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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
AWM
576
Apollon Wealth Management
South Carolina
$2.94M -$442K -9,872 -12%
SWMG
577
Signature Wealth Management Group
Georgia
$2.94M +$3.16M +70,703 New
HAG
578
HighPoint Advisor Group
Illinois
$2.92M +$329K +7,348 +14%
FIA
579
Foundations Investment Advisors
Arizona
$2.92M +$445K +9,934 +16%
VWM
580
Valley Wealth Managers
New Jersey
$2.91M -$97.4K -2,176 -3%
LA
581
LBP AM
France
$2.9M +$733K +16,383 +31%
SFI
582
Siemens Fonds Invest
Germany
$2.89M +$30.2K +676 +1%
HWM
583
Hohimer Wealth Management
Washington
$2.88M +$2.05M +45,884 +195%
CK
584
Cohen Klingenstein
New York
$2.88M
WAS
585
Wesleyan Assurance Society
United Kingdom
$2.88M
TIM
586
Thornburg Investment Management
New Mexico
$2.87M +$3.1M +69,190 New
GWM
587
Geneos Wealth Management
Colorado
$2.87M -$562K -12,565 -15%
NLP
588
Next Level Private
New York
$2.87M +$456K +10,183 +17%
EFS
589
Essex Financial Services
Connecticut
$2.87M +$1.32M +29,599 +94%
VCM
590
Versant Capital Management
Arizona
$2.85M +$7.88K +176 +0.3%
JCM
591
Jacobi Capital Management
Pennsylvania
$2.83M +$282K +6,301 +10%
RWP
592
RWA Wealth Partners
Massachusetts
$2.78M -$4.03K -90 -0.1%
HTC
593
Haverford Trust Company
Pennsylvania
$2.78M -$218K -4,869 -7%
FNT
594
First National Trust
Pennsylvania
$2.75M -$1.21M -27,057 -29%
HCMT
595
Highland Capital Management (Tennessee)
Tennessee
$2.75M -$248K -5,544 -8%
TCM
596
Teza Capital Management
Illinois
$2.74M +$2.96M +66,067 New
TC
597
Trilogy Capital
California
$2.73M +$234K +5,219 +9%
KRSITF
598
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.72M -$79.1K -1,767 -3%
MBTD
599
Mechanics Bank - Trust Department
California
$2.69M -$219K -4,887 -7%
NMIMC
600
Northwestern Mutual Investment Management Company
Wisconsin
$2.68M -$2.51K -56 -0.1%