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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 %
BIAS
1501
Beacon Investment Advisory Services
New Jersey
$422K -$77.6K -1,500 -16%
AFM
1502
Armstrong Fleming & Moore
District of Columbia
$422K – – –
MMHP
1503
Murphy Middleton Hinkle & Parker
Georgia
$421K -$17.2K -333 -4%
SWA
1504
Sax Wealth Advisors
New Jersey
$419K +$25.2K +487 +6%
AWA
1505
Acorn Wealth Advisors
Michigan
$419K -$20K -386 -5%
AL
1506
Aspiriant LLC
California
$419K +$67.4K +1,303 +19%
WAM
1507
WNY Asset Management
New York
$418K -$23.2K -449 -5%
SIAG
1508
Signet Investment Advisory Group
Rhode Island
$418K -$2.33K -45 -0.6%
HNB
1509
Hilltop National Bank
Wyoming
$416K – – –
JMFC
1510
J.M. Forbes & Co
Massachusetts
$415K -$63.5K -1,228 -13%
CW
1511
Cook Wealth
North Carolina
$415K -$10.8K -205 -3%
LIA
1512
LBMC Investment Advisors
Tennessee
$414K +$310 +6 +0.1%
GWMR
1513
GC Wealth Management RIA
Massachusetts
$414K +$2.85K +55 +0.7%
KCM
1514
Kathmere Capital Management
Pennsylvania
$413K +$413K +7,982 New
BHIA
1515
Birch Hill Investment Advisors
Massachusetts
$413K – – –
PMG
1516
ProVise Management Group
Florida
$412K -$23.5K -454 -5%
ACM
1517
Allred Capital Management
Texas
$412K -$39.1K -756 -9%
SWM
1518
Selective Wealth Management
Virginia
$411K -$9.39K -179 -2%
WAM
1519
Walker Asset Management
Missouri
$411K +$5.95K +115 +1%
BMC
1520
Benin Management Corp
Connecticut
$411K -$517 -10 -0.1%
SAM
1521
Summit Asset Management
Tennessee
$409K -$1.6K -31 -0.4%
BHPW
1522
Beverly Hills Private Wealth
California
$407K -$50.2K -971 -11%
XWM
1523
Xcel Wealth Management
Florida
$403K – – –
OCPWS
1524
One Charles Private Wealth Services
Massachusetts
$402K +$414 +8 +0.1%
IAMOG
1525
Investors Asset Management of Georgia
Georgia
$402K -$15.5K -300 -4%
59 60
61
62 63