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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 %
CP
1826
Canopy Partners
Ohio
$253K +$253K +4,889 New
WIA
1827
Westbourne Investment Advisors
Maryland
$252K -$5.17K -100 -2%
SGC
1828
Slocum, Gordon & Co
Rhode Island
$251K – – –
HGERS
1829
Householder Group Estate & Retirement Specialist
Arizona
$251K -$87.5K -1,692 -26%
TF
1830
Tudor Financial
Ohio
$250K +$250K +4,834 New
RB
1831
Renasant Bank
Mississippi
$250K +$250K +4,828 New
SAI
1832
Savvy Advisors Inc
New York
$250K +$250K +4,823 New
BFA
1833
Brendel Financial Advisors
New Hampshire
$249K -$5.85K -113 -2%
LC
1834
LCNB Corp
Ohio
$249K +$249K +4,811 New
FA
1835
Faithward Advisors
Pennsylvania
$249K +$249K +4,809 New
MWM
1836
Mattern Wealth Management
Kansas
$248K +$248K +4,800 New
LWM
1837
Liberty Wealth Management
California
$248K +$248K +4,793 New
AWM
1838
Aprio Wealth Management
Georgia
$248K -$40.4K -780 -14%
KCPG
1839
Kavar Capital Partners Group
Kansas
$246K +$246K +4,763 New
TWP
1840
Tyche Wealth Partners
Texas
$246K -$51.3K -991 -17%
PAMG
1841
Patton Albertson Miller Group
Tennessee
$246K +$246K +4,750 New
LI
1842
LRI Investments
Florida
$245K +$90.6K +1,548 +59%
FSA
1843
Franklin Street Advisors
North Carolina
$245K -$269K -5,202 -52%
AFGAS
1844
Allegiance Financial Group Advisory Services
Virginia
$244K +$244K +4,720 New
PIA
1845
Perennial Investment Advisors
California
$244K +$244K +4,708 New
LW
1846
Linscomb Wealth
Texas
$242K -$15.8K -306 -6%
SAG
1847
SageView Advisory Group
California
$242K -$105K -2,021 -30%
LAS
1848
Lloyd Advisory Services
Georgia
$241K +$241K +4,665 New
SWA
1849
SOA Wealth Advisors
New York
$241K -$517 -10 -0.2%
WA
1850
WBH Advisory
Maryland
$239K -$62.1K -1,200 -21%
72 73
74
75 76