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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
SC
876
SouthState Corp
Florida
$1.74M +$66.1K +1,297 +4%
AI
877
Arvest Investments
Arkansas
$1.73M -$276K -5,413 -14%
TCBWMS
878
Texas Capital Bank Wealth Management Services
Texas
$1.73M -$255 -5 -0%
LF
879
Longbow Finance
Switzerland
$1.73M +$1.63M +31,905 New
TCWM
880
Total Clarity Wealth Management
Illinois
$1.72M -$218K -4,277 -12%
TRCT
881
Tower Research Capital (TRC)
New York
$1.72M -$12.6M -246,564 -89%
PT
882
Plimoth Trust
Massachusetts
$1.72M -$23.4K -460 -1%
MFG
883
Merit Financial Group
Georgia
$1.72M +$967K +18,988 +95%
EFS
884
Essex Financial Services
Connecticut
$1.71M -$106K -2,082 -6%
IFWM
885
Institute for Wealth Management
Colorado
$1.71M +$77.5K +1,522 +5%
PL
886
Perpetual Ltd
Australia
$1.71M +$625K +12,266 +64%
DILIC
887
Dai-ichi Life Insurance Company
Japan
$1.69M -$373K -7,331 -19%
QI
888
Qtron Investments
Massachusetts
$1.69M +$533K +10,469 +50%
RI
889
Ridgewood Investments
New Jersey
$1.69M +$75.5K +1,483 +5%
MGIA
890
Moneta Group Investment Advisors
Missouri
$1.68M +$663K +13,011 +72%
Capstone Investment Advisors
891
Capstone Investment Advisors
New York
$1.68M -$16.4M -321,271 -91%
LIM
892
Longfellow Investment Management
Massachusetts
$1.68M +$311K +6,107 +25%
PVM
893
Palogic Value Management
Texas
$1.68M +$29.2K +573 +2%
CCG
894
Ceeto Capital Group
Florida
$1.68M +$96.8K +1,900 +7%
PWLP
895
Prio Wealth Limited Partnership
Massachusetts
$1.67M -$58.8K -1,154 -4%
EB
896
Exchange Bank
California
$1.67M -$15.1K -296 -1%
HFM
897
Hartford Financial Management
Connecticut
$1.67M -$507K -9,952 -24%
OPW
898
Oxler Private Wealth
New York
$1.66M +$1.15M +22,627 +286%
RPSA
899
Richard P. Slaughter Associates
Texas
$1.65M +$56.1K +1,102 +4%
JWCA
900
J.W. Cole Advisors
Florida
$1.65M -$61.2K -1,202 -4%