BMY icon

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 %
PGA
1801
Portland Global Advisors
Maine
$261K – – –
RA
1802
Riversedge Advisors
Delaware
$261K +$261K +5,049 New
SP
1803
Successful Portfolios
Florida
$260K -$1.19K -23 -0.5%
WI
1804
WrapManager Inc
California
$260K -$107K -2,059 -29%
PPW
1805
Parcion Private Wealth
Washington
$260K +$260K +5,024 New
SNBOSCI
1806
Security National Bank of Sioux City Iowa
Iowa
$260K -$8.9K -172 -3%
BFG
1807
Beacon Financial Group
Texas
$260K +$260K +5,019 New
CRI
1808
Colonial River Investments
Virginia
$259K -$153K -2,949 -37%
KP
1809
Keel Point
Alabama
$259K +$5.38K +104 +2%
HA
1810
Harbor Advisors
Florida
$259K – – –
BWA
1811
Burt Wealth Advisors
Maryland
$258K -$3.05K -59 -1%
ZIM
1812
Zacks Investment Management
Illinois
$258K -$334K -6,449 -56%
CSC
1813
Caldwell Sutter Capital
California
$257K -$78.1K -1,509 -23%
CPA
1814
Capital Performance Advisors
California
$257K +$257K +4,961 New
PSB
1815
Piscataqua Savings Bank
New Hampshire
$256K – – –
GWAG
1816
Garrett Wealth Advisory Group
Texas
$256K +$256K +4,949 New
SPC
1817
Spirepoint Private Client
Florida
$256K -$205K -3,970 -45%
IIC
1818
Ironwood Investment Counsel
Arizona
$255K – – –
NCM
1819
Novare Capital Management
North Carolina
$255K +$5.17K +100 +2%
W
1820
WPWealth
Texas
$255K -$40.3K -778 -14%
PA
1821
PFG Advisors
Arizona
$255K +$2.07K +40 +0.8%
W
1822
Wealthquest
Ohio
$254K -$68.8K -1,300 -21%
BCA
1823
Bray Capital Advisors
Florida
$254K +$2.95K +57 +1%
GITFIT
1824
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$254K – – –
AAM
1825
Aureus Asset Management
Massachusetts
$253K +$253K +4,893 New
71 72
73
74 75