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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,128 hedge funds and large institutions have $63.6B invested in Bristol-Myers Squibb in 2024 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 681 increasing their positions, 1,039 reducing their positions, and 320 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,128
Holders Change
-185
Holders Change %
-8%
% of All Funds
30.95%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
169
Increased
681
Reduced
1,039
Closed
320
Calls
$1.5B
Puts
$1.65B
Net Calls
-$145M
Net Calls Change
-$470M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$443M
2
Charles Schwab
Charles Schwab
California
+$222M
3
UBS AM
UBS AM
Illinois
+$161M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$145M
5
Squarepoint
Squarepoint
New York
+$143M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$615M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$589M
3
Boston Partners
Boston Partners
Massachusetts
-$291M
4
Franklin Resources
Franklin Resources
California
-$241M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPF
2001
First Pacific Financial
Washington
$28.3K +$7.56K +182 +36%
EWP
2002
Elevation Wealth Partners
California
$28.2K – – –
PCWA
2003
Pacific Capital Wealth Advisors
California
$28K -$457 -11 -2%
SC
2004
Swan Capital
Florida
$27.8K +$27.8K +670 New
MIFH
2005
Migdal Insurance & Financial Holdings
Israel
$27K -$28.6K -700 -51%
GAG
2006
Goodman Advisory Group
Massachusetts
$26.9K – – –
MWM
2007
Mascoma Wealth Management
New Hampshire
$26.5K -$332 -8 -1%
WPA
2008
West Paces Advisors
Georgia
$26.3K -$8.31K -200 -24%
MSG
2009
Main Street Group
Virginia
$25.8K -$17.6K -426 -41%
FFA
2010
Frazier Financial Advisors
Ohio
$25.6K -$9.47K -228 -27%
LJHT
2011
Laurie J. Hall Trustee
$25K – – –
DWS
2012
Dynamic Wealth Strategies
California
$25K – – –
BFS
2013
Burkett Financial Services
South Carolina
$25K -$44.6K -1,075 -64%
MB
2014
Mizuho Bank
Japan
$24.9K +$24.9K +600 New
OIAM
2015
OFI Invest Asset Management
France
$24.9K +$2.36K +61 +10%
PWA
2016
Provenance Wealth Advisors
Florida
$24.8K -$2.7K -65 -10%
TCM
2017
TruNorth Capital Management
Michigan
$24.3K +$83 +2 +0.3%
AAG
2018
Accordant Advisory Group
Maryland
$24.1K – – –
DF
2019
DecisionPoint Financial
Arizona
$24K – – –
CP
2020
Camelot Portfolios
Ohio
$23.3K +$23.3K +560 New
BIA
2021
Bell Investment Advisors
California
$22.6K -$41.2K -992 -65%
RTL
2022
Red Tortoise LLC
Georgia
$22.3K +$15.1K +364 +209%
LI
2023
Louisbourg Investments
New Brunswick, Canada
$22K – – –
GWM
2024
Guardian Wealth Management
Illinois
$21.9K +$249 +6 +1%
BBPWM
2025
Blue Bell Private Wealth Management
Pennsylvania
$21.8K -$1.25K -30 -5%
79 80
81
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