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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,237 hedge funds and large institutions have $77.9B invested in Bristol-Myers Squibb in 2024 Q3 according to their latest regulatory filings, with 266 funds opening new positions, 810 increasing their positions, 918 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,237
Holders Change
+109
Holders Change %
+5.12%
% of All Funds
32.35%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
266
Increased
810
Reduced
918
Closed
131
Calls
$1.88B
Puts
$1.99B
Net Calls
-$110M
Net Calls Change
+$34.9M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$365M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$256M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$221M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$206M
5
Millennium Management
Millennium Management
New York
+$191M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$660M
2
Citadel Advisors
Citadel Advisors
Florida
-$305M
3
SOMRS
State of Michigan Retirement System
Michigan
-$210M
4
Squarepoint
Squarepoint
New York
-$203M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
601
Allworth Financial
California
$3.27M +$118K +2,274 +4%
OC
602
Optimas Capital
Hong Kong
$3.25M +$3.25M +62,900 New
HWM
603
HB Wealth Management
Georgia
$3.23M -$620K -11,974 -16%
APP
604
Avantax Planning Partners
Iowa
$3.19M +$2.7M +52,158 +549%
KA
605
Keene & Associates
Texas
$3.18M +$64.3K +1,242 +2%
IWM
606
IHT Wealth Management
Illinois
$3.16M +$232K +4,448 +8%
MBTD
607
Mechanics Bank - Trust Department
California
$3.15M -$205K -3,965 -6%
QPBE
608
Quintet Private Bank (Europe)
Luxembourg
$3.14M +$289K +5,582 +10%
CG
609
Caprock Group
Idaho
$3.14M +$821K +15,870 +35%
DT
610
Diversified Trust
Tennessee
$3.12M -$71.9K -1,389 -2%
FNT
611
First National Trust
Pennsylvania
$3.12M -$312K -6,035 -9%
KRSITF
612
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.11M -$277K -5,356 -8%
AFG
613
American Financial Group
Ohio
$3.1M – – –
O
614
Ossiam
France
$3.1M -$1.55M -30,015 -33%
ZIG
615
Zurich Insurance Group
Switzerland
$3.09M – – –
AAM
616
AR Asset Management
California
$3.09M – – –
CI
617
Capital International
California
$3.09M +$3.09M +59,728 New
WC
618
Woodstock Corp
Massachusetts
$3.09M -$15.9K -308 -0.5%
USCWA
619
U.S. Capital Wealth Advisors
Texas
$3.09M +$1.53M +29,512 +98%
HKAM
620
Horizon Kinetics Asset Management
New York
$3.07M +$743K +14,364 +32%
FB
621
Fulton Bank
Pennsylvania
$3.06M +$383K +7,410 +14%
SFS
622
Sowell Financial Services
Arkansas
$3.06M -$94.2K -1,820 -3%
PI
623
PFG Investments
New York
$3.04M +$92.7K +1,791 +3%
AWM
624
AE Wealth Management
Kansas
$3.01M -$2.62M -50,561 -46%
LFM
625
LGT Fund Management
Liechtenstein
$3M +$2.08M +38,732 +228%
23 24
25
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