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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
RPSA
826
Richard P. Slaughter Associates
Texas
$1.44M +$181K +4,047 +13%
HA
827
Herold Advisors
New York
$1.43M +$68.4K +1,529 +5%
MC
828
Machina Capital
France
$1.42M +$241K +5,385 +19%
HIM
829
Harbour Investment Management
Washington
$1.42M +$40.9K +915 +3%
RI
830
Ridgewood Investments
New Jersey
$1.42M +$130K +2,911 +9%
BCM
831
Beddow Capital Management
Wyoming
$1.41M +$62.6K +1,400 +4%
AFCM
832
Applied Finance Capital Management
Puerto Rico
$1.4M +$1.51M +33,796 New
VT
833
Vise Technologies
New York
$1.4M -$242K -5,410 -14%
CIC
834
Carnegie Investment Counsel
Ohio
$1.39M -$846K -18,907 -36%
AMI
835
Amica Mutual Insurance
Rhode Island
$1.39M -$765K -17,093 -34%
NAM
836
NTV Asset Management
West Virginia
$1.39M -$10.7K -239 -0.7%
KS
837
Karpas Strategies
Connecticut
$1.38M +$761 +17 +0.1%
SGCA
838
Steel Grove Capital Advisors
Tennessee
$1.38M -$200K -4,477 -12%
SBIA
839
Sheaff Brock Investment Advisors
Indiana
$1.38M -$35.6K -795 -2%
PCIA
840
Prime Capital Investment Advisors
Kansas
$1.38M -$579K -12,949 -28%
SLT
841
St Louis Trust
Missouri
$1.38M
CA
842
Corrado Advisors
New Jersey
$1.38M -$58.4K -1,305 -4%
MNBTD
843
Moody National Bank Trust Division
Texas
$1.38M +$22.9K +511 +2%
TW
844
TritonPoint Wealth
Maryland
$1.37M -$1.41M -31,518 -49%
PAM
845
Paradigm Asset Management
New York
$1.37M -$573K -12,800 -28%
PS
846
Pensionfund Sabic
Netherlands
$1.37M
TBA
847
Tower Bridge Advisors
Pennsylvania
$1.37M -$330K -7,385 -18%
KWM
848
Kingsview Wealth Management
Oregon
$1.36M -$6.4M -142,928 -81%
HI
849
Horizon Investments
North Carolina
$1.35M -$17K -380 -1%
FWTB
850
First Western Trust Bank
Colorado
$1.35M -$33.2K -743 -2%