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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 %
SMH
1101
Sanders Morris Harris
Texas
$990K -$689K -13,314 -41%
AFG
1102
Allegheny Financial Group
Pennsylvania
$989K +$569 +11 +0.1%
First Manhattan
1103
First Manhattan
New York
$983K -$86.9K -1,680 -8%
OWA
1104
One Wealth Advisors
California
$982K +$662K +12,790 +207%
YIA
1105
YHB Investment Advisors
Connecticut
$981K -$21.9K -423 -2%
IAN
1106
Integrated Advisors Network
Texas
$980K -$281K -5,434 -22%
CT
1107
Chicago Trust
Illinois
$980K +$157K +3,044 +19%
CCB
1108
Cutter & Co Brokerage
Missouri
$978K -$16.2K -313 -2%
ACM
1109
Adalta Capital Management
New York
$977K – – –
WAL
1110
W Advisors LLC
Tennessee
$975K -$59.6K -1,151 -6%
EHWM
1111
Eads & Heald Wealth Management
Georgia
$974K +$86.4K +1,670 +10%
JWCA
1112
J.W. Coons Advisors
Ohio
$974K – – –
AFT
1113
Alpha Family Trust
California
$971K +$488K +9,430 +101%
QI
1114
Qtron Investments
Massachusetts
$962K – – –
1WA
1115
180 Wealth Advisors
Washington
$960K +$97.1K +1,877 +11%
NDSI
1116
Newman Dignan & Sheerar Inc
Rhode Island
$956K +$48.1K +913 +5%
WQ
1117
Wealth Quarterback
New Jersey
$956K -$46.5K -899 -5%
RMAM
1118
Raab & Moskowitz Asset Management
New Jersey
$956K -$56.8K -1,098 -6%
PWG
1119
Portside Wealth Group
Utah
$956K +$253K +4,892 +36%
SIG
1120
Sky Investment Group
Connecticut
$955K -$153K -2,959 -14%
ZIC
1121
ZWJ Investment Counsel
Georgia
$952K -$115K -2,214 -11%
HL
1122
HeadInvest LLC
Maine
$949K -$56.7K -1,096 -6%
CPBTD
1123
Central Pacific Bank - Trust Division
Hawaii
$949K -$15.7K -304 -2%
IF
1124
Intrua Financial
Texas
$948K -$82.6K -1,597 -8%
ATIA
1125
American Trust Investment Advisors
New Hampshire
$946K +$268K +5,175 +39%
43 44
45
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