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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
HDIM
1001
Hanson & Doremus Investment Management
Vermont
$969K -$298K -6,652 -22%
CA
1002
Claro Advisors
Massachusetts
$964K +$63.9K +1,429 +7%
LCM
1003
Lazari Capital Management
California
$962K -$68.7K -1,535 -6%
WB
1004
Webster Bank
Connecticut
$959K -$117K -2,608 -10%
KIA
1005
KCM Investment Advisors
California
$954K -$106K -2,375 -9%
PL
1006
Perpetual Ltd
Australia
$954K -$385K -8,600 -27%
PAA
1007
Peregrine Asset Advisers
Oregon
$954K +$327K +7,310 +47%
WBC
1008
Westpac Banking Corp
Australia
$943K -$4.42M -98,680 -81%
MIM
1009
Morningstar Investment Management
Illinois
$942K +$32K +716 +3%
IIL
1010
Insight Inv LLC
California
$942K -$94K -2,100 -8%
TT
1011
TI-Trust
Illinois
$940K
SCM
1012
Stonebridge Capital Management
California
$938K
DWT
1013
Dorsey & Whitney Trust
South Dakota
$938K -$174K -3,888 -15%
LAIC
1014
Lederer & Associates Investment Counsel
California
$937K -$86K -1,922 -8%
CFA
1015
Capstone Financial Advisors
Illinois
$933K +$14.3K +319 +1%
KB
1016
Kimelman & Baird
New York
$932K +$1M +22,432 New
BC
1017
Bridgefront Capital
Texas
$931K +$1M +22,428 New
SC
1018
Schulhoff & Co
Ohio
$931K -$22.4K -500 -2%
ETC
1019
Exchange Traded Concepts
Oklahoma
$930K -$8.28K -185 -0.8%
LIM
1020
Leavell Investment Management
Alabama
$929K -$166K -3,700 -14%
MWM
1021
Mission Wealth Management
California
$928K -$940 -21 -0.1%
LFAS
1022
Level Four Advisory Services
Texas
$927K -$182K -4,070 -15%
PFSC
1023
Peoples Financial Services Corp
Pennsylvania
$925K -$14.8K -331 -1%
DWMS
1024
Dominguez Wealth Management Solutions
Virginia
$924K +$55.9K +1,250 +6%
SLI
1025
Sumitomo Life Insurance
Japan
$923K -$122K -2,735 -11%