan
$211K -$8.14K -150 -4%
SRC
2019
Sage Rhino Capital
California
$211K -$4.66K -86 -2%
CVA
2020
Central Valley Advisors
California
$211K -$1.3K -24 -0.6%
VC
2021
Vicus Capital
Pennsylvania
$210K +$210K +3,873 New
BWM
2022
Birchcreek Wealth Management
Ohio
$210K +$210K +3,872 New
CWM
2023
Cahaba Wealth Management
Georgia
$210K -$4.93K -91 -2%
CAM
2024
Covenant Asset Management
New Jersey
$209K -$704K -12,985 -77%
GWP
2025
Gateway Wealth Partners
Wisconsin
$209K -$36.9K -680 -15%
79 80
81
82 83