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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
TC
626
Trilogy Capital
California
$3.28M +$391K +7,678 +15%
HWAM
627
Hennion & Walsh Asset Management
New Jersey
$3.28M -$158K -3,101 -5%
FIA
628
Foundations Investment Advisors
Arizona
$3.27M +$91.2K +1,791 +3%
RIL
629
Rothschild Investment LLC
Illinois
$3.27M -$29.5K -579 -1%
SIC
630
SFE Investment Counsel
California
$3.26M +$315K +6,190 +11%
AFG
631
American Financial Group
Ohio
$3.25M
MVP
632
Miller Value Partners
Florida
$3.25M +$3.06M +60,000 New
CEI
633
Clark Estates Inc
New York
$3.25M
ZIG
634
Zurich Insurance Group
Switzerland
$3.24M
GWM
635
Glass Wealth Management
Texas
$3.24M +$3.05M +59,783 New
AAM
636
AR Asset Management
California
$3.24M
MFAM
637
Motley Fool Asset Management
Virginia
$3.24M +$186K +3,648 +7%
CGIM
638
Capital Group Investment Management
Singapore
$3.23M -$4.59M -90,061 -60%
FWCM
639
Ferguson Wellman Capital Management
Oregon
$3.23M -$176K -3,452 -5%
MWM
640
Meridian Wealth Management
Kentucky
$3.23M +$1.43K +28 +0%
FIB
641
First Interstate Bank
Montana
$3.23M -$105K -2,055 -3%
ECM
642
EagleClaw Capital Management
Massachusetts
$3.22M +$57.9K +1,136 +2%
LOAMS
643
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.22M +$1.6M +31,418 +113%
RAM
644
Roanoke Asset Management
New Jersey
$3.21M -$7.39K -145 -0.2%
RMC
645
Resources Management Corp
Connecticut
$3.2M -$224K -4,389 -7%
KA
646
Keene & Associates
Texas
$3.2M +$572K +11,219 +23%
KCG
647
Kinsale Capital Group
Virginia
$3.2M +$814K +15,987 +37%
NLP
648
Next Level Private
New York
$3.2M +$35.7K +700 +1%
IIM
649
Intact Investment Management
Quebec, Canada
$3.19M
WS
650
Wedbush Securities
California
$3.18M +$642K +12,599 +27%