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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 %
FA
1951
Financial Advisors
Massachusetts
$206K +$206K +3,979 New
KIM
1952
Kestra Investment Management
Texas
$206K +$206K +3,976 New
WC
1953
Waterloo Capital
Texas
$205K +$205K +3,959 New
CAC
1954
Certified Advisory Corp
Florida
$205K +$205K +3,959 New
BCM
1955
Boltwood Capital Management
California
$204K +$204K +3,945 New
LGG
1956
Luts & Greenleigh Group
Maryland
$204K -$175K -3,378 -46%
PWC
1957
PYA Waltman Capital
Tennessee
$203K +$203K +3,925 New
WI
1958
Wintrust Investments
Illinois
$203K -$2.42M -46,851 -92%
ARMT
1959
Amica Retiree Medical Trust
Rhode Island
$203K +$203K +3,928 New
EWS
1960
Eagle Wealth Strategies
New Jersey
$202K +$202K +3,912 New
STA
1961
Smith Thornton Advisors
Alabama
$202K +$202K +3,911 New
PCMC
1962
Paragon Capital Management (Colorado)
Colorado
$202K +$202K +3,909 New
FFN
1963
Focus Financial Network
Minnesota
$202K +$202K +3,895 New
CGA
1964
Crescent Grove Advisors
Illinois
$201K -$62.1K -1,200 -24%
SCP
1965
Sivia Capital Partners
California
$201K +$201K +3,882 New
SAM
1966
SignalPoint Asset Management
Missouri
$201K +$201K +3,940 New
WC
1967
Wynn Capital
Georgia
$200K +$200K +3,875 New
SOS
1968
Silver Oak Securities
Tennessee
$200K +$200K +3,967 New
AWM
1969
Avior Wealth Management
Nebraska
$196K +$3.42K +66 +2%
CT
1970
Clearstead Trust
Maine
$192K +$673 +13 +0.4%
WWP
1971
WR Wealth Planners
Missouri
$189K +$3.26K +63 +2%
BWL
1972
Bogart Wealth LLC
Virginia
$183K +$1.24K +24 +0.7%
OCM
1973
Osterweis Capital Management
California
$183K – – –
GEA
1974
Glen Eagle Advisors
New Jersey
$179K – – –
BCP
1975
Blue Chip Partners
Michigan
$178K -$10.9K -210 -6%
77 78
79
80 81