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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 %
FPAS
976
Focus Partners Advisor Solutions
Missouri
$1.53M -$982K -17,359 -39%
NRG
977
Nemes Rush Group
Michigan
$1.53M +$12.5K +221 +0.8%
III
978
Independent Investors Inc
New York
$1.52M – – –
MWM
979
Modera Wealth Management
New Jersey
$1.52M -$206K -3,648 -12%
LAM
980
Lakewood Asset Management
Illinois
$1.52M +$11K +195 +0.7%
NSIM
981
North Star Investment Management
Illinois
$1.52M +$27.8K +491 +2%
NP
982
NorthRock Partners
Minnesota
$1.51M +$33.6K +594 +2%
MAM
983
Milestone Asset Management
Pennsylvania
$1.51M +$1.51M +26,709 New
CCG
984
Coastwise Capital Group
California
$1.51M -$161K -2,849 -10%
FNBTCON
985
First National Bank & Trust Co of Newtown
Pennsylvania
$1.5M -$46.5K -823 -3%
WGCA
986
Wolf Group Capital Advisors
Virginia
$1.5M – – –
WCBA
987
Weaver C. Barksdale & Associates
Tennessee
$1.5M +$392K +6,921 +35%
TW
988
TritonPoint Wealth
Maryland
$1.5M +$97.2K +1,719 +7%
PTC
989
Philadelphia Trust Company
Pennsylvania
$1.5M – – –
NW
990
NewEdge Wealth
Pennsylvania
$1.5M +$287K +5,073 +24%
BFM
991
Boothbay Fund Management
New York
$1.5M +$1.5M +26,437 New
JIM
992
Jensen Investment Management
Oregon
$1.49M – – –
Kayne Anderson Rudnick Investment Management
993
Kayne Anderson Rudnick Investment Management
California
$1.49M -$89K -1,574 -6%
MPI
994
Mairs & Power Inc
Minnesota
$1.48M +$10.2K +180 +0.7%
OC
995
Oarsman Capital
Wisconsin
$1.48M +$15.9K +281 +1%
RFA
996
RTD Financial Advisors
Pennsylvania
$1.48M -$494K -8,737 -25%
ATC
997
Adirondack Trust Company
New York
$1.48M -$44.1K -779 -3%
LTAS
998
Linden Thomas Advisory Services
North Carolina
$1.48M -$28.8K -509 -2%
NERM
999
New England Research & Management
Illinois
$1.48M -$1.57M -27,749 -52%
LWA
1000
Lantern Wealth Advisors
New York
$1.47M +$642K +11,352 +77%
38 39
40
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