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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,458 hedge funds and large institutions have $91.5B invested in Bristol-Myers Squibb in 2024 Q4 according to their latest regulatory filings, with 366 funds opening new positions, 921 increasing their positions, 906 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,458
Holders Change
+221
Holders Change %
+9.88%
% of All Funds
32.72%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.52%
New
366
Increased
921
Reduced
906
Closed
107
Calls
$1.75B
Puts
$1.75B
Net Calls
+$7.86M
Net Calls Change
+$118M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.02B
2
Ameriprise
Ameriprise
Minnesota
+$679M
3
DZ Bank
DZ Bank
Germany
+$617M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$330M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$212M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$782M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$719M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$435M
4
Two Sigma Investments
Two Sigma Investments
New York
-$262M
5
Amundi
Amundi
France
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1976
Boltwood Capital Management
California
$266K +$43K +760 +19%
AWA
1977
Authentikos Wealth Advisory
California
$266K +$266K +4,700 New
SWA
1978
SOA Wealth Advisors
New York
$265K +$1.75K +31 +0.7%
TCG
1979
Transcendent Capital Group
Oklahoma
$265K +$254K +4,486 +2,336%
AWM
1980
Accel Wealth Management
Iowa
$264K +$15.3K +271 +6%
MW
1981
MBL Wealth
North Carolina
$264K +$264K +4,674 New
SFS
1982
Sharp Financial Services
Pennsylvania
$263K -$62.2K -1,100 -19%
CFG
1983
Carr Financial Group
Massachusetts
$263K +$20.4K +361 +8%
MP
1984
Moment Partners
California
$262K +$262K +4,633 New
HI
1985
Hendershot Investments
Virginia
$261K -$44.7K -790 -15%
GITFIT
1986
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$260K -$17K -300 -6%
SWK
1987
Stephen W. Kidder
$260K – – –
WBWA
1988
William B. Walkup & Associates
South Carolina
$259K +$22.7K +402 +10%
PA
1989
PFG Advisors
Arizona
$259K -$19.8K -350 -7%
OL
1990
Optas LLC
Texas
$259K +$259K +4,571 New
OKSA
1991
O'Keefe Stevens Advisory
New York
$258K – – –
WP
1992
Waycross Partners
Kentucky
$258K – – –
PA
1993
PSI Advisors
Florida
$257K -$79.2K -1,400 -24%
LPAM
1994
Lodestar Private Asset Management
California
$257K +$257K +4,548 New
MPWS
1995
McCarter Private Wealth Services
Massachusetts
$257K -$31.2K -552 -11%
LC
1996
Lavaca Capital
Texas
$257K – – –
VA
1997
Valmark Advisers
Ohio
$257K +$17.6K +312 +7%
FWM
1998
Focused Wealth Management
New York
$256K +$2.21K +39 +0.9%
DIM
1999
Delta Investment Management
California
$256K – – –
RDIA
2000
RE Dickinson Investment Advisors
Iowa
$256K +$57.8K +102 +29%
78 79
80
81 82