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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 %
GPI
2276
General Partner Inc
Pennsylvania
$5.48K -$81.3K -1,500 -94%
MFG
2277
Mendota Financial Group
Wisconsin
$5.42K – – –
PPWM
2278
PFG Private Wealth Management
Florida
$5.42K – – –
GC
2279
Gould Capital
Washington
$5.42K +$5.42K +100 New
VF
2280
VitalStone Financial
Texas
$5K – – –
RBC
2281
Roble Belko & Company
Pennsylvania
$5K – – –
KA
2282
Kozak & Associates
Colorado
$5K +$133 +3 +3%
TCM
2283
Tributary Capital Management
Nebraska
$4.94K +$4.94K +91 New
ECM
2284
Everence Capital Management
Indiana
$4.52K – – –
CAM
2285
ClariVest Asset Management
California
$4.32K +$1.89K +35 +78%
SA
2286
SRH Advisors
Kansas
$4.07K – – –
SFA
2287
Semmax Financial Advisors
North Carolina
$3.95K +$45 +1 +1%
AP
2288
Aspect Partners
Virginia
$3.91K – – –
WAS
2289
Winch Advisory Services
Wisconsin
$3.81K +$54 +1 +1%
HCA
2290
Heck Capital Advisors
Wisconsin
$3.8K – – –
NC
2291
NewSquare Capital
Pennsylvania
$3.69K -$1.9K -35 -34%
CCA
2292
Criterion Capital Advisors
Tennessee
$3.69K +$3.69K +68 New
TCA
2293
Trifecta Capital Advisors
Illinois
$3.2K -$1.9K -35 -37%
UIA
2294
Ulland Investment Advisors
Minnesota
$3K – – –
AGWCA
2295
Annis Gardner Whiting Capital Advisors
Florida
$2.82K -$2.06K -38 -42%
VWA
2296
Valued Wealth Advisors
Utah
$2.71K -$2.93K -54 -52%
CAM
2297
Costello Asset Management
Pennsylvania
$2.71K – – –
HFS
2298
Horizon Financial Services
North Carolina
$2.71K +$2.71K +50 New
PS
2299
PayPay Securities
Japan
$2.66K -$325 -6 -11%
MAWCM
2300
Mine & Arao Wealth Creation & Management
California
$2.44K – – –
90 91
92
93 94