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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
BHWA
451
Beacon Harbor Wealth Advisors
Virginia
$6.2M +$4.14M +81,304 +246%
BWL
452
Bogart Wealth LLC
Virginia
$6.18M +$144K +2,836 +3%
WA
453
WealthTrust Axiom
Pennsylvania
$6.07M -$49.6K -974 -0.9%
SAM
454
Silvercrest Asset Management
New York
$6.06M -$19.7K -387 -0.3%
GIA
455
Gateway Investment Advisers
Ohio
$6.04M -$23.4M -458,478 -80%
EP
456
Edgestream Partners
New Jersey
$6M +$912K +17,901 +19%
AFA
457
Abacus FCF Advisors
Florida
$5.99M +$412K +8,095 +8%
GCM
458
Gibraltar Capital Management
Oklahoma
$5.97M +$1.67M +32,691 +42%
CA
459
Cullinan Associates
Kentucky
$5.93M -$252K -4,946 -4%
FLPIM
460
F.L. Putnam Investment Management
Massachusetts
$5.92M +$650K +12,750 +13%
LIP
461
Lighthouse Investment Partners
Florida
$5.91M +$5.56M +109,069 New
GIM
462
Grassi Investment Management
California
$5.9M
PCM
463
Poehling Capital Management
Wisconsin
$5.89M +$38.6K +758 +0.9%
FDCDDQ
464
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.88M +$2.22M +43,603 +65%
RJT
465
Raymond James Trust
Florida
$5.87M +$152K +2,980 +3%
GAM
466
Groupama Asset Management
France
$5.86M -$2.45M -48,102 -46%
PAG
467
Private Advisory Group
Washington
$5.84M +$5.49M +107,730 New
CCM
468
Canal Capital Management
Virginia
$5.82M +$2.61M +51,308 +92%
OAM
469
Ostrum Asset Management
France
$5.81M +$40.2K +790 +0.7%
LS
470
Livforsakringsbolaget Skandia
Sweden
$5.81M
MWM
471
Modera Wealth Management
New Jersey
$5.79M -$657K -12,901 -11%
TCM
472
Telos Capital Management
California
$5.79M -$4.36M -85,571 -45%
SSB
473
Sandy Spring Bank
Maryland
$5.76M -$151K -2,963 -3%
SPIA
474
Steward Partners Investment Advisory
New York
$5.71M +$463K +9,092 +9%
PCIG
475
Partners Capital Investment Group
Massachusetts
$5.65M -$5.35M -105,016 -50%