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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
KA
901
Kovack Advisors
Florida
$1.65M +$380K +7,464 +32%
BAM
902
Boyar Asset Management
New York
$1.65M +$66.7K +1,309 +4%
FM
903
Foster & Motley
Ohio
$1.65M -$192K -3,773 -11%
CBC
904
Coombe, Bender & Co
New York
$1.64M +$169K +3,310 +12%
FNBTCON
905
First National Bank & Trust Co of Newtown
Pennsylvania
$1.63M -$7.74K -152 -0.5%
MCM
906
Mork Capital Management
California
$1.63M
HDIM
907
Hanson & Doremus Investment Management
Vermont
$1.63M -$173K -3,389 -10%
MIG
908
McGuire Investment Group
Rhode Island
$1.62M -$2.41M -47,246 -61%
BBA
909
BLB&B Advisors
Pennsylvania
$1.62M -$53.6K -1,053 -3%
SGI
910
Summit Global Investments
Utah
$1.62M -$418K -8,205 -22%
HP
911
Hikari Power
Japan
$1.62M -$380K -7,460 -20%
PTC
912
Philadelphia Trust Company
Pennsylvania
$1.61M -$25.5K -500 -2%
MVA
913
Mount Vernon Associates
Maryland
$1.61M +$7.08K +139 +0.5%
SWA
914
SFMG Wealth Advisors
Texas
$1.6M -$87.9K -1,725 -6%
JWM
915
Jeppson Wealth Management
California
$1.59M -$6.88K -135 -0.5%
RSVP
916
Ramsay Stattman Vela & Price
Colorado
$1.58M
CIA
917
Cladis Investment Advisory
Montana
$1.58M +$17.8K +350 +1%
LAM
918
Lakewood Asset Management
Illinois
$1.58M +$140K +2,744 +10%
OC
919
Oarsman Capital
Wisconsin
$1.57M +$51.6K +1,012 +4%
HCM
920
Harvey Capital Management
Florida
$1.57M -$8.86K -174 -0.6%
SLA
921
Silver Lake Advisory
Utah
$1.57M +$6.32K +124 +0.4%
VIP
922
Vista Investment Partners
Oklahoma
$1.57M -$36.9K -724 -2%
MC
923
Machina Capital
France
$1.56M +$913K +17,917 +164%
CG
924
Caprock Group
Idaho
$1.56M +$207K +4,063 +16%
PWA
925
Providence Wealth Advisors
Illinois
$1.56M +$1.2M +23,579 +398%