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Bristol-Myers Squibb

2,331 hedge funds and large institutions have $84.5B invested in Bristol-Myers Squibb in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 934 increasing their positions, 967 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.23B

4% more capital invested

Capital invested by funds: $81.1B → $84.5B (+$3.44B)

0.56% less ownership

Funds ownership: 77.65%77.09% (-0.56%)

3% less first-time investments, than exits

New positions opened: 172 | Existing positions closed: 178

3% less repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 967

1% less funds holding

Funds holding: 2,3632,331 (-32)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
2,331
Holders Change
-32
Holders Change %
-1.35%
% of All Funds
33.58%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
172
Increased
934
Reduced
967
Closed
178
Calls
$1.56B
Puts
$1.23B
Net Calls
+$326M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Change in
Stake
CSA
1551
Cottage Street Advisors
Massachusetts
$470K -$4.74K -93 -1%
BAM
1552
Bellevue Asset Management
Washington
$469K -$18.8K -370 -4%
PIA
1553
Powell Investment Advisors
Florida
$469K
MC
1554
Mirabaud & Cie
Switzerland
$467K
EL
1555
Essex LLC
Illinois
$467K -$36.4K -715 -8%
LMKC
1556
L.M. Kohn & Company
Ohio
$467K +$75K +1,473 +21%
DWM
1557
Drive Wealth Management
Utah
$465K +$16.9K +332 +4%
CB
1558
CNB Bank
Pennsylvania
$465K -$21.9K -430 -5%
EWM
1559
EPG Wealth Management
Georgia
$464K +$10.1K +199 +2%
WPC
1560
Wedmont Private Capital
Pennsylvania
$462K -$36.5K -716 -7%
OAM
1561
Occidental Asset Management
California
$461K -$70.3K -1,380 -14%
AIM
1562
Arcadia Investment Management
Michigan
$460K -$1.56M -30,637 -78%
HT
1563
Heritage Trust
Oklahoma
$460K -$96.7K -1,898 -18%
MMHP
1564
Murphy Middleton Hinkle & Parker
Georgia
$460K -$9.12K -179 -2%
AIM
1565
Aspen Investment Management
Michigan
$459K -$18.2K -357 -4%
VWA
1566
Visionary Wealth Advisors
Illinois
$458K +$29.6K +581 +7%
CBTWT
1567
Community Bank & Trust (Waco, Texas)
Texas
$454K
EGM
1568
Engineers Gate Manager
New York
$453K -$2.27M -44,623 -84%
SF
1569
Summit Financial
New Jersey
$451K +$35K +688 +9%
NBT
1570
Northwest Bank & Trust
Iowa
$450K +$5.71K +112 +1%
BWP
1571
BSW Wealth Partners
Colorado
$447K -$33K -648 -7%
CJ
1572
Caitlin John
Michigan
$447K +$32.8K +644 +8%
FIC
1573
FCG Investment Company
Tennessee
$445K +$418K +8,212 New
SFS
1574
Sharp Financial Services
Pennsylvania
$445K +$186K +3,650 +80%
AC
1575
ASB Consultores
Florida
$445K +$418K +8,200 New