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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
RB
651
Rodgers Brothers
Pennsylvania
$2.26M +$533K +11,903 +28%
HWAM
652
Hennion & Walsh Asset Management
New Jersey
$2.26M -$272K -6,088 -10%
BE
653
Bonness Enterprises
District of Columbia
$2.26M
SCA
654
Sippican Capital Advisors
Massachusetts
$2.24M +$531K +11,865 +28%
NERM
655
New England Research & Management
Illinois
$2.24M +$176K +3,931 +8%
SMI
656
Shelter Mutual Insurance
Missouri
$2.23M
AIA
657
AIMZ Investment Advisors
California
$2.22M +$35.8K +799 +2%
GWM
658
Glass Wealth Management
Texas
$2.21M -$294K -6,560 -11%
TA
659
Townsend & Associates
Colorado
$2.2M +$21.1K +472 +1%
BWM
660
BigSur Wealth Management
Florida
$2.2M +$1.34K +30 +0.1%
PFS
661
Prospera Financial Services
Texas
$2.17M +$523K +11,692 +29%
SFG
662
SevenBridge Financial Group
Pennsylvania
$2.17M -$72.8K -1,626 -3%
PCA
663
Providence Capital Advisors
North Carolina
$2.16M +$35.7K +797 +2%
AC
664
AXQ Capital
New Jersey
$2.16M +$2.33M +51,983 New
FB
665
Fulton Bank
Pennsylvania
$2.15M -$665K -14,862 -22%
SC
666
Sapient Capital
Indiana
$2.14M -$31.7K -708 -1%
RCA
667
Resonant Capital Advisors
Wisconsin
$2.13M +$97.9K +2,189 +4%
TFA
668
Toth Financial Advisory
Virginia
$2.13M -$244K -5,446 -10%
CWM
669
Concentric Wealth Management
California
$2.12M +$140K +3,133 +7%
P
670
&Partners
Tennessee
$2.12M +$1.5M +33,469 +190%
WI
671
Wintrust Investments
Illinois
$2.11M +$498K +11,133 +28%
MFIM
672
Mesirow Financial Investment Management
Illinois
$2.11M +$84.2K +1,882 +4%
BFS
673
Bard Financial Services
Connecticut
$2.1M -$296K -6,625 -12%
MCM
674
Mill Capital Management
North Carolina
$2.08M -$66.9K -1,495 -3%
P
675
Pitcairn
Pennsylvania
$2.08M +$77.8K +1,739 +4%