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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 %
PP
1751
PDS Planning
Ohio
$285K +$36.2K +699 +15%
EWM
1752
Evermay Wealth Management
Virginia
$285K -$156K -3,024 -35%
AA
1753
Alta Advisers
United Kingdom
$285K – – –
CTA
1754
Colonial Trust Advisors
South Carolina
$284K – – –
AWA
1755
Arete Wealth Advisors
Illinois
$284K -$170K -3,289 -37%
SLC
1756
Second Line Capital
Louisiana
$284K +$284K +5,483 New
EGA
1757
E&G Advisors
Texas
$283K -$20.8K -400 -7%
BAM
1758
Bellevue Asset Management
Washington
$282K -$103K -1,986 -27%
TWA
1759
TCI Wealth Advisors
Arizona
$282K -$66.3K -1,282 -19%
CCB
1760
Country Club Bank
Missouri
$281K -$1.58M -30,948 -85%
ASC
1761
Atalanta Sosnoff Capital
New York
$280K – – –
GWSG
1762
GPS Wealth Strategies Group
Colorado
$280K -$462K -8,938 -62%
HI
1763
Hendershot Investments
Virginia
$280K +$103K +1,985 +58%
IWA
1764
IVC Wealth Advisors
Pennsylvania
$277K -$11.2K -217 -4%
S
1765
Sunpointe
Missouri
$277K +$12.8K +247 +5%
VNA
1766
Valley National Advisers
Pennsylvania
$277K -$118K -2,292 -30%
EWM
1767
EPG Wealth Management
Georgia
$277K +$277K +5,351 New
SMA
1768
Sage Mountain Advisors
Georgia
$276K +$276K +5,342 New
OL
1769
OneFund LLC
Florida
$275K +$362 +7 +0.1%
SAM
1770
Satovsky Asset Management
New York
$275K +$3.42K +66 +1%
FAFN
1771
First Affirmative Financial Network
Colorado
$275K -$12.2K -235 -4%
NPPM
1772
North Point Portfolio Managers
Ohio
$274K +$274K +5,287 New
CICI
1773
Capital Investment Counsel Inc
North Carolina
$273K +$2.85K +55 +1%
CCA
1774
Cravens & Co Advisors
Tennessee
$273K -$29.2K -565 -10%
PFA
1775
Pure Financial Advisors
California
$273K +$6.88K +133 +3%
69 70
71
72 73