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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
$456M
2
Charles Schwab
Charles Schwab
California
$2.45B
3
UBS AM
UBS AM
Illinois
$667M
4
Federated Hermes
Federated Hermes
Pennsylvania
$313M
5
Squarepoint
Squarepoint
New York
$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$2.3B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.1B
3
Boston Partners
Boston Partners
Massachusetts
$140M
4
Franklin Resources
Franklin Resources
California
$240M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
2376
Bristlecone Advisors
Washington
– -$223K -4,117 Closed
GIM
2377
Greylin Investment Management
Virginia
– -$223K -4,115 Closed
KCM
2378
Kathmere Capital Management
Pennsylvania
– -$222K -4,096 Closed
WAG
2379
Winthrop Advisory Group
Massachusetts
– -$221K -4,077 Closed
PCP
2380
Proficio Capital Partners
Massachusetts
– -$219K -4,031 Closed
GWM
2381
Greenwich Wealth Management
Connecticut
– -$218K -4,016 Closed
APIM
2382
Agate Pass Investment Management
Washington
– -$217K -4,000 Closed
FBFS
2383
First Business Financial Services
Wisconsin
– -$217K -3,998 Closed
AMCA
2384
Arthur M. Cohen & Associates
Illinois
– -$216K -3,990 Closed
WCF
2385
West Coast Financial
California
– -$216K -3,983 Closed
FA
2386
Financial Advisors
Massachusetts
– -$216K -3,979 Closed
SP
2387
Systematic Portfolios
New York
– -$216K -3,974 Closed
GAA
2388
Guardian Asset Advisors
Pennsylvania
– -$215K -3,972 Closed
FC
2389
Forte Capital
New York
– -$215K -3,963 Closed
FFG
2390
Frisch Financial Group
New York
– -$214K -3,947 Closed
FMTC
2391
Farmers & Merchants Trust Company
California
– -$213K -3,935 Closed
PWC
2392
PYA Waltman Capital
Tennessee
– -$213K -3,925 Closed
EWS
2393
Eagle Wealth Strategies
New Jersey
– -$207K -3,912 Closed
JCM
2394
Jacobsen Capital Management
Utah
– -$212K -3,910 Closed
TCMP
2395
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$211K -3,888 Closed
ZF
2396
Zhang Financial
Michigan
– -$211K -3,884 Closed
SRC
2397
Sage Rhino Capital
California
– -$211K -3,884 Closed
CVA
2398
Central Valley Advisors
California
– -$211K -3,883 Closed
CWM
2399
Cahaba Wealth Management
Georgia
– -$210K -3,872 Closed
BWM
2400
Birchcreek Wealth Management
Ohio
– -$210K -3,872 Closed
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96
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