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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 %
RCM
2151
Radnor Capital Management
Pennsylvania
– -$3.62M -66,823 Closed
HW
2152
Hamilton Wealth
California
– -$3.61M -66,548 Closed
CGIM
2153
Capital Group Investment Management
Singapore
– -$3.23M -59,638 Closed
MWM
2154
Meridian Wealth Management
Kentucky
– -$3.23M -59,584 Closed
CCMINC
2155
Cardinal Capital Management Inc (North Carolina)
North Carolina
– -$3.08M -56,860 Closed
SAM
2156
Synergy Asset Management
Washington
– -$2.85M -52,578 Closed
MCB
2157
Morton Community Bank
Illinois
– -$2.5M -46,075 Closed
LNC
2158
Lincoln National Corp
Pennsylvania
– -$2.33M -42,894 Closed
DFG
2159
Delta Financial Group
New Jersey
– -$2.33M -42,880 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2160
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.22M -40,873 Closed
WI
2161
Wahed Invest
New York
– -$2.16M -39,794 Closed
ORG
2162
Optimist Retirement Group
Washington
– -$2.1M -38,663 Closed
OIM
2163
Orca Investment Management
Oregon
– -$1.94M -35,682 Closed
RFG
2164
Range Financial Group
Oregon
– -$1.89M -34,942 Closed
SC
2165
Sykon Capital
New York
– -$1.87M -34,429 Closed
UWM
2166
Udine Wealth Management
Florida
– -$1.82M -33,571 Closed
DLCIG
2167
D.L. Carlson Investment Group
New Hampshire
– -$1.8M -33,174 Closed
AWM
2168
Ameliora Wealth Management
Switzerland
– -$1.74M -32,144 Closed
TCWM
2169
Total Clarity Wealth Management
Illinois
– -$1.72M -31,778 Closed
HCM
2170
Harvey Capital Management
Florida
– -$1.57M -29,010 Closed
MFGM
2171
Marshall Financial Group (Maryland)
Maryland
– -$1.54M -28,437 Closed
BRA
2172
Bender Robert & Associates
California
– -$1.49M -27,442 Closed
CANY
2173
Caxton Associates (New York)
New York
– -$1.48M -27,369 Closed
AW
2174
Alaethes Wealth
Nevada
– -$1.48M -27,263 Closed
AWC
2175
Abundance Wealth Counselors
Pennsylvania
– -$1.45M -26,690 Closed
85 86
87
88 89