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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 %
AFWM
2101
Abich Financial Wealth Management
Virginia
$2.49K -$121K -2,919 -98%
TCA
2102
Trifecta Capital Advisors
Illinois
$2.45K – – –
PS
2103
PayPay Securities
Japan
$2.45K +$415 +10 +20%
SRCM
2104
Signature Resources Capital Management
California
$2.37K +$2.37K +57 New
NC
2105
NewSquare Capital
Pennsylvania
$2.08K -$748 -18 -26%
HFS
2106
Horizon Financial Services
North Carolina
$2.08K – – –
CAM
2107
Costello Asset Management
Pennsylvania
$2.08K – – –
FIA
2108
FNY Investment Advisers
New York
$2K – – –
UIA
2109
Ulland Investment Advisors
Minnesota
$2K – – –
POIA
2110
Pin Oak Investment Advisors
Texas
$2K – – –
VWA
2111
Valued Wealth Advisors
Utah
$1.95K -$125 -3 -6%
NMG
2112
New Millennium Group
Utah
$1.74K +$1.74K +42 New
PPA
2113
Painted Porch Advisors
California
$1.58K +$1.58K +38 New
SA
2114
SRH Advisors
Kansas
$1.54K -$1.58K -38 -51%
PCTC
2115
Perkins Coie Trust Company
Washington
$1.33K – – –
CIAS
2116
CBIZ Investment Advisory Services
Ohio
$1.26K – – –
FFA
2117
Fairfield Financial Advisors
Massachusetts
$1.25K +$1.25K +30 New
GPFA
2118
Game Plan Financial Advisors
Ohio
$1.25K – – –
WA
2119
WestEnd Advisors
North Carolina
$1.04K -$332 -8 -24%
RWM
2120
Ruedi Wealth Management
Illinois
$955 +$955 +23 New
NL
2121
NVWM LLC
Pennsylvania
$914 -$706 -17 -44%
MFS
2122
Mattson Financial Services
Michigan
$914 +$914 +22 New
GLA
2123
Great Lakes Advisors
Illinois
$789 -$25.3M -608,336 -100%
FGAM
2124
Financial Gravity Asset Management
Texas
$706 -$4.03K -97 -85%
RFG
2125
REAP Financial Group
Texas
$459 -$5.88K -141 -93%
83 84
85
86 87