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Bristol-Myers Squibb

2,147 hedge funds and large institutions have $63.8B invested in Bristol-Myers Squibb in 2024 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 688 increasing their positions, 1,046 reducing their positions, and 321 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less call options, than puts

Call options by funds: $1.51B | Put options by funds: $1.65B

1.32% less ownership

Funds ownership: 77.09%75.77% (-1.3%)

8% less funds holding

Funds holding: 2,3312,147 (-184)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

24% less capital invested

Capital invested by funds: $84.5B → $63.8B (-$20.7B)

34% less repeat investments, than reductions

Existing positions increased: 688 | Existing positions reduced: 1,046

47% less first-time investments, than exits

New positions opened: 170 | Existing positions closed: 321

Holders
2,147
Holders Change
-184
Holders Change %
-7.89%
% of All Funds
31.01%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
170
Increased
688
Reduced
1,046
Closed
321
Calls
$1.51B
Puts
$1.65B
Net Calls
-$144M
Net Calls Change
-$471M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
376
United Capital Financial Advisors
Texas
$6.84M -$1.58M -35,389 -18%
MYIA
377
Mount Yale Investment Advisors
Colorado
$6.83M -$721K -16,103 -9%
JPMIA
378
J.P. Marvel Investment Advisors
Massachusetts
$6.81M -$135K -3,017 -2%
HIMC
379
Heritage Investors Management Corp
Maryland
$6.8M +$155K +3,458 +2%
TRSOTSOK
380
Teachers Retirement System of the State of Kentucky
Kentucky
$6.79M -$8.26M -184,538 -53%
AAM
381
Advisors Asset Management
Colorado
$6.78M +$1.3M +29,164 +22%
GIBU
382
Gulf International Bank (UK)
United Kingdom
$6.78M -$457K -10,222 -6%
BRWA
383
B. Riley Wealth Advisors
Florida
$6.77M -$1.02M -22,768 -12%
ABC
384
Associated Banc-Corp
Wisconsin
$6.76M -$324K -7,239 -4%
RIM
385
Redwood Investment Management
Arizona
$6.75M +$328K +7,338 +5%
IG
386
ING Group
Netherlands
$6.71M -$7.2M -160,830 -50%
AAA
387
Adams Asset Advisors
Texas
$6.7M -$758K -16,944 -10%
HCM
388
Hillman Capital Management
Maryland
$6.67M +$7.18M +160,529 New
AAS
389
Avantax Advisory Services
Texas
$6.61M +$3.99M +89,119 +127%
BLAM
390
Bourne Lent Asset Management
New York
$6.59M -$173K -3,865 -2%
TSW
391
Thompson Siegel & Walmsley
Virginia
$6.59M +$8.95K +200 +0.1%
MSRPS
392
Maryland State Retirement & Pension System
Maryland
$6.57M -$78.8K -1,761 -1%
NAM
393
NorthCrest Asset Manangement
Minnesota
$6.54M -$147K -3,291 -2%
FRM
394
Foundation Resource Management
Arkansas
$6.53M +$7.03M +157,199 New
BCM
395
Brookstone Capital Management
Illinois
$6.51M +$38.4K +858 +0.6%
MSU
396
Mizuho Securities USA
New York
$6.49M +$6.99M +156,293 New
EAM
397
Erste Asset Management
Austria
$6.47M +$292K +6,533 +4%
IMPI
398
Ilmarinen Mutual Pension Insurance
Finland
$6.46M
SI
399
Stephens Inc
Arkansas
$6.39M -$448K -10,015 -6%
KRS
400
Kentucky Retirement Systems
Kentucky
$6.34M -$79.2K -1,771 -1%