BMY icon

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 %
TCM
2326
Towercrest Capital Management
Pennsylvania
– -$244K -4,505 Closed
HFAS
2327
Hummer Financial Advisory Services
Illinois
– -$244K -4,500 Closed
CA
2328
Carson Advisory
Georgia
– -$244K -4,499 Closed
VCM
2329
Vivaldi Capital Management
Illinois
– -$202K -4,490 Closed
WC
2330
Wynn Capital
Georgia
– -$243K -4,475 Closed
DDC
2331
DF Dent & Co
Maryland
– -$242K -4,456 Closed
M
2332
Mirova
France
– -$241K -4,452 Closed
AA
2333
Auxano Advisors
Washington
– -$241K -4,448 Closed
FSA
2334
Financial Security Advisor
Virginia
– -$241K -4,439 Closed
PCA
2335
Prosperity Capital Advisors
Ohio
– -$240K -4,431 Closed
AWA
2336
Authentikos Wealth Advisory
California
– -$240K -4,431 Closed
FFA
2337
Fragasso Financial Advisors
Pennsylvania
– -$239K -4,404 Closed
CWP
2338
CFM Wealth Partners
Texas
– -$239K -4,401 Closed
GWCM
2339
Godshalk Welsh Capital Management
Pennsylvania
– -$239K -4,400 Closed
MWM
2340
Mattern Wealth Management
Kansas
– -$239K -4,400 Closed
EF
2341
Exeter Financial
Arizona
– -$226K -4,396 Closed
TWM
2342
Thrive Wealth Management
Pennsylvania
– -$238K -4,396 Closed
LC
2343
Lavaca Capital
Texas
– -$238K -4,395 Closed
DIM
2344
Delta Investment Management
California
– -$238K -4,383 Closed
VA
2345
Valmark Advisers
Ohio
– -$237K -4,374 Closed
HP
2346
Hyperion Partners
Pennsylvania
– -$237K -4,368 Closed
FFB
2347
First Financial Bankshares
Texas
– -$235K -4,340 Closed
SPWM
2348
Schrum Private Wealth Management
Florida
– -$235K -4,335 Closed
EFG
2349
Everhart Financial Group
Ohio
– -$235K -4,333 Closed
EBT
2350
Enterprise Bank & Trust
Massachusetts
– -$234K -4,316 Closed
92 93
94
95 96