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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 %
GM
1326
GeoWealth Management
Illinois
$779K -$5.54K -98 -0.7%
MCM
1327
Manchester Capital Management
Vermont
$775K -$502K -8,874 -39%
1IA
1328
1620 Investment Advisors
Massachusetts
$775K +$249K +4,407 +47%
LGA
1329
Lebenthal Global Advisors
New York
$774K +$20K +354 +3%
FCP
1330
Fidelis Capital Partners
Florida
$773K +$48.7K +813 +7%
PFS
1331
Physicians Financial Services
North Carolina
$768K -$66.8K -1,182 -8%
CM
1332
Crestline Management
Texas
$767K -$765K -13,520 -50%
PWAM
1333
Pinnacle West Asset Management
Wyoming
$766K – – –
TC
1334
Trust Company
Kansas
$766K +$88K +1,556 +13%
CIAS
1335
Capital Investment Advisory Services
North Carolina
$764K +$78.8K +1,394 +12%
BF
1336
bLong Financial
Tennessee
$761K +$761K +13,463 New
CAL
1337
Capital Analysts LLC
Pennsylvania
$759K -$25.9K -458 -3%
CA
1338
Commerzbank Aktiengesellschaft
Germany
$759K +$204K +3,639 +37%
AWM
1339
Angeles Wealth Management
California
$759K +$59.7K +1,056 +9%
CWS
1340
Confluence Wealth Services
Pennsylvania
$754K +$136K +2,302 +22%
SFM
1341
Signet Financial Management
New Jersey
$754K -$205K -3,633 -21%
CGIM
1342
Capital Group Investment Management
Singapore
$752K – – –
BBI
1343
Baxter Bros Inc
Connecticut
$749K -$39.7K -702 -5%
VRM
1344
Vectors Research Management
New York
$749K – – –
RWMG
1345
Redwood Wealth Management Group
New Jersey
$749K +$11.1K +197 +2%
PCM
1346
Perkins Capital Management
Minnesota
$748K -$71.6K -1,266 -9%
TBT
1347
Texas Bank & Trust
Texas
$747K +$747K +13,215 New
BTW
1348
Boston Trust Walden
Massachusetts
$747K -$56.6K -1,000 -7%
HIA
1349
Harbor Investment Advisory
Maryland
$741K -$117K -2,064 -14%
JAG
1350
Journey Advisory Group
Kentucky
$740K – – –
52 53
54
55 56