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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 %
BPWM
1026
Badgley Phelps Wealth Managers
Washington
$1.39M +$72.6K +1,283 +6%
CCM
1027
Chilton Capital Management
Texas
$1.38M -$192K -3,400 -12%
MCM
1028
Monarch Capital Management
Indiana
$1.38M -$2.83K -50 -0.2%
JIC
1029
Joel Isaacson & Co
New York
$1.38M -$145K -2,571 -10%
UIM
1030
Unified Investment Management
Georgia
$1.38M +$1.38M +24,385 New
AAM
1031
Auxier Asset Management
Oregon
$1.38M -$8.48K -150 -0.6%
MIM
1032
MTM Investment Management
South Carolina
$1.37M -$57.9K -1,023 -4%
JSC
1033
Jackson Square Capital
California
$1.37M +$1.37M +24,206 New
PTP
1034
Platform Technology Partners
New York
$1.37M +$3.79K +67 +0.3%
CHAM
1035
Clear Harbor Asset Management
Connecticut
$1.37M -$85.2K -1,506 -6%
TC
1036
Trilogy Capital
California
$1.36M -$2.38M -42,012 -64%
SWM
1037
SeaCrest Wealth Management
New York
$1.36M +$166K +2,927 +14%
CLA
1038
Carnegie Lake Advisors
New Jersey
$1.36M – – –
PFC
1039
Poplar Forest Capital
California
$1.36M – – –
MAM
1040
Mystic Asset Management
Rhode Island
$1.36M +$521K +9,206 +62%
BWM
1041
BigSur Wealth Management
Florida
$1.35M -$1.68M -29,730 -55%
CAM
1042
Cobblestone Asset Management
Virginia
$1.35M – – –
LFAS
1043
Level Four Advisory Services
Texas
$1.35M -$49.7K -879 -4%
TFA
1044
Transamerica Financial Advisors
Florida
$1.35M -$145K -2,564 -10%
AG
1045
AIA Group
Hong Kong
$1.34M +$52.3K +925 +4%
BTI
1046
Blue Trust Inc
Georgia
$1.34M -$99.5K -1,760 -7%
HWAM
1047
Hennion & Walsh Asset Management
New Jersey
$1.34M -$685K -12,114 -34%
TBC
1048
Ted Buchan & Co
California
$1.34M +$81.4K +1,440 +6%
LNB
1049
Ledyard National Bank
$1.34M -$87.6K -1,548 -6%
BBA
1050
BLB&B Advisors
Pennsylvania
$1.33M -$130K -2,294 -9%
40 41
42
43 44