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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
QP
601
Quilter Plc
United Kingdom
$2.67M -$14.7K -328 -0.5%
ACM
602
Argyle Capital Management
Pennsylvania
$2.66M -$62K -1,385 -2%
CWM
603
Congress Wealth Management
Massachusetts
$2.64M +$2.31M +51,698 +434%
SGI
604
Summit Global Investments
Utah
$2.62M +$1.49M +33,359 +112%
QPBE
605
Quintet Private Bank (Europe)
Luxembourg
$2.62M -$14.2M -318,437 -85%
AF
606
Allworth Financial
California
$2.6M +$1.05M +23,405 +62%
WI
607
WBI Investments
New Jersey
$2.57M +$439K +9,801 +19%
DT
608
Diversified Trust
Tennessee
$2.56M -$436K -9,743 -14%
SVWAG
609
Sound View Wealth Advisors Group
Georgia
$2.56M +$320K +7,149 +13%
IC
610
IEQ Capital
California
$2.56M -$401K -8,957 -13%
IWC
611
Integrated Wealth Concepts
Massachusetts
$2.54M +$179K +3,994 +7%
GIA
612
Guyasuta Investment Advisors
Pennsylvania
$2.54M
SFS
613
Sowell Financial Services
Arkansas
$2.53M +$120K +2,684 +5%
TCM
614
Twin Capital Management
Pennsylvania
$2.52M -$809K -18,087 -23%
KA
615
Keene & Associates
Texas
$2.5M +$55.9K +1,249 +2%
WS
616
Wedbush Securities
California
$2.5M +$63.7K +1,424 +2%
WC
617
Woodstock Corp
Massachusetts
$2.49M -$858K -19,168 -24%
AFG
618
American Financial Group
Ohio
$2.49M
MVP
619
Miller Value Partners
Florida
$2.49M
ZIG
620
Zurich Insurance Group
Switzerland
$2.48M
AAM
621
AR Asset Management
California
$2.48M
VDI
622
Vaughan David Investments
Illinois
$2.47M -$23.8M -530,950 -90%
SSI
623
Scott & Selber Inc
Texas
$2.44M -$1.1M -24,551 -29%
ECM
624
EagleClaw Capital Management
Massachusetts
$2.44M -$31.3K -700 -1%
CIC
625
Cornercap Investment Counsel
Georgia
$2.43M -$151K -3,364 -5%