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Bristol-Myers Squibb

2,487 hedge funds and large institutions have $91.9B invested in Bristol-Myers Squibb in 2024 Q4 according to their latest regulatory filings, with 375 funds opening new positions, 930 increasing their positions, 912 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 375 | Existing positions closed: 110

52% more funds holding in top 10

Funds holding in top 10: 2741 (+14)

15% more capital invested

Capital invested by funds: $80B → $91.9B (+$11.9B)

10% more funds holding

Funds holding: 2,2592,487 (+228)

2.46% more ownership

Funds ownership: 76.4%78.86% (+2.5%)

2% more repeat investments, than reductions

Existing positions increased: 930 | Existing positions reduced: 912

1% more call options, than puts

Call options by funds: $1.76B | Put options by funds: $1.75B

Holders
2,487
Holders Change
+228
Holders Change %
+10.09%
% of All Funds
32.75%
Holding in Top 10
41
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+51.85%
% of All Funds
0.54%
New
375
Increased
930
Reduced
912
Closed
110
Calls
$1.76B
Puts
$1.75B
Net Calls
+$9M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Teachers Retirement System (NYSTRS)
101
New York State Teachers Retirement System (NYSTRS)
New York
$105M +$703K +12,574 +0.7%
Prudential Financial
102
Prudential Financial
New Jersey
$102M -$21.4M -382,463 -18%
Universal-Beteiligungs- und Servicegesellschaft
103
Universal-Beteiligungs- und Servicegesellschaft
Germany
$99.8M +$98.6M +1,764,114 New
Man Group
104
Man Group
United Kingdom
$97.7M -$83.9M -1,501,885 -46%
DLA
105
Douglas Lane & Associates
New York
$97M -$4.74M -84,824 -5%
US Bancorp
106
US Bancorp
Minnesota
$95.8M -$13.8M -246,542 -13%
Macquarie Group
107
Macquarie Group
Australia
$93.6M +$12.9M +231,021 +15%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91.8M -$4.9M -87,704 -5%
HF
109
HRT Financial
New York
$90.8M +$88.8M +1,589,449 +10,300%
Credit Agricole
110
Credit Agricole
France
$90.7M +$64.6M +1,156,270 +258%
Truist Financial
111
Truist Financial
North Carolina
$90.3M +$3.37M +60,365 +4%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$89.1M +$9.63M +172,439 +12%
TD Asset Management
113
TD Asset Management
Ontario, Canada
$88.6M +$26K +465 +0%
SAM
114
Storebrand Asset Management
Norway
$88.5M +$11.7M +210,199 +16%
WP
115
Woodline Partners
California
$88.3M +$43.8M +783,466 +101%
APG Asset Management
116
APG Asset Management
Netherlands
$87.9M +$61.8M +1,106,075 +220%
Royal London Asset Management
117
Royal London Asset Management
United Kingdom
$87.6M -$20.8K -372 -0%
DB
118
Danske Bank
Denmark
$87.1M +$27.7M +494,973 +47%
CS
119
Candriam SCA
Luxembourg
$85.2M +$38.8M +694,811 +86%
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$83.6M -$2.02M -36,161 -2%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$80M +$1.15M +20,658 +1%
Point72 Asset Management
122
Point72 Asset Management
Connecticut
$79.8M -$82.1M -1,470,027 -51%
Retirement Systems of Alabama
123
Retirement Systems of Alabama
Alabama
$79.6M -$264K -4,726 -0.3%
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$79.6M +$58.6M +1,048,806 +293%
SSM
125
Sound Shore Management
Connecticut
$77.7M +$76.8M +1,373,687 New

BMY Hedge Fund Activity: Q4 2024 in Review

2,487 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2024, worth a combined $91.9B — up 15% from $80B a quarter earlier.

Buyers outnumbered sellers: 375 funds opened new BMY positions and 110 closed out — a net gain of 265 holders — while 930 added to existing stakes and 912 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $773M.

  • 2,487 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2024, up from 2,259 in Q3 2024.
  • Funds reported $91.9B of Bristol-Myers Squibb stock for Q4 2024, up 15% quarter-over-quarter.
  • 375 funds opened new Bristol-Myers Squibb positions in Q4 2024 and 110 closed out, a net change of +265 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2024 was JP Morgan Chase, an estimated $1.01B added.
  • The largest Bristol-Myers Squibb seller in Q4 2024 was Fidelity Investments, an estimated $773M sold.

Based on aggregated 13F filings for Q4 2024.