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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
TIM
551
Thompson Investment Management
Wisconsin
$4.36M +$394K +7,737 +11%
SWA
552
Stratos Wealth Advisors
Ohio
$4.36M -$144K -2,835 -3%
Wealthfront Advisers
553
Wealthfront Advisers
California
$4.33M -$2.88M -56,532 -41%
DWP
554
Daymark Wealth Partners
Ohio
$4.31M +$285K +5,604 +8%
WC
555
Woodstock Corp
Massachusetts
$4.29M -$251K -4,921 -6%
TCM
556
Twin Capital Management
Pennsylvania
$4.28M -$219K -4,306 -5%
BMSSC
557
B. Metzler seel. Sohn & Co
Germany
$4.27M -$2.81M -55,214 -41%
RBA
558
Richard Bernstein Advisors
New York
$4.26M
TF
559
Talbot Financial
Washington
$4.24M +$272K +5,345 +7%
TW
560
TritonPoint Wealth
Maryland
$4.24M -$1.5M -29,348 -31%
KA
561
Kintegral Advisory
New York
$4.24M -$12.4K -244 -0.3%
USCWA
562
U.S. Capital Wealth Advisors
Texas
$4.22M +$1.02M +20,006 +35%
EF
563
Empirical Finance
Pennsylvania
$4.19M +$124K +2,429 +3%
ACM
564
Altrius Capital Management
North Carolina
$4.17M +$413K +8,110 +12%
CWM
565
CMH Wealth Management
New Hampshire
$4.15M +$824K +16,168 +27%
SIC
566
Salem Investment Counselors
North Carolina
$4.14M -$318K -6,245 -8%
SC
567
Savant Capital
Illinois
$4.13M +$1.58M +31,088 +69%
BFA
568
Benedict Financial Advisors
Georgia
$4.08M +$75.6K +1,484 +2%
Edgewood Management
569
Edgewood Management
Connecticut
$4.07M -$94.2K -1,850 -2%
CFSG
570
Community Financial Services Group
Vermont
$4.07M +$3.82M +74,986 New
1832 Asset Management
571
1832 Asset Management
Ontario, Canada
$4.05M -$2.65K -52 -0.1%
AWM
572
Axxcess Wealth Management
California
$3.99M +$683K +13,414 +22%
PI
573
PFG Investments
New York
$3.96M +$2.9M +56,932 +353%
VWM
574
Valley Wealth Managers
New Jersey
$3.92M +$387K +7,595 +12%
HTC
575
Haverford Trust Company
Pennsylvania
$3.89M -$332K -6,525 -8%