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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 %
Capstone Investment Advisors
801
Capstone Investment Advisors
New York
$2.25M -$1.72M -30,475 -43%
CRIG
802
Charter Research & Investment Group
Connecticut
$2.24M -$99.7K -1,762 -4%
SXL
803
Summit X LLC
Missouri
$2.24M -$51.8K -915 -2%
RCM
804
Raleigh Capital Management
North Carolina
$2.23M -$172K -3,041 -7%
PAM
805
Paradigm Asset Management
New York
$2.23M +$362K +6,400 +19%
BFS
806
Bard Financial Services
Connecticut
$2.23M -$43.8K -775 -2%
DWA
807
Douglass Winthrop Advisors
New York
$2.23M +$125K +2,217 +6%
RWM
808
Ritholtz Wealth Management
New York
$2.23M +$879K +15,546 +65%
WSC
809
Wellington Shields & Co
New York
$2.22M +$194K +3,428 +10%
BFS
810
Bradley Foster & Sargent
Connecticut
$2.22M +$91.1K +1,611 +4%
NEAM
811
New England Asset Management
Connecticut
$2.22M -$430K -7,600 -16%
MFIM
812
Mesirow Financial Investment Management
Illinois
$2.21M +$83.8K +1,481 +4%
LIM
813
Leavell Investment Management
Alabama
$2.21M +$146K +2,582 +7%
OPA
814
Old Port Advisors
Maine
$2.2M -$1.19K -21 -0.1%
VFO
815
Virtus Family Office
Texas
$2.19M -$205K -3,624 -9%
BHWM
816
Bar Harbor Wealth Management
New Hampshire
$2.19M -$60K -1,060 -3%
SB
817
Simmons Bank
Arkansas
$2.19M -$40.7K -720 -2%
EB
818
Eastern Bank
Massachusetts
$2.19M -$372K -6,571 -15%
CC
819
Courier Capital
New York
$2.17M -$261K -4,607 -11%
TIM
820
Thornburg Investment Management
New Mexico
$2.17M -$1.74M -30,790 -45%
RMC
821
Resources Management Corp
Connecticut
$2.16M -$875K -15,472 -29%
BG
822
Bellevue Group
Switzerland
$2.16M +$72.8K +1,288 +3%
PCS
823
Personal CFO Solutions
New Jersey
$2.15M +$870K +15,389 +68%
SJL
824
Shayne & Jacobs LLC
Tennessee
$2.14M -$98.5K -1,742 -4%
PAM
825
Peak Asset Management
Colorado
$2.14M – – –
31 32
33
34 35