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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,458 hedge funds and large institutions have $91.5B invested in Bristol-Myers Squibb in 2024 Q4 according to their latest regulatory filings, with 366 funds opening new positions, 921 increasing their positions, 906 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,458
Holders Change
+221
Holders Change %
+9.88%
% of All Funds
32.72%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.52%
New
366
Increased
921
Reduced
906
Closed
107
Calls
$1.75B
Puts
$1.75B
Net Calls
+$7.86M
Net Calls Change
+$118M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.02B
2
Ameriprise
Ameriprise
Minnesota
+$679M
3
DZ Bank
DZ Bank
Germany
+$617M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$330M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$212M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$782M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$719M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$435M
4
Two Sigma Investments
Two Sigma Investments
New York
-$262M
5
Amundi
Amundi
France
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
626
Assenagon Asset Management
Luxembourg
$3.63M -$1.24K -22 -0%
MCM
627
Mengis Capital Management
Oregon
$3.59M -$92.8K -1,640 -3%
APP
628
Avantax Planning Partners
Iowa
$3.58M +$96.4K +1,705 +3%
VWM
629
Valley Wealth Managers
New Jersey
$3.56M -$443K -7,824 -11%
AIP
630
Ameritas Investment Partners
Nebraska
$3.52M +$583K +10,299 +20%
FB
631
Fulton Bank
Pennsylvania
$3.52M +$173K +3,062 +5%
KA
632
Keene & Associates
Texas
$3.5M +$18.4K +326 +0.5%
AWM
633
AE Wealth Management
Kansas
$3.48M +$185K +3,264 +6%
4WM
634
44 Wealth Management
Oregon
$3.45M -$126K -2,235 -4%
QIM
635
Quantitative Investment Management
Virginia
$3.45M +$3.45M +60,952 New
HKAM
636
Horizon Kinetics Asset Management
New York
$3.42M +$61.9K +1,094 +2%
AC
637
Allstate Corporation
Illinois
$3.41M +$3.41M +60,310 New
HAG
638
HighPoint Advisor Group
Illinois
$3.41M +$233K +4,160 +7%
FBT
639
First Bank & Trust
South Dakota
$3.41M +$1.12M +19,878 +49%
WAM
640
Wakefield Asset Management
Colorado
$3.41M +$3.41M +60,226 New
CI
641
Capital International
California
$3.4M +$25.6K +452 +0.8%
AFG
642
American Financial Group
Ohio
$3.39M – – –
LOAMS
643
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.39M +$314K +5,557 +10%
PWM
644
Perigon Wealth Management
California
$3.39M +$650K +11,536 +24%
AAM
645
AR Asset Management
California
$3.38M – – –
WAS
646
Wesleyan Assurance Society
United Kingdom
$3.37M -$555K -9,811 -14%
DCM
647
Donaldson Capital Management
Indiana
$3.36M +$1.28M +22,653 +62%
LFM
648
LGT Fund Management
Liechtenstein
$3.34M +$189K +3,338 +6%
SCP
649
Shorepoint Capital Partners
Massachusetts
$3.3M +$70.6K +1,248 +2%
ECM
650
Everence Capital Management
Indiana
$3.3M -$985K -17,420 -23%
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