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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
CA
701
Clearstead Advisors
Ohio
$2.71M -$335K -6,574 -10%
NERM
702
New England Research & Management
Illinois
$2.71M +$237K +4,655 +10%
BSW
703
Buckingham Strategic Wealth
Missouri
$2.68M +$52.7K +1,035 +2%
JPWM
704
Jamison Private Wealth Management
Georgia
$2.68M -$35.6K -698 -1%
RCA
705
Resonant Capital Advisors
Wisconsin
$2.66M -$47.5K -932 -2%
MFIM
706
Mesirow Financial Investment Management
Illinois
$2.65M +$429K +8,429 +21%
KCM
707
Kendall Capital Management
Maryland
$2.63M +$88.8K +1,743 +4%
PFPT
708
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.62M -$32.2K -632 -1%
P
709
Pitcairn
Pennsylvania
$2.62M +$1.48M +29,128 +152%
SHFA
710
SS&H Financial Advisors
Michigan
$2.61M +$25.5K +500 +1%
CWM
711
Concentric Wealth Management
California
$2.6M +$216K +4,245 +10%
AIMCA
712
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.6M -$963K -18,902 -28%
KCM
713
Kennedy Capital Management
Missouri
$2.59M +$2.43M +47,715 New
WTFG
714
Wells Trecaso Financial Group
Ohio
$2.58M -$231K -4,536 -9%
BSB
715
Bangor Savings Bank
Maine
$2.58M -$320K -6,281 -12%
JCM
716
Janney Capital Management
Pennsylvania
$2.58M -$55.2K -1,083 -2%
BP
717
Ballentine Partners
Massachusetts
$2.57M +$787K +15,454 +48%
EWA
718
EP Wealth Advisors
California
$2.57M -$20.5M -402,318 -89%
TMAM
719
Tokio Marine Asset Management
Japan
$2.56M +$114K +2,232 +5%
IAA
720
Independent Advisor Alliance
North Carolina
$2.55M +$744K +14,596 +45%
GIA
721
Guyasuta Investment Advisors
Pennsylvania
$2.54M
NEAM
722
New England Asset Management
Connecticut
$2.53M -$27K -530 -1%
SIP
723
Stoneridge Investment Partners
Pennsylvania
$2.53M +$2.37M +46,622 New
PWM
724
Partnership Wealth Management
Maryland
$2.53M +$1.39M +27,244 +141%
MPI
725
Mairs & Power Inc
Minnesota
$2.52M -$347K -6,805 -13%