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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 %
SIA
2201
Schechter Investment Advisors
Michigan
– -$725K -13,374 Closed
TW
2202
Trajan Wealth
Arizona
– -$698K -12,878 Closed
SSA
2203
Sierra Summit Advisors
Nevada
– -$682K -12,567 Closed
ACM
2204
Ategra Capital Management
Virginia
– -$669K -12,342 Closed
EFMC
2205
Empire Financial Management Company
New York
– -$648K -11,940 Closed
JWWM
2206
Johnson & White Wealth Management
Pennsylvania
– -$642K -11,833 Closed
RGI
2207
River Global Investors
United Kingdom
– -$620K -11,431 Closed
CBFP
2208
Cedar Brook Financial Partners
Ohio
– -$610K -11,250 Closed
BPCE
2209
Bank Pictet & Cie (Europe)
Germany
– -$610K -11,250 Closed
VFPI
2210
Vantage Financial Partners (Illinois)
Illinois
– -$565K -10,425 Closed
PMSA
2211
Patrick M. Sweeney & Associates
Illinois
– -$549K -10,125 Closed
SCI
2212
Silver Coast Investments
United States
– -$547K -10,081 Closed
CP
2213
Coho Partners
Pennsylvania
– -$544K -10,040 Closed
EFG
2214
Embree Financial Group
Illinois
– -$541K -9,969 Closed
WFM
2215
Wolff Financial Management
Michigan
– -$540K -9,950 Closed
NP
2216
Nilsine Partners
Colorado
– -$528K -9,739 Closed
OFS
2217
OneAscent Financial Services
Alabama
– -$523K -9,653 Closed
CAG
2218
Csenge Advisory Group
Florida
– -$514K -9,484 Closed
FFM
2219
Fullerton Fund Management
Singapore
– -$510K -9,408 Closed
CA
2220
CoreCap Advisors
Michigan
– -$495K -9,126 Closed
CT
2221
ClearAlpha Technologies
Connecticut
– -$493K -9,083 Closed
SIA
2222
Strategic Investment Advisors
Michigan
– -$486K -8,971 Closed
HA
2223
HC Advisors
Georgia
– -$483K -8,898 Closed
MWA
2224
Monograph Wealth Advisors
California
– -$480K -8,850 Closed
SCM
2225
Stonehearth Capital Management
Massachusetts
– -$478K -8,808 Closed
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89
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