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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
PP
1026
Pingora Partners
Wyoming
$923K -$35.8K -800 -3%
HFM
1027
Hartford Financial Management
Connecticut
$923K -$381K -8,525 -28%
BTI
1028
Blue Trust Inc
Georgia
$922K +$146K +3,263 +24%
AC
1029
AlphaCore Capital
California
$921K -$91.1K -2,036 -8%
MCM
1030
Manchester Capital Management
Vermont
$921K -$16.9K -377 -2%
NW
1031
Naviter Wealth
Arkansas
$919K -$71.5K -1,598 -7%
HCM
1032
Howland Capital Management
Massachusetts
$910K -$135K -3,011 -12%
HIA
1033
Harbor Investment Advisory
Maryland
$910K -$18.7K -419 -2%
CFCI
1034
Comprehensive Financial Consultants Institutional
Indiana
$908K +$164K +3,655 +20%
DJSG
1035
D.J. St. Germain
Massachusetts
$902K -$50.2K -1,122 -5%
PWMG
1036
Prestige Wealth Management Group
New Jersey
$901K +$44.5K +995 +5%
MSAM
1037
Moloney Securities Asset Management
Missouri
$901K -$123K -2,757 -11%
FTDI
1038
First Trust Direct Indexing
Massachusetts
$897K -$32.4K -723 -3%
CCG
1039
Chatham Capital Group
Georgia
$897K
TCMG
1040
TSP Capital Management Group
New Jersey
$897K -$311K -6,958 -24%
NCM
1041
NCM Capital Management
New Jersey
$897K +$300K +6,700 +45%
MIG
1042
McGuire Investment Group
Rhode Island
$895K -$374K -8,356 -28%
NB
1043
Nicolet Bankshares
Wisconsin
$895K -$62.1K -1,388 -6%
AIP
1044
ARS Investment Partners
New York
$895K -$47.5K -1,062 -5%
BFA
1045
Beacon Financial Advisory
Ohio
$891K +$167K +3,723 +21%
SIG
1046
Sky Investment Group
Connecticut
$889K -$16.6K -371 -2%
BTC
1047
Bank & Trust Company
Illinois
$888K +$957K +21,390 New
CI
1048
Cigna Investments
Connecticut
$888K -$6.49K -145 -0.7%
BLC
1049
Brown, Lisle/Cummings
Rhode Island
$885K +$63.2K +1,413 +7%
KWM
1050
Keebeck Wealth Management
Illinois
$884K +$444K +9,928 +87%