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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
HAM
776
Hedges Asset Management
Nevada
$1.6M +$656K +14,650 +61%
BFS
777
Bradley Foster & Sargent
Connecticut
$1.59M -$1.04M -23,212 -38%
LNWWM
778
Laird Norton Wetherby Wealth Management
California
$1.59M -$578K -12,911 -25%
AA
779
Ancora Advisors
Ohio
$1.59M -$117K -2,622 -6%
RFA
780
RTD Financial Advisors
Pennsylvania
$1.58M +$1.7M +38,031 New
PAM
781
Peak Asset Management
Colorado
$1.58M -$77.9K -1,740 -4%
BFG
782
Bleakley Financial Group
New Jersey
$1.58M -$1.14M -25,392 -40%
SW
783
Simplicity Wealth
New Jersey
$1.57M -$1.13M -25,311 -40%
RG
784
Rathbones Group
United Kingdom
$1.57M -$103K -2,297 -6%
OQS
785
Occudo Quantitative Strategies
Florida
$1.57M +$1.69M +37,843 New
EFM
786
Eley Financial Management
Vermont
$1.57M -$55.5K -1,241 -3%
DWA
787
Douglass Winthrop Advisors
New York
$1.56M -$195K -4,364 -10%
SIC
788
Sigma Investment Counselors
Michigan
$1.56M -$1.42M -31,702 -46%
ISB
789
Iowa State Bank
Iowa
$1.56M -$108K -2,424 -6%
PTC
790
Private Trust Company
Ohio
$1.56M -$142K -3,173 -8%
HBT
791
Hills Bank & Trust
Iowa
$1.56M -$11.8K -264 -0.7%
CCIA
792
Campbell & Co Investment Adviser
Maryland
$1.55M +$1.09M +24,403 +188%
TG
793
TCW Group
California
$1.55M +$16.7K +374 +1%
WIA
794
World Investment Advisors
California
$1.54M +$1.51M +33,794 +1,006%
MGIA
795
Moneta Group Investment Advisors
Missouri
$1.54M +$272K +6,075 +20%
SAM
796
Selway Asset Management
$1.53M -$136K -3,035 -8%
FFA
797
Farther Finance Advisors
California
$1.53M +$34.5K +772 +2%
MIM
798
Marco Investment Management
Georgia
$1.53M +$2.24K +50 +0.1%
LBC
799
Lowe Brockenbrough & Co
Virginia
$1.53M -$18.8K -420 -1%
PWM
800
Partnership Wealth Management
Maryland
$1.52M -$442K -9,888 -21%