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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 %
LSAG
1301
Lake Street Advisors Group
New Hampshire
$632K +$115K +2,227 +22%
SB
1302
Strategic Blueprint
Georgia
$630K -$223K -4,314 -26%
A
1303
AlphaQuest
New York
$629K -$1.49M -28,722 -70%
AWM
1304
Avaii Wealth Management
Wisconsin
$627K +$98.2K +1,899 +19%
CIAS
1305
Capital Investment Advisory Services
North Carolina
$627K +$59.7K +1,154 +11%
ITIM
1306
Indiana Trust & Investment Management
Indiana
$627K -$103K -1,982 -14%
PWP
1307
Phillips Wealth Planners
Mississippi
$626K +$37.5K +702 +6%
AWE
1308
Avidian Wealth Enterprises
Texas
$626K -$5.49K -106 -0.9%
CC
1309
Corton Capital
Ontario, Canada
$624K +$624K +12,062 New
KCM
1310
KRS Capital Management
Michigan
$623K +$58.3K +1,127 +10%
SCM
1311
SOL Capital Management
Maryland
$622K -$31.1K -600 -5%
ACS
1312
Archford Capital Strategies
Illinois
$622K -$421 -8 -0.1%
WPC
1313
Waters Parkerson & Co
Louisiana
$621K -$25.9K -500 -4%
AAI
1314
American Assets Inc
California
$621K +$621K +12,000 New
TC
1315
Trust Company
Kansas
$620K -$121K -2,348 -16%
DMBA
1316
Deseret Mutual Benefit Administrators
Utah
$620K +$33.9K +655 +6%
CCFM
1317
Clear Creek Financial Management
Washington
$619K -$20.3K -392 -3%
CL
1318
COWA LLC
Oklahoma
$618K +$106K +2,048 +21%
HNWAG
1319
High Net Worth Advisory Group
Florida
$617K +$3.88K +75 +0.6%
LSA
1320
Lion Street Advisors
Texas
$616K -$18.4K -355 -3%
FFS
1321
Founders Financial Securities
Maryland
$616K -$88.2K -1,705 -13%
QCG
1322
Quadrant Capital Group
Ohio
$612K +$198K +3,830 +48%
BCB
1323
Brian C. Broderick
$611K – – –
ECM
1324
Estabrook Capital Management
New York
$610K -$28.5K -550 -4%
ABWM
1325
Alpine Bank Wealth Management
Colorado
$610K +$610K +11,792 New
51 52
53
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