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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
LD
651
Lipe & Dalton
New York
$3.18M +$22.9K +450 +0.8%
GHAM
652
Gilman Hill Asset Management
Connecticut
$3.18M +$28.7K +563 +1%
SFS
653
Sowell Financial Services
Arkansas
$3.16M +$243K +4,780 +9%
SCA
654
Sage Capital Advisors
South Dakota
$3.14M +$71.7K +1,408 +2%
Nomura Holdings
655
Nomura Holdings
Japan
$3.11M -$1.19M -23,446 -29%
BFS
656
Bard Financial Services
Connecticut
$3.11M -$255K -5,000 -8%
IWC
657
Integrated Wealth Concepts
Massachusetts
$3.1M -$1.88M -36,809 -39%
CCMINC
658
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.08M +$316K +6,210 +12%
TFA
659
Toth Financial Advisory
Virginia
$3.08M +$166K +3,265 +6%
CAM
660
Carret Asset Management
New York
$3.07M -$36.7K -720 -1%
ERSOT
661
Employees Retirement System of Texas
Texas
$3.07M -$1.9M -37,300 -40%
FCH
662
Freestone Capital Holdings
Washington
$3.07M -$243K -4,767 -8%
ZCM
663
Ziegler Capital Management
Illinois
$3.05M -$5.18M -101,671 -64%
HPCM
664
Hunter Perkins Capital Management
Illinois
$3.04M -$145K -2,850 -5%
IPW
665
Inlet Private Wealth
Florida
$3.02M +$79K +1,550 +3%
RIM
666
Rakuten Investment Management
Japan
$2.99M +$2.55M +50,028 +987%
AIP
667
Ameritas Investment Partners
Nebraska
$2.98M -$14.7K -288 -0.5%
SPC
668
Sigma Planning Corp
Michigan
$2.96M +$1.63M +31,946 +141%
SVWAG
669
Sound View Wealth Advisors Group
Georgia
$2.95M +$240K +4,713 +9%
Balyasny Asset Management
670
Balyasny Asset Management
Illinois
$2.95M -$1.15M -22,594 -29%
BE
671
Bonness Enterprises
District of Columbia
$2.94M
ITC
672
Inspire Trust Company
Nevada
$2.94M +$1.26M +24,805 +85%
PF
673
Phoenix Financial
Israel
$2.93M +$2.51M +49,262 +1,026%
SAM
674
Shell Asset Management
Netherlands
$2.92M -$184K -3,612 -5%
SMI
675
Shelter Mutual Insurance
Missouri
$2.92M