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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
A
751
AlphaQuest
New York
$1.7M +$1.82M +40,742 +29,957%
SFO
752
Stokes Family Office
Louisiana
$1.7M -$15.9K -356 -0.9%
BG
753
BDF Gestion
France
$1.69M +$1.82M +40,742 New
CCT
754
Chemung Canal Trust
New York
$1.68M -$24.3K -542 -1%
BHWM
755
Bar Harbor Wealth Management
New Hampshire
$1.68M -$85.1K -1,901 -4%
CT
756
Caldwell Trust
Florida
$1.68M -$33.1K -740 -2%
DCM
757
Donaldson Capital Management
Indiana
$1.68M -$26.8M -599,458 -94%
PWM
758
Perigon Wealth Management
California
$1.68M -$78.3K -1,751 -4%
BBWA
759
Bell & Brown Wealth Advisors
California
$1.67M +$162K +3,626 +10%
APF
760
Alaska Permanent Fund
Alaska
$1.66M -$4.12M -92,024 -72%
QFA
761
Quattro Financial Advisors
Texas
$1.66M -$224K -5,000 -11%
BCI
762
Brinker Capital Investments
Pennsylvania
$1.65M -$159K -3,543 -8%
OPS
763
Orion Portfolio Solutions
Nebraska
$1.65M -$159K -3,543 -8%
LCM
764
Logan Capital Management
Pennsylvania
$1.65M -$241K -5,382 -12%
EWM
765
Evercore Wealth Management
New York
$1.64M -$546K -12,211 -24%
SJL
766
Shayne & Jacobs LLC
Tennessee
$1.64M +$1.32M +29,573 +300%
EWA
767
EP Wealth Advisors
California
$1.64M -$356K -7,961 -17%
OPA
768
Old Port Advisors
Maine
$1.63M -$5.73K -128 -0.3%
AA
769
AlphaMark Advisors
Kentucky
$1.63M +$746K +16,661 +74%
KCM
770
Kanawha Capital Management
Virginia
$1.62M -$526K -11,745 -23%
CFB
771
Cullen/Frost Bankers
Texas
$1.62M -$5.6M -125,153 -76%
HIC
772
Holderness Investments Company
North Carolina
$1.62M -$245K -5,484 -12%
BFA
773
Bragg Financial Advisors
North Carolina
$1.62M -$74K -1,653 -4%
LG
774
LaFleur & Godfrey
Michigan
$1.61M -$566K -12,648 -25%
FPAS
775
Focus Partners Advisor Solutions
Missouri
$1.61M +$24.8K +555 +1%