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Bristol-Myers Squibb

2,128 hedge funds and large institutions have $63.6B invested in Bristol-Myers Squibb in 2024 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 681 increasing their positions, 1,039 reducing their positions, and 320 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,128
Holders Change
-185
Holders Change %
-8%
% of All Funds
30.95%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
169
Increased
681
Reduced
1,039
Closed
320
Calls
$1.5B
Puts
$1.65B
Net Calls
-$145M
Net Calls Change
-$470M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
1076
Coldstream Capital Management
Washington
$823K -$14.5K -348 -2%
PCMK
1077
Paragon Capital Management (Kansas)
Kansas
$822K -$29.2K -704 -3%
CFMC
1078
Curbstone Financial Management Corp
New Hampshire
$822K -$65.2K -1,570 -7%
IB
1079
Intrust Bank
Kansas
$822K -$184K -4,419 -18%
WDA
1080
Wendell David Associates
New Hampshire
$819K
RMAM
1081
Raab & Moskowitz Asset Management
New Jersey
$813K -$24.3K -585 -3%
SWM
1082
Spire Wealth Management
Virginia
$812K -$12.8K -309 -2%
HL
1083
HeadInvest LLC
Maine
$807K +$44.5K +1,072 +6%
SFM
1084
Signet Financial Management
New Jersey
$806K -$13.7K -329 -2%
WQ
1085
Wealth Quarterback
New Jersey
$805K +$805K +19,383 New
YIA
1086
YHB Investment Advisors
Connecticut
$805K -$77.8K -1,874 -9%
KA
1087
Kovack Advisors
Florida
$802K -$464K -11,167 -37%
MMG
1088
Monetary Management Group
Missouri
$802K -$4.15K -100 -0.5%
UBV
1089
United Bank (Virginia)
Virginia
$801K -$1.25K -30 -0.2%
TPW
1090
Transatlantique Private Wealth
New York
$800K -$211K -5,124 -21%
EWA
1091
Exencial Wealth Advisors
Oklahoma
$799K -$36.5K -879 -4%
HVIA
1092
Hudson Valley Investment Advisors
New York
$799K +$72K +1,391 +10%
CCB
1093
Cutter & Co Brokerage
Missouri
$798K +$19.1K +460 +2%
EWM
1094
Empirical Wealth Management
Washington
$796K +$194K +4,669 +32%
GFS
1095
GYL Financial Synergies
Connecticut
$793K -$151K -3,636 -16%
AFG
1096
Allegheny Financial Group
Pennsylvania
$793K -$18K -434 -2%
PCA
1097
Pallas Capital Advisors
Massachusetts
$789K +$404K +9,536 +105%
CPIG
1098
Chicago Partners Investment Group
Illinois
$788K -$9.03K -184 -1%
SS
1099
Sunbelt Securities
Texas
$787K +$368K +8,863 +88%
RA
1100
RFG Advisory
Alabama
$786K -$138K -3,317 -15%