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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 %
VL
2251
Vima LLC
Michigan
$10.3K – – –
FMP
2252
Financial Management Professionals
Texas
$10K -$4.26K -81 -30%
OAJ
2253
Ogorek Anthony Joseph
New York
$10K – – –
RTL
2254
Red Tortoise LLC
Georgia
$9.44K +$9.44K +174 New
DPW
2255
DiNuzzo Private Wealth
Pennsylvania
$9.11K – – –
TAM
2256
Tucker Asset Management
Colorado
$9.11K +$1.46K +27 +19%
IA
2257
IFS Advisors
Kansas
$9.06K – – –
OSNBOA
2258
Old Second National Bank of Aurora
Illinois
$8.68K -$1.57M -28,934 -99%
RFG
2259
REAP Financial Group
Texas
$8.24K +$7.64K +141 +1,282%
MIA
2260
MeadowBrook Investment Advisors
Michigan
$8.14K -$17.1K -315 -68%
HWP
2261
Highline Wealth Partners
California
$8.14K – – –
CAM
2262
Creekmur Asset Management
Illinois
$8.02K +$1.9K +35 +31%
A
2263
AlphaQuest
New York
$7.38K -$1.01M -18,602 -99%
MWA
2264
Moser Wealth Advisors
Washington
$7.32K +$7.32K +135 New
BFA
2265
BBJS Financial Advisors
Washington
$7.24K +$54 +1 +0.8%
SHIM
2266
Stone House Investment Management
Pennsylvania
$7.17K +$7.17K +132 New
FFL
2267
Financial Freedom LLC
Ohio
$7.07K +$54 +1 +0.8%
GGI
2268
Godsey & Gibb Inc
Virginia
$6.78K -$16.3K -300 -71%
FA
2269
Financial Avengers
California
$6.69K +$53 +1 +0.8%
KFS
2270
Kelly Financial Services
Massachusetts
$6.19K +$54 +1 +0.9%
IHWM
2271
Iron Horse Wealth Management
Iowa
$6.13K +$1.9K +35 +45%
FGAM
2272
Financial Gravity Asset Management
Texas
$6.11K -$16.8K -314 -73%
FRA
2273
Frank Rimerman Advisors
California
$6.07K – – –
AFS
2274
Annapolis Financial Services
Maryland
$5.75K -$4.34K -80 -43%
OLVIG
2275
Oliver Lagore Vanvalin Investment Group
Michigan
$5.69K -$54 -1 -0.9%
89 90
91
92 93