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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
LA
676
LBP AM
France
$2.9M -$22.7M -446,239 -89%
IWM
677
IHT Wealth Management
Illinois
$2.89M +$1.17M +23,040 +76%
BWM
678
BigSur Wealth Management
Florida
$2.87M +$1.73M +34,000 +180%
LCM
679
Legato Capital Management
California
$2.87M +$474K +9,298 +21%
AIA
680
AIMZ Investment Advisors
California
$2.85M +$5.35K +105 +0.2%
SAM
681
Synergy Asset Management
Washington
$2.85M -$85K -1,669 -3%
PAS
682
Park Avenue Securities
New York
$2.85M +$630K +12,363 +31%
CIC
683
Carnegie Investment Counsel
Ohio
$2.84M -$1.31M -25,730 -33%
CNBT
684
Canandaigua National Bank & Trust
New York
$2.84M -$180K -3,535 -6%
SC
685
Sapient Capital
Indiana
$2.83M -$32.3K -634 -1%
DSC
686
Duncker Streett & Co
Missouri
$2.83M -$196K -3,839 -7%
MYLI
687
Meiji Yasuda Life Insurance
Japan
$2.82M +$487K +9,557 +22%
WI
688
WBI Investments
New Jersey
$2.82M +$2.65M +52,043 New
VLC
689
Van Leeuwen & Company
New Jersey
$2.82M -$505K -9,908 -16%
CA
690
Continuum Advisory
Idaho
$2.81M +$3.2M +62,739 New
EWM
691
Evercore Wealth Management
New York
$2.8M -$539K -10,588 -17%
MCM
692
Mill Capital Management
North Carolina
$2.79M -$217K -4,268 -8%
LG
693
LaFleur & Godfrey
Michigan
$2.79M +$481K +9,436 +22%
ATPW
694
Ashton Thomas Private Wealth
Arizona
$2.78M +$730K +14,326 +39%
LNWWM
695
Laird Norton Wetherby Wealth Management
California
$2.78M -$319K -6,262 -11%
PCA
696
Providence Capital Advisors
North Carolina
$2.78M +$746K +14,645 +40%
TCOV
697
Trust Company of Vermont
Vermont
$2.76M +$59K +1,159 +2%
KCM
698
Kanawha Capital Management
Virginia
$2.75M -$528K -10,361 -17%
AMI
699
Amica Mutual Insurance
Rhode Island
$2.75M
MLL
700
Moody Lynn & Lieberson
Massachusetts
$2.74M -$10.1M -197,747 -80%