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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 %
FFWM
2051
Future Financial Wealth Management
Ohio
$71.1K +$71.1K +1,375 New
FNWA
2052
Financial Network Wealth Advisors
Utah
$70.1K +$13.6K +263 +24%
TIM
2053
Tortoise Investment Management
New York
$65.8K +$52 +1 +0.1%
EPW
2054
Evergreen Private Wealth
Colorado
$65.6K – – –
TWD
2055
True Wealth Design
Ohio
$65.2K +$48.7K +942 +296%
TCM
2056
Tradewinds Capital Management
Washington
$64.9K +$776 +15 +1%
FDCP
2057
Foster Dykema Cabot & Partners
Massachusetts
$63K – – –
MFT
2058
Moisand Fitzgerald Tamayo
Florida
$62.6K – – –
GTAM
2059
Global Trust Asset Management
Florida
$62.1K -$15.5K -300 -20%
OW
2060
Olistico Wealth
Oklahoma
$62.1K – – –
AFG
2061
Albion Financial Group
Utah
$62.1K – – –
FCMT
2062
Founders Capital Management (Texas)
Texas
$62.1K – – –
PC
2063
Promethos Capital
Massachusetts
$61.8K – – –
SIS
2064
Strategic Investment Solutions
Illinois
$61.5K -$6.99K -135 -10%
BAM
2065
Byrne Asset Management
New Jersey
$60.7K -$16.6K -320 -21%
MLA
2066
MB, Levis & Associates
Pennsylvania
$60.5K +$517 +10 +0.9%
HWM
2067
HighMark Wealth Management
Minnesota
$58K +$1.97K +38 +4%
EIM
2068
Essex Investment Management
Massachusetts
$57.9K – – –
IAS
2069
IMA Advisory Services
Colorado
$56.4K +$56.4K +1,091 New
CJL
2070
Cyrus J. Lawrence
New York
$56K – – –
IUHSA
2071
Itau Unibanco Holding S.A.
Brazil
$56K -$16.9K -327 -23%
CAS
2072
Coppell Advisory Solutions
Texas
$55.2K -$7.59K -149 -12%
FP
2073
Financial Perspectives
Minnesota
$55.2K – – –
WOSD
2074
WFA of San Diego
California
$55K – – –
GKIM
2075
GW&K Investment Management
Massachusetts
$55K +$17.7K +344 +48%
81 82
83
84 85