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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 %
SC
1426
Steph & Co
Wisconsin
$639K -$25.8K -457 -4%
CC
1427
Chicago Capital
Illinois
$637K -$72.1K -1,275 -10%
CAG
1428
Crestwood Advisors Group
Massachusetts
$637K +$305K +5,400 +92%
KC
1429
Knuff & Co
California
$636K – – –
MWPCG
1430
Measured Wealth Private Client Group
New Hampshire
$631K +$320K +5,650 +102%
CWM
1431
Calamos Wealth Management
Illinois
$629K +$15.3K +270 +2%
PFA
1432
Pettinga Financial Advisors
Indiana
$628K – – –
RC
1433
Roundview Capital
New Jersey
$628K -$12.4K -219 -2%
Tudor Investment Corp
1434
Tudor Investment Corp
Connecticut
$620K +$620K +10,960 New
DI
1435
Diligent Investors
California
$616K – – –
FMLI
1436
Fukoku Mutual Life Insurance
Japan
$614K +$178K +3,140 +41%
EFM
1437
E Fund Management
China
$611K +$232K +4,100 +61%
JMFC
1438
J.M. Forbes & Co
Massachusetts
$611K +$157K +2,783 +35%
HBCM
1439
Heron Bay Capital Management
Michigan
$611K +$12.4K +220 +2%
RDWM
1440
Red Door Wealth Management
Tennessee
$610K +$24.6K +435 +4%
MHIC
1441
Marble Harbor Investment Counsel
Massachusetts
$608K -$22.6K -400 -4%
WP
1442
WealthShield Partners
North Carolina
$604K +$3K +53 +0.5%
BIP
1443
Blueprint Investment Partners
North Carolina
$603K +$204K +3,601 +51%
FAM
1444
Formidable Asset Management
Ohio
$602K -$14K -247 -2%
KCM
1445
Kathmere Capital Management
Pennsylvania
$602K +$150K +2,656 +33%
IBOK
1446
Independence Bank of Kentucky
Kentucky
$599K +$52.3K +925 +10%
GLA
1447
Great Lakes Advisors
Illinois
$598K -$554K -9,795 -48%
CC
1448
Corton Capital
Ontario, Canada
$597K -$84.8K -1,499 -12%
HVIA
1449
Hudson Valley Investment Advisors
New York
$596K -$112K -1,982 -16%
CP
1450
Clarendon Private
Massachusetts
$595K +$595K +10,527 New
56 57
58
59 60