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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 %
APG
1701
Abacus Planning Group
South Carolina
$307K -$11.5K -222 -4%
GI
1702
Gradient Investments
Minnesota
$306K +$27.3K +528 +10%
APWM
1703
Argonautica Private Wealth Management
Massachusetts
$305K +$3.1K +60 +1%
JFA
1704
JNBA Financial Advisors
Minnesota
$305K – – –
Fayez Sarofim & Co
1705
Fayez Sarofim & Co
Texas
$305K – – –
IGGA
1706
Iron Gate Global Advisors
Utah
$305K – – –
BTWM
1707
Baker Tilly Wealth Management
Wisconsin
$305K -$118K -2,273 -28%
FS
1708
Ferguson Shapiro
Georgia
$304K +$41.8K +807 +16%
OWM
1709
OneAscent Wealth Management
Alabama
$304K +$304K +5,879 New
CAG
1710
Crestwood Advisors Group
Massachusetts
$303K +$31.7K +612 +12%
CS
1711
Capital Square
Tennessee
$302K +$2.54K +49 +0.8%
BEAM
1712
Baker Ellis Asset Management
Washington
$302K -$5.17K -100 -2%
NG
1713
Northstar Group
New York
$301K +$9.62K +186 +3%
MC
1714
Mirabaud & Cie
Switzerland
$301K – – –
HI
1715
Hudock Inc
Pennsylvania
$301K +$21.1K +408 +8%
TLCM
1716
Twin Lakes Capital Management
California
$301K +$3.62K +70 +1%
SFA
1717
Souders Financial Advisors
Ohio
$300K -$3.67K -71 -1%
BOS
1718
Bank of Stockton
California
$300K -$11.7K -227 -4%
PA
1719
Parkside Advisors
California
$299K +$19.2K +371 +7%
SIMG
1720
Sonora Investment Management Group
Arizona
$298K -$185K -3,572 -38%
SFS
1721
Sharp Financial Services
Pennsylvania
$298K -$243K -4,700 -45%
WF
1722
WoodTrust Financial
Wisconsin
$297K -$412K -7,965 -58%
FA
1723
Fagan Associates
New York
$296K +$296K +5,727 New
WFI
1724
West Family Investments
California
$296K +$296K +5,719 New
GLLW
1725
Graves Light Lenhart Wealth
Virginia
$296K -$60.2K -1,163 -17%
67 68
69
70 71