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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
CCP
776
Clarkston Capital Partners
Michigan
$2.22M
AA
777
Ancora Advisors
Ohio
$2.22M +$186K +3,654 +10%
SSWM
778
Sheets Smith Wealth Management
North Carolina
$2.22M -$1.08M -21,107 -34%
Connor, Clark & Lunn Investment Management (CC&L)
779
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.22M -$74.4M -1,461,160 -97%
WJWM
780
Williams Jones Wealth Management
New York
$2.21M -$3.44M -67,462 -62%
BCP
781
Berkeley Capital Partners
Georgia
$2.21M +$945K +18,546 +84%
CA
782
CGN Advisors
Kansas
$2.21M +$597K +11,715 +40%
PFS
783
Prospera Financial Services
Texas
$2.21M +$636K +12,483 +44%
PTC
784
Private Trust Company
Ohio
$2.2M -$99.4K -1,951 -5%
BFA
785
Bragg Financial Advisors
North Carolina
$2.2M -$73.4K -1,440 -3%
CW
786
Connectus Wealth
Ohio
$2.2M +$748K +14,693 +57%
JWBC
787
J.W. Burns & Co
New York
$2.19M -$648K -12,714 -24%
TBA
788
Tower Bridge Advisors
Pennsylvania
$2.18M -$60.7K -1,192 -3%
RG
789
Rathbones Group
United Kingdom
$2.18M -$183K -3,598 -8%
IAIM
790
International Assets Investment Management
Florida
$2.17M +$746K +14,639 +56%
SAM
791
Selway Asset Management
$2.17M -$56K -1,100 -3%
ISB
792
Iowa State Bank
Iowa
$2.17M -$938K -18,411 -32%
WI
793
Wahed Invest
New York
$2.16M +$276K +5,421 +16%
PAM
794
Peak Asset Management
Colorado
$2.16M -$690K -13,554 -25%
WI
795
Wintrust Investments
Illinois
$2.15M +$179K +3,515 +10%
OPA
796
Old Port Advisors
Maine
$2.14M +$21.3K +419 +1%
LWP
797
LMG Wealth Partners
Louisiana
$2.13M +$17.8K +349 +0.9%
VT
798
Vise Technologies
New York
$2.12M +$309K +6,066 +18%
WA
799
Wealth Alliance
New York
$2.12M +$657K +12,889 +49%
EFM
800
Eley Financial Management
Vermont
$2.12M +$83.5K +1,639 +4%