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
$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 %
IP
2401
Ignite Planners
California
– -$205K -3,868 Closed
CAM
2402
Covenant Asset Management
New Jersey
– -$209K -3,857 Closed
GWP
2403
Gateway Wealth Partners
Wisconsin
– -$209K -3,854 Closed
AW
2404
Atlas Wealth
Ohio
– -$208K -3,840 Closed
HTHT
2405
Hemenway Trust Hemenway Trust
New Hampshire
– -$208K -3,835 Closed
PRIG
2406
Payden & Rygel Investment Group
California
– -$206K -3,800 Closed
PR
2407
Payden & Rygel
California
– -$206K -3,800 Closed
LSA
2408
L & S Advisors
California
– -$205K -3,780 Closed
KA
2409
Kercheville Advisors
Texas
– -$205K -3,778 Closed
KA
2410
Kearns & Associates
California
– -$204K -3,770 Closed
AWAP
2411
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$201K -3,707 Closed
SRIM
2412
Saratoga Research & Investment Management
California
– -$201K -3,704 Closed
MA
2413
MJP Associates
Connecticut
– -$201K -3,702 Closed
SCM
2414
SKBA Capital Management
California
– -$201K -3,700 Closed
DI
2415
DAGCO Inc
Ohio
– -$193K -3,550 Closed
EC
2416
EntryPoint Capital
New York
– -$190K -3,501 Closed
HCMG
2417
Howard Capital Management Group
California
– -$188K -3,475 Closed
PVH
2418
Psagot Value Holdings
Israel
– -$184K -3,398 Closed
NIC
2419
Northwest Investment Counselors
Oregon
– -$162K -2,995 Closed
GFL
2420
Granite FO LLC
New Hampshire
– -$127K -2,596 Closed
NCTC
2421
New Covenant Trust Company
Indiana
– -$132K -2,433 Closed
GC
2422
Garde Capital
Washington
– -$121K -2,248 Closed
FFWA
2423
FRG Family Wealth Advisors
Washington
– -$70.1K -1,596 Closed
LF
2424
LifeSteps Financial
California
– -$83.1K -1,532 Closed
FFWM
2425
Future Financial Wealth Management
Ohio
– -$82.7K -1,525 Closed
94 95 96
97
98