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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 %
RHAM
1376
Round Hill Asset Management
California
$541K – – –
CWS
1377
Confluence Wealth Services
Pennsylvania
$540K +$132K +2,548 +32%
BIA
1378
Beacon Investment Advisors
Maryland
$539K +$414 +8 +0.1%
RSWM
1379
Robertson Stephens Wealth Management
California
$539K -$19.5K -376 -3%
MIS
1380
Morningstar Investment Services
Illinois
$538K +$16.4K +323 +3%
WP
1381
Westmount Partners
California
$536K -$5.17K -100 -1%
RDWM
1382
Red Door Wealth Management
Tennessee
$536K -$24.9K -482 -4%
SFS
1383
Solitude Financial Services
Virginia
$533K +$78.1K +1,509 +17%
JIP
1384
Jaffetilchin Investment Partners
Florida
$533K +$20.3K +393 +4%
BFO
1385
Biltmore Family Office
North Carolina
$533K +$7.76K +150 +1%
LWAM
1386
Legacy Wealth Asset Management
Minnesota
$532K +$11.1K +215 +2%
NHT
1387
New Hampshire Trust
New Hampshire
$532K – – –
USB
1388
Union Savings Bank
Connecticut
$530K -$11.4K -220 -2%
OWP
1389
Obermeyer Wealth Partners
Colorado
$527K -$12.9K -250 -2%
CCIA
1390
Cherry Creek Investment Advisors
Colorado
$526K +$9.47K +183 +2%
NA
1391
Navellier & Associates
Nevada
$523K -$215K -4,151 -29%
PCMI
1392
Paradigm Capital Management Inc
New York
$523K – – –
PL
1393
Plancorp LLC
Missouri
$522K +$24.7K +478 +5%
LRPA
1394
L. Roy Papp & Associates
Arizona
$522K -$56.9K -1,100 -10%
KFA
1395
Kapstone Financial Advisors
Ohio
$522K – – –
CAG
1396
Csenge Advisory Group
Florida
$520K +$520K +9,969 New
LFA
1397
Legacy Financial Advisors
Kentucky
$520K +$27.9K +539 +6%
OAM
1398
Occidental Asset Management
California
$518K +$45.8K +886 +10%
LIP
1399
Lighthouse Investment Partners
Florida
$518K -$1.8M -34,722 -78%
MAM
1400
Morse Asset Management
Connecticut
$517K +$103K +2,000 +25%
54 55
56
57 58