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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
DAS
876
Dynamic Advisor Solutions
Arizona
$1.28M -$161K -3,603 -10%
KFS
877
Keynote Financial Services
Connecticut
$1.28M +$132K +2,955 +11%
AI
878
Arvest Investments
Arkansas
$1.27M -$59.3K -1,326 -4%
KFP
879
KMG Fiduciary Partners
Ohio
$1.26M +$132K +2,944 +11%
PWA
880
Providence Wealth Advisors
Illinois
$1.26M +$24.7K +552 +2%
CL
881
CSS LLC
Illinois
$1.26M +$716K +16,000 +112%
LF
882
Longbow Finance
Switzerland
$1.26M -$74.2K -1,659 -5%
USCWA
883
U.S. Capital Wealth Advisors
Texas
$1.25M -$2.13M -47,641 -61%
SMC
884
Smith, Moore & Co
Missouri
$1.25M -$92.2K -2,060 -6%
SRL
885
Scientech Research LLC
New Jersey
$1.25M +$1.35M +30,081 New
BAM
886
Boyar Asset Management
New York
$1.25M -$15.7K -351 -1%
MCM
887
Mork Capital Management
California
$1.25M
SAM
888
Sectoral Asset Management
Quebec, Canada
$1.25M +$1.34M +30,000 New
PWLP
889
Prio Wealth Limited Partnership
Massachusetts
$1.24M -$38.3K -856 -3%
EB
890
Exchange Bank
California
$1.24M -$43.5K -972 -3%
CBC
891
Coombe, Bender & Co
New York
$1.24M -$15.6K -348 -1%
HP
892
Hikari Power
Japan
$1.24M
MVA
893
Mount Vernon Associates
Maryland
$1.24M +$7.16K +160 +0.5%
RCM
894
Raleigh Capital Management
North Carolina
$1.24M +$153K +3,426 +13%
CIA
895
Cladis Investment Advisory
Montana
$1.23M +$17.1K +383 +1%
FM
896
Foster & Motley
Ohio
$1.23M -$37.2K -831 -3%
MPI
897
Mairs & Power Inc
Minnesota
$1.22M -$766K -17,115 -37%
SLA
898
Silver Lake Advisory
Utah
$1.22M +$15.4K +344 +1%
MWM
899
Modera Wealth Management
New Jersey
$1.21M -$3.47M -77,625 -73%
HIA
900
Harvest Investment Advisors
Florida
$1.21M +$62.1K +1,387 +5%