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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
$2.91B
2
Capital International Investors
Capital International Investors
California
$3.81B
3
Pzena Investment Management
Pzena Investment Management
New York
$667M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$680M
5
VanEck Associates
VanEck Associates
New York
$431M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.59B
2
Vanguard Group
Vanguard Group
Pennsylvania
$10.1B
3
Ameriprise
Ameriprise
Minnesota
$1.07B
4
Fidelity International
Fidelity International
Bermuda
$65.8M
5
BlackRock
BlackRock
New York
$8.82B
Name Holding Trade Value Shares
Change 		Shares
Change %
A
2451
AJOVista
Massachusetts
– -$153K -2,981 Closed
IWA
2452
Icon Wealth Advisors
Texas
– -$144K -2,809 Closed
DEM
2453
Disciplined Equity Management
Florida
– -$132K -2,581 Closed
IUHSA
2454
Itau Unibanco Holding S.A.
Brazil
– -$123K -2,388 Closed
CM
2455
Caption Management
Oklahoma
– -$118K -2,300 Closed
GWS
2456
Glassman Wealth Services
Virginia
– -$117K -2,271 Closed
RCM
2457
Richardson Capital Management
Wisconsin
– -$103K -2,000 Closed
FCG
2458
Financial Connections Group
California
– -$102K -2,000 Closed
MFF
2459
Mango Five Family
Nevada
– -$103K -2,000 Closed
LF
2460
Lee Financial
Texas
– -$99.6K -1,942 Closed
FBC
2461
Fairfield, Bush & Co
Connecticut
– -$94.2K -1,835 Closed
AWM
2462
Able Wealth Management
New Jersey
– -$90.1K -1,757 Closed
SA
2463
Scarborough Advisors
Maryland
– -$77.9K -1,518 Closed
GAMC
2464
Garner Asset Management Corp
Texas
– -$42.3K -878 Closed
TCWA
2465
Turtle Creek Wealth Advisors
Texas
– -$39.6K -772 Closed
RIM
2466
Rockbridge Investment Management
New York
– -$33K -644 Closed
WAM
2467
WFA Asset Management
Wisconsin
– -$32.2K -627 Closed
NFA
2468
Northwest Financial Advisors
Virginia
– -$26.8K -523 Closed
GWMIA
2469
Global Wealth Management Investment Advisory
Florida
– -$19.8K -385 Closed
WPWM
2470
Western Pacific Wealth Management
Illinois
– -$16.9K -330 Closed
LPP
2471
Life Planning Partners
Florida
– -$16.9K -329 Closed
TVAMP
2472
Tennessee Valley Asset Management Partners
Tennessee
– -$14.5K -283 Closed
AIMA
2473
Ables Iannone Moore & Associates
Georgia
– -$11.5K -225 Closed
MCA
2474
Maryland Capital Advisors
Maryland
– -$10.3K -200 Closed
SR
2475
Syntax Research
Florida
– -$10.3K -200 Closed
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