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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
MFG
926
MidWestOne Financial Group
Iowa
$1.16M +$225K +5,034 +22%
FNBTCON
927
First National Bank & Trust Co of Newtown
Pennsylvania
$1.15M -$107K -2,400 -8%
NSIM
928
North Star Investment Management
Illinois
$1.15M -$39K -871 -3%
FWM
929
Finer Wealth Management
Massachusetts
$1.15M -$632K -14,129 -34%
ATC
930
Adirondack Trust Company
New York
$1.14M -$14.1K -314 -1%
JC
931
Jacobs & Co
California
$1.13M -$4.52M -101,039 -79%
WANY
932
Wealthspire Advisors (New York)
New York
$1.13M -$65.5K -1,464 -5%
SIG
933
Stonegate Investment Group
Alabama
$1.13M -$65.1K -1,454 -5%
PTC
934
Philadelphia Trust Company
Pennsylvania
$1.12M -$116K -2,597 -9%
III
935
Independent Investors Inc
New York
$1.12M
LTAS
936
Linden Thomas Advisory Services
North Carolina
$1.12M -$701K -15,660 -37%
NRG
937
Nemes Rush Group
Michigan
$1.11M +$805 +18 +0.1%
BBA
938
BLB&B Advisors
Pennsylvania
$1.1M -$149K -3,338 -11%
CW
939
CreativeOne Wealth
Kansas
$1.1M -$94.7K -2,116 -7%
JIM
940
Jensen Investment Management
Oregon
$1.1M
LJAC
941
L.J. Altfest & Co
New York
$1.09M -$3.71K -83 -0.3%
TTWM
942
TCV Trust & Wealth Management
Virginia
$1.09M -$10K -224 -0.8%
FMWA
943
Forvis Mazars Wealth Advisors
Missouri
$1.09M +$20.8K +465 +2%
CV
944
Counterweight Ventures
North Carolina
$1.08M +$88.2K +1,971 +8%
GP
945
Girard Partners
Pennsylvania
$1.08M -$116K -2,592 -9%
ACM
946
Ardent Capital Management
Ohio
$1.08M
PHS
947
Pekin Hardy Strauss
Illinois
$1.08M -$370K -8,274 -24%
BFIM
948
Beese Fulmer Investment Management
Ohio
$1.08M -$57.6K -1,288 -5%
CIA
949
Concurrent Investment Advisors
Florida
$1.08M -$44.5K -994 -4%
GSB
950
Greenfield Savings Bank
Massachusetts
$1.08M -$29.1K -651 -2%