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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 %
CIM
1226
CIM Investment Management
Pennsylvania
$763K -$22.1K -428 -3%
TPW
1227
Transatlantique Private Wealth
New York
$762K -$241K -4,664 -24%
VHAM
1228
Van Hulzen Asset Management
California
$762K +$323K +6,254 +74%
LWA
1229
Lantern Wealth Advisors
New York
$760K +$62.2K +1,202 +9%
VCAM
1230
Van Cleef Asset Management
Ohio
$759K -$91K -1,759 -11%
PMA
1231
Prudent Man Advisors
Illinois
$753K +$184K +3,551 +32%
PWP
1232
Principle Wealth Partners
Connecticut
$752K +$31.6K +610 +4%
PCM
1233
Perkins Capital Management
Minnesota
$750K -$129K -2,500 -15%
WT
1234
Washington Trust
Rhode Island
$748K -$53.3K -1,030 -7%
AAS
1235
Ameritas Advisory Services
Nebraska
$748K -$40.6K -785 -5%
BHBT
1236
Burke & Herbert Bank & Trust
Virginia
$743K -$46.6K -900 -6%
CCM
1237
Cohen Capital Management
California
$742K – – –
BWA
1238
Beam Wealth Advisors
Louisiana
$742K +$31K +599 +4%
GFS
1239
GYL Financial Synergies
Connecticut
$741K -$247K -4,779 -25%
JAG
1240
Journey Advisory Group
Kentucky
$740K – – –
CPIA
1241
Cornell Pochily Investment Advisors
New York
$740K +$14.7K +285 +2%
RBFC
1242
Roman Butler Fullerton & Co
Missouri
$737K +$34.3K +650 +5%
PBC
1243
Pavion Blue Capital
California
$736K – – –
IP
1244
Investment Partners
Ohio
$736K -$14.3K -277 -2%
BTW
1245
Boston Trust Walden
Massachusetts
$735K -$207 -4 -0%
BIM
1246
Bridges Investment Management
Nebraska
$733K -$22.3K -431 -3%
CA
1247
CoreCap Advisors
Michigan
$732K +$732K +14,156 New
CNC
1248
Citizens & Northern Corp
Pennsylvania
$729K -$196K -3,787 -21%
SAM
1249
Smartleaf Asset Management
Massachusetts
$728K -$57.7K -1,133 -7%
IAS
1250
Insigneo Advisory Services
Florida
$728K -$354K -6,850 -33%
48 49
50
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