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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
OIA
676
OneDigital Investment Advisors
Kansas
$2.06M +$582K +13,015 +35%
BCP
677
Berkeley Capital Partners
Georgia
$2.05M +$386K +8,626 +21%
TMAM
678
Tokio Marine Asset Management
Japan
$2.03M +$80.6K +1,802 +4%
SC
679
Savant Capital
Illinois
$2.03M -$1.22M -27,188 -36%
EF
680
Empowered Funds
Pennsylvania
$2.03M -$7.14M -159,613 -77%
STA
681
Summit Trail Advisors
New York
$2.02M +$1.44M +32,236 +197%
DSC
682
Duncker Streett & Co
Missouri
$2M -$174K -3,895 -7%
JPWM
683
Jamison Private Wealth Management
Georgia
$2M -$53.6K -1,199 -2%
C
684
Certuity
Florida
$1.98M +$217K +4,841 +11%
AWA
685
Arkadios Wealth Advisors
Georgia
$1.98M +$452K +10,110 +27%
FHB
686
First Hawaiian Bank
Hawaii
$1.98M -$692K -15,459 -25%
NRS
687
Neville Rodie & Shaw
New York
$1.97M -$2.33M -52,032 -52%
LOAMS
688
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.97M -$533K -11,913 -20%
CAAS
689
Capital Asset Advisory Services
Michigan
$1.96M +$412K +9,216 +24%
FCH
690
Freestone Capital Holdings
Washington
$1.96M -$423K -9,454 -17%
SHFA
691
SS&H Financial Advisors
Michigan
$1.96M -$44.7K -1,000 -2%
KCM
692
Kendall Capital Management
Maryland
$1.95M -$69K -1,542 -3%
SPC
693
Sigma Planning Corp
Michigan
$1.93M -$358K -7,996 -15%
BSW
694
Buckingham Strategic Wealth
Missouri
$1.93M -$135K -3,009 -6%
MCP
695
Mirador Capital Partners
California
$1.93M +$41.7K +931 +2%
YIH
696
Y-Intercept (HK)
Hong Kong
$1.92M +$2.07M +46,167 New
WTFG
697
Wells Trecaso Financial Group
Ohio
$1.9M -$85.7K -1,915 -4%
NEAM
698
New England Asset Management
Connecticut
$1.89M -$55.3K -1,235 -3%
IHL
699
Investment House LLC
California
$1.89M +$574K +12,825 +39%
3IP
700
3Chopt Investment Partners
Virginia
$1.88M +$334K +7,465 +20%