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Bristol-Myers Squibb

2,331 hedge funds and large institutions have $84.5B invested in Bristol-Myers Squibb in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 934 increasing their positions, 967 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.23B

4% more capital invested

Capital invested by funds: $81.1B → $84.5B (+$3.44B)

0.56% less ownership

Funds ownership: 77.65%77.09% (-0.56%)

3% less first-time investments, than exits

New positions opened: 172 | Existing positions closed: 178

3% less repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 967

1% less funds holding

Funds holding: 2,3632,331 (-32)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
2,331
Holders Change
-32
Holders Change %
-1.35%
% of All Funds
33.58%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
172
Increased
934
Reduced
967
Closed
178
Calls
$1.56B
Puts
$1.23B
Net Calls
+$326M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
326
Daiwa Securities Group
Japan
$11.5M +$1.07M +20,988 +11%
BB
327
Busey Bank
Illinois
$11.4M +$163K +3,207 +2%
EF
328
Empowered Funds
Pennsylvania
$11.3M +$1.82M +35,802 +21%
Focus Partners Wealth
329
Focus Partners Wealth
Massachusetts
$11.3M -$65.7K -1,290 -0.6%
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$11.2M +$277K +5,435 +3%
SWP
331
Stratos Wealth Partners
Ohio
$11.2M +$306K +5,998 +3%
ELC
332
Edgar Lomax Company
Virginia
$11.1M +$4.53M +88,933 +76%
CWM
333
CIBC World Markets
New York
$11.1M -$34M -667,374 -77%
WHG
334
Westwood Holdings Group
Texas
$11.1M -$8.26M -162,213 -44%
CI
335
Capital International
California
$11M -$280K -5,487 -3%
PA
336
Pinnacle Associates
New York
$10.9M -$3.3M -64,784 -24%
CDH
337
Charles D. Hyman
$10.9M -$109K -2,135 -1%
UCFA
338
United Capital Financial Advisors
Texas
$10.8M +$366K +7,186 +4%
BRWA
339
B. Riley Wealth Advisors
Florida
$10.8M +$1.14M +22,462 +14%
TCA
340
Transcend Capital Advisors
New Jersey
$10.7M +$1.79M +35,159 +22%
SCA
341
Stonebridge Capital Advisors
Minnesota
$10.7M +$494K +9,700 +5%
AWS
342
Atria Wealth Solutions
New York
$10.6M +$398K +7,808 +4%
TAA
343
TB Alternative Assets
Cayman Islands
$10.6M +$9.91M +194,550 New
Point72 Asset Management
344
Point72 Asset Management
Connecticut
$10.5M +$9.88M +193,887 New
GS
345
GTS Securities
New York
$10.4M -$3.58M -70,279 -27%
CAM
346
Close Asset Management
United Kingdom
$10.4M -$3.4M -66,775 -26%
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$10.3M -$310K -6,083 -3%
CM
348
Capital Management
Virginia
$10.3M +$389K +7,633 +4%
AssetMark Inc
349
AssetMark Inc
California
$10.3M +$1.77M +34,770 +22%
ONB
350
Old National Bancorp
Indiana
$10.3M +$1.02M +20,102 +12%