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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
BPC
501
Banque Pictet & Cie
Switzerland
$5.2M -$72.1K -1,415 -1%
BBHC
502
Brown Brothers Harriman & Co
New York
$5.18M -$117K -2,299 -2%
AAMA
503
Advanced Asset Management Advisors
Ohio
$5.14M
SCP
504
Shorepoint Capital Partners
Massachusetts
$5.12M +$142K +2,788 +3%
NB
505
NBT Bank
New York
$5.11M -$226K -4,437 -4%
OPCM
506
Osborne Partners Capital Management
California
$5.1M
SW
507
SVB Wealth
Massachusetts
$5.1M +$27.3K +536 +0.6%
RBC
508
Romano Brothers & Co
Illinois
$5.07M -$313K -6,147 -6%
FNT
509
First National Trust
Pennsylvania
$5.06M -$6.07M -119,168 -56%
CSPIA
510
Cary Street Partners Investment Advisory
Virginia
$5.06M -$252K -4,947 -5%
AWM
511
AE Wealth Management
Kansas
$5.04M -$11M -215,491 -70%
GVAG
512
Great Valley Advisor Group
Delaware
$5.03M +$2.37M +46,527 +100%
SC
513
Searle & Co
Connecticut
$5.02M -$586K -11,500 -11%
ZB
514
Zions Bancorporation
Utah
$5M +$4.49M +88,126 +2,130%
TCM
515
Tufton Capital Management
Maryland
$4.99M -$2.17M -42,508 -32%
WIS
516
Wright Investors Service
Connecticut
$4.98M +$30.9K +606 +0.7%
VVP
517
Venture Visionary Partners
Ohio
$4.98M +$190K +3,736 +4%
NEI
518
Northwest & Ethical Investments
Ontario, Canada
$4.97M -$3.74M -73,416 -44%
EH
519
Equitable Holdings
New York
$4.96M +$127K +2,489 +3%
WTC
520
WhitTier Trust Company
Nevada
$4.86M -$103K -2,030 -2%
BFEC
521
Benjamin F. Edwards & Company
Missouri
$4.86M +$1.77M +34,660 +63%
Group One Trading
522
Group One Trading
Illinois
$4.84M +$3.24M +63,638 +248%
PP
523
Patten & Patten
Tennessee
$4.81M +$207K +4,067 +5%
WT
524
Whittier Trust
California
$4.8M +$987K +19,382 +28%
CL
525
Choreo LLC
Illinois
$4.79M -$8K -157 -0.2%