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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 %
FSA
1901
Financial Security Advisor
Virginia
$221K +$221K +4,271 New
SHA
1902
Seneca House Advisors
Virginia
$221K +$221K +4,266 New
AWM
1903
Accurate Wealth Management
Florida
$220K +$220K +4,177 New
GWANC
1904
Guardian Wealth Advisors (North Carolina)
North Carolina
$220K -$81.6K -1,577 -27%
AAP
1905
Arax Advisory Partners
Colorado
$220K +$18.4K +356 +9%
VA
1906
Valmark Advisers
Ohio
$218K +$218K +4,223 New
SRC
1907
Sage Rhino Capital
California
$218K +$218K +4,222 New
DAC
1908
Dividend Assets Capital
South Carolina
$218K +$218K +4,219 New
HC
1909
Hourglass Capital
Texas
$218K +$218K +4,213 New
BFWM
1910
Bright Futures Wealth Management
New York
$217K -$7.06K -134 -3%
IA
1911
Insight Advisors
Pennsylvania
$217K +$217K +4,191 New
AO
1912
Advisor OS
Illinois
$217K +$217K +4,190 New
WCA
1913
Westover Capital Advisors
Delaware
$216K +$216K +4,182 New
WA1
1914
Wimmer Associates 1
California
$216K +$216K +4,180 New
WBWA
1915
William B. Walkup & Associates
South Carolina
$216K +$28.1K +543 +15%
SWM
1916
Stockman Wealth Management
Montana
$216K +$216K +4,175 New
TA
1917
TFB Advisors
Kansas
$216K +$216K +4,166 New
PWPS
1918
Pinnacle Wealth Planning Services
Ohio
$215K +$215K +4,165 New
BFAG
1919
Blackston Financial Advisory Group
Florida
$215K +$215K +4,160 New
QPW
1920
Quantum Private Wealth
Florida
$213K +$213K +4,124 New
FFG
1921
Frisch Financial Group
New York
$213K +$213K +4,112 New
EBT
1922
Enterprise Bank & Trust
Massachusetts
$212K +$212K +4,104 New
FDP
1923
Financiere des Professionnels
Quebec, Canada
$212K +$212K +4,100 New
EFI
1924
EHP Funds Inc
Canada
$212K +$212K +4,100 New
AMCA
1925
Arthur M. Cohen & Associates
Illinois
$212K +$212K +4,010 New
75 76
77
78 79