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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 %
FFA
2176
Frazier Financial Advisors
Ohio
$45.8K -$3.58K -66 -7%
WPA
2177
West Paces Advisors
Georgia
$45.2K -$2.06K -38 -4%
CFG
2178
CKW Financial Group
Hawaii
$45K – – –
FG
2179
Fairman Group
Pennsylvania
$44.4K – – –
CPA
2180
Clear Point Advisors
New York
$42.8K +$54 +1 +0.1%
IRC
2181
Investors Research Corp
Georgia
$42.7K – – –
DFA
2182
DHJJ Financial Advisors
Illinois
$41.4K – – –
GCM
2183
Gladius Capital Management
Illinois
$39.4K +$39.4K +727 New
GJIA
2184
Glass Jacobson Investment Advisors
Maryland
$38.8K – – –
CH
2185
Canton Hathaway
Rhode Island
$38K – – –
CAC
2186
Core Alternative Capital
Georgia
$38K -$53.8K -992 -59%
CFD
2187
Creative Financial Designs
Indiana
$37.9K +$6.07K +112 +19%
WIA
2188
Wetzel Investment Advisors
Indiana
$37.7K – – –
UCB
2189
United Community Bank
South Carolina
$37.6K -$580K -10,687 -94%
PCWA
2190
Pacific Capital Wealth Advisors
California
$37.2K +$1.09K +20 +3%
EWP
2191
Elevation Wealth Partners
California
$36.8K – – –
HWM
2192
HighMark Wealth Management
Minnesota
$36.8K – – –
PWA
2193
Provenance Wealth Advisors
Florida
$35.9K +$3.53K +65 +11%
GAG
2194
Goodman Advisory Group
Massachusetts
$35.1K – – –
MWM
2195
Mascoma Wealth Management
New Hampshire
$35K – – –
LJHT
2196
Laurie J. Hall Trustee
$33K -$48.7K -900 -60%
DWS
2197
Dynamic Wealth Strategies
California
$32K – – –
TCM
2198
TruNorth Capital Management
Michigan
$31.6K +$31.6K +582 New
AAG
2199
Accordant Advisory Group
Maryland
$31.5K +$31.5K +580 New
DCM
2200
Davis Capital Management
Florida
$30.8K -$29.3K -552 -49%
86 87
88
89 90