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Bristol-Myers Squibb

2,487 hedge funds and large institutions have $91.9B invested in Bristol-Myers Squibb in 2024 Q4 according to their latest regulatory filings, with 375 funds opening new positions, 930 increasing their positions, 912 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 375 | Existing positions closed: 110

52% more funds holding in top 10

Funds holding in top 10: 2741 (+14)

15% more capital invested

Capital invested by funds: $80B → $91.9B (+$11.9B)

10% more funds holding

Funds holding: 2,2592,487 (+228)

2.46% more ownership

Funds ownership: 76.4%78.86% (+2.5%)

2% more repeat investments, than reductions

Existing positions increased: 930 | Existing positions reduced: 912

1% more call options, than puts

Call options by funds: $1.76B | Put options by funds: $1.75B

Holders
2,487
Holders Change
+228
Holders Change %
+10.09%
% of All Funds
32.75%
Holding in Top 10
41
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+51.85%
% of All Funds
0.54%
New
375
Increased
930
Reduced
912
Closed
110
Calls
$1.76B
Puts
$1.75B
Net Calls
+$9M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
151
Clark Capital Management Group
Pennsylvania
$53.3M +$5.89M +105,340 +13%
HPG
152
Harvest Portfolios Group
Ontario, Canada
$52.8M -$13.9M -249,553 -21%
HighTower Advisors
153
HighTower Advisors
Illinois
$52.3M -$5.87M -105,099 -10%
Asset Management One
154
Asset Management One
Japan
$51.3M -$372K -6,666 -0.7%
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$50.8M -$11.9M -212,431 -19%
SLAM
156
Swiss Life Asset Management
$50.4M +$23.1M +413,983 +87%
Mariner
157
Mariner
Kansas
$50.2M +$1.08M +19,292 +2%
M&T Bank
158
M&T Bank
New York
$50M -$941K -16,834 -2%
Cerity Partners
159
Cerity Partners
New York
$49.4M +$637K +11,399 +1%
Walleye Trading
160
Walleye Trading
New York
$47.9M -$5.92M -106,041 -11%
CGPCS
161
Capital Group Private Client Services
California
$46.2M +$19.3M +345,464 +73%
Caisse de Depot et Placement du Quebec (CDPQ)
162
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$46.1M -$82M -1,468,081 -64%
MSV
163
MN Services Vermogensbeheer
Netherlands
$45.5M +$1.06M +18,900 +2%
ACM
164
Advisors Capital Management
New Jersey
$44.1M +$4.68M +83,786 +12%
SFI
165
Susquehanna Fundamental Investments
Pennsylvania
$43.6M +$43.1M +770,690 New
LF
166
Lansforsakringar Fondforvaltning
Sweden
$43.6M +$43M +770,292 New
IMRF
167
Illinois Municipal Retirement Fund
Illinois
$42.8M -$2.59M -46,342 -6%
State of New Jersey Common Pension Fund D
168
State of New Jersey Common Pension Fund D
New Jersey
$42.3M -$160K -2,868 -0.4%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$41.6M +$3.12M +55,803 +8%
William Blair & Company
170
William Blair & Company
Illinois
$41.6M +$11.1M +198,245 +37%
GC
171
Guggenheim Capital
Illinois
$40.9M +$134K +2,398 +0.3%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$40.8M +$114K +2,043 +0.3%
DnB Asset Management
173
DnB Asset Management
Norway
$40.1M +$12.7M +227,521 +47%
Comerica Bank
174
Comerica Bank
Texas
$40M -$816K -14,604 -2%
SCP
175
Seizert Capital Partners
Michigan
$39.9M -$699K -12,519 -2%

BMY Hedge Fund Activity: Q4 2024 in Review

2,487 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2024, worth a combined $91.9B — up 15% from $80B a quarter earlier.

Buyers outnumbered sellers: 375 funds opened new BMY positions and 110 closed out — a net gain of 265 holders — while 930 added to existing stakes and 912 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $773M.

  • 2,487 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2024, up from 2,259 in Q3 2024.
  • Funds reported $91.9B of Bristol-Myers Squibb stock for Q4 2024, up 15% quarter-over-quarter.
  • 375 funds opened new Bristol-Myers Squibb positions in Q4 2024 and 110 closed out, a net change of +265 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2024 was JP Morgan Chase, an estimated $1.01B added.
  • The largest Bristol-Myers Squibb seller in Q4 2024 was Fidelity Investments, an estimated $773M sold.

Based on aggregated 13F filings for Q4 2024.