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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
EI
751
EDMP Inc
Florida
$2.35M +$3.01K +59 +0.1%
C
752
Certuity
Florida
$2.33M +$112K +2,205 +5%
LNC
753
Lincoln National Corp
Pennsylvania
$2.33M +$155K +3,052 +8%
DFG
754
Delta Financial Group
New Jersey
$2.33M +$119K +2,344 +6%
BWAM
755
Boyd Watterson Asset Management
Ohio
$2.32M -$39.5K -775 -2%
CRIG
756
Charter Research & Investment Group
Connecticut
$2.31M -$101K -1,975 -4%
LTAS
757
Linden Thomas Advisory Services
North Carolina
$2.31M +$141K +2,773 +7%
RB
758
Rodgers Brothers
Pennsylvania
$2.3M +$57.8K +1,135 +3%
PA
759
Profund Advisors
Maryland
$2.3M -$140K -2,751 -6%
BHWM
760
Bar Harbor Wealth Management
New Hampshire
$2.3M +$387K +7,592 +22%
VSQM
761
V-Square Quantitative Management
Illinois
$2.29M +$418K +8,211 +24%
PIA
762
Petredis Investment Advisors
Pennsylvania
$2.29M +$38.2K +749 +2%
SCA
763
Sippican Capital Advisors
Massachusetts
$2.29M +$160K +3,145 +8%
PWM
764
Perigon Wealth Management
California
$2.29M -$291K -5,720 -12%
DWA
765
Douglass Winthrop Advisors
New York
$2.28M -$250K -4,903 -10%
BOC
766
Barbara Oil Co
Illinois
$2.28M
FWM
767
Finer Wealth Management
Massachusetts
$2.27M -$288K -5,660 -12%
LAM
768
LECAP Asset Management
United Kingdom
$2.26M +$742K +14,572 +54%
AF
769
Arrow Financial
New York
$2.25M +$83.4K +1,637 +4%
FNBT
770
FineMark National Bank & Trust
Florida
$2.24M -$106K -2,079 -5%
SFO
771
Stokes Family Office
Louisiana
$2.24M +$39.8K +781 +2%
CT
772
Caldwell Trust
Florida
$2.23M -$113K -2,212 -5%
SF
773
Slagle Financial
Illinois
$2.23M -$657K -12,894 -24%
CCT
774
Chemung Canal Trust
New York
$2.22M +$81.7K +1,604 +4%
FP
775
Factorial Partners
New York
$2.22M -$50.9K -1,000 -2%