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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
DWM
726
Dakota Wealth Management
Florida
$2.52M +$1.38M +27,158 +141%
PCIA
727
Prime Capital Investment Advisors
Kansas
$2.5M -$286K -5,623 -11%
MCB
728
Morton Community Bank
Illinois
$2.5M +$22.4K +440 +1%
PAM
729
Paradigm Asset Management
New York
$2.48M -$66.2K -1,300 -3%
KWA
730
Kingswood Wealth Advisors
California
$2.48M +$8.05K +158 +0.3%
CAM
731
Cubic Asset Management
Massachusetts
$2.48M +$53.7K +1,055 +2%
Public Sector Pension Investment Board (PSP Investments)
732
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.47M +$301K +5,900 +15%
SB
733
Simmons Bank
Arkansas
$2.47M -$10.9K -214 -0.5%
MCP
734
Mirador Capital Partners
California
$2.47M +$96.2K +1,889 +4%
NFC
735
Northeast Financial Consultants
Connecticut
$2.46M +$163K +3,201 +8%
LCM
736
Logan Capital Management
Pennsylvania
$2.45M -$33.6K -660 -1%
CIA
737
Choate Investment Advisors
Massachusetts
$2.44M -$153K -2,996 -6%
QFA
738
Quattro Financial Advisors
Texas
$2.44M +$2.29M +44,949 +88,135%
CC
739
Courier Capital
New York
$2.42M -$95.9K -1,883 -4%
BG
740
Bahl & Gaynor
Ohio
$2.42M +$60.3K +1,183 +3%
HIC
741
Holderness Investments Company
North Carolina
$2.41M +$9.37K +184 +0.4%
ANTB
742
AMG National Trust Bank
Colorado
$2.4M +$1.42M +27,847 +170%
NSEDCP
743
NJ State Employees Deferred Compensation Plan
New Jersey
$2.38M
BCM
744
Birmingham Capital Management
Alabama
$2.37M -$16K -315 -0.7%
LWL
745
Leo Wealth LLC
Texas
$2.36M -$145K -2,841 -6%
PVI
746
Pine Valley Investments
New Jersey
$2.36M -$117K -2,301 -5%
HKAM
747
Horizon Kinetics Asset Management
New York
$2.36M +$48.5K +952 +2%
BCI
748
Brinker Capital Investments
Pennsylvania
$2.35M -$163K -3,205 -7%
OPS
749
Orion Portfolio Solutions
Nebraska
$2.35M -$163K -3,205 -7%
HAG
750
HighPoint Advisor Group
Illinois
$2.35M -$19.2K -376 -0.7%