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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
RIL
726
Rothschild Investment LLC
Illinois
$1.78M -$775K -17,317 -29%
BSB
727
Bangor Savings Bank
Maine
$1.78M -$210K -4,697 -10%
KWA
728
Kingswood Wealth Advisors
California
$1.78M -$133K -2,983 -7%
VFO
729
Virtus Family Office
Texas
$1.77M +$1.91M +42,709 New
AG
730
AIA Group
Hong Kong
$1.77M -$2.02M -45,087 -51%
BWAM
731
Boyd Watterson Asset Management
Ohio
$1.77M -$6.94K -155 -0.4%
CC
732
Carlson Capital
Texas
$1.77M +$1.23M +27,500 +183%
CIA
733
Choate Investment Advisors
Massachusetts
$1.76M -$119K -2,657 -6%
AI
734
Atom Investors
Texas
$1.76M +$1.65M +36,849 +664%
IGAM
735
iA Global Asset Management
Quebec, Canada
$1.76M -$3.23M -72,216 -63%
PI
736
Pettee Investors
Connecticut
$1.75M -$1.18M -26,352 -38%
TCOV
737
Trust Company of Vermont
Vermont
$1.75M -$394K -8,803 -17%
VSQM
738
V-Square Quantitative Management
Illinois
$1.75M -$8.64K -193 -0.5%
BOC
739
Barbara Oil Co
Illinois
$1.74M
CRI
740
Commonwealth Retirement Investments
Virginia
$1.74M +$1.88M +41,946 New
CRIG
741
Charter Research & Investment Group
Connecticut
$1.74M -$32.9K -735 -2%
FRA
742
Frank Rimerman Advisors
California
$1.74M +$1.87M +41,707 +37,238%
NFC
743
Northeast Financial Consultants
Connecticut
$1.74M -$160K -3,575 -8%
PA
744
Profund Advisors
Maryland
$1.74M -$29K -648 -2%
PIA
745
Petredis Investment Advisors
Pennsylvania
$1.73M -$25.4K -567 -1%
FAM
746
Fred Alger Management
New York
$1.72M +$167K +3,726 +10%
FHA
747
Flagship Harbor Advisors
Massachusetts
$1.71M +$316K +7,052 +21%
EI
748
EDMP Inc
Florida
$1.71M -$95.9K -2,143 -5%
CCP
749
Clarkston Capital Partners
Michigan
$1.7M
SXL
750
Summit X LLC
Missouri
$1.7M +$151K +3,365 +9%