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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
CCB
1101
Cutter & Co Brokerage
Missouri
$798K +$20.6K +460 +2%
EWM
1102
Empirical Wealth Management
Washington
$796K +$209K +4,669 +32%
GFS
1103
GYL Financial Synergies
Connecticut
$793K -$163K -3,636 -16%
AFG
1104
Allegheny Financial Group
Pennsylvania
$793K -$19.4K -434 -2%
PCA
1105
Pallas Capital Advisors
Massachusetts
$789K +$427K +9,536 +105%
CPIG
1106
Chicago Partners Investment Group
Illinois
$788K -$8.23K -184 -1%
SS
1107
Sunbelt Securities
Texas
$787K +$397K +8,863 +88%
RA
1108
RFG Advisory
Alabama
$786K -$148K -3,317 -15%
ACM
1109
Adalta Capital Management
New York
$784K
FCCM
1110
First City Capital Management
Georgia
$782K -$354K -7,907 -30%
JWCA
1111
J.W. Coons Advisors
Ohio
$782K -$112K -2,500 -12%
CFG
1112
Cooper Financial Group
California
$779K -$144K -3,228 -15%
N
1113
Numerai
California
$777K +$837K +18,716 New
CPBTD
1114
Central Pacific Bank - Trust Division
Hawaii
$774K +$48.1K +1,074 +6%
BFWA
1115
Benchmark Financial Wealth Advisors
Florida
$773K +$93.5K +2,089 +13%
FRM
1116
Fox Run Management
Connecticut
$773K +$833K +18,609 New
QI
1117
Qtron Investments
Massachusetts
$772K -$567K -12,668 -41%
PRC
1118
Pearl River Capital
Michigan
$764K +$823K +18,395 New
BIG
1119
Brooklyn Investment Group
New York
$762K
NFG
1120
Norris Financial Group
South Carolina
$762K +$388K +8,671 +90%
HAIM
1121
Hunter Associates Investment Management
Pennsylvania
$759K -$2.32M -51,857 -74%
BJL
1122
Brighton Jones LLC
Washington
$755K -$42.4K -947 -5%
PAM
1123
Palisade Asset Management
Minnesota
$752K -$65.1K -1,454 -7%
AIA
1124
Affinity Investment Advisors
California
$751K -$6.62K -148 -0.8%
SL
1125
Sentry LLC
Tennessee
$749K -$4.52K -101 -0.6%