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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
CGL
1576
Clarius Group LLC
Washington
$443K -$239K -4,691 -36%
EBA
1577
Eagle Bay Advisors
New York
$443K +$21.6K +425 +5%
SIAG
1578
Signet Investment Advisory Group
Rhode Island
$443K -$255 -5 -0.1%
SWM
1579
Sterling Wealth Management
Illinois
$443K +$171K +3,347 +69%
AFM
1580
Armstrong Fleming & Moore
District of Columbia
$442K
BHPW
1581
Beverly Hills Private Wealth
California
$441K -$53K -1,041 -11%
FTWA
1582
Fifth Third Wealth Advisors
Ohio
$439K +$130K +2,547 +46%
GWI
1583
Grace & White Inc
New York
$438K
WAM
1584
WNY Asset Management
New York
$437K +$1.99K +39 +0.5%
LA
1585
Lynch & Associates
Indiana
$437K -$63.7K -1,250 -13%
BW
1586
Bison Wealth
Georgia
$437K +$15.4K +303 +4%
HNB
1587
Hilltop National Bank
Wyoming
$436K +$409K +8,033 New
MA
1588
MBA Advisors
Pennsylvania
$434K +$917 +18 +0.2%
MAM
1589
Morse Asset Management
Connecticut
$434K
BMC
1590
Benin Management Corp
Connecticut
$434K -$21.2K -417 -5%
LIA
1591
LBMC Investment Advisors
Tennessee
$433K +$31.5K +618 +8%
SAM
1592
Summit Asset Management
Tennessee
$431K -$28.3K -555 -7%
KAS
1593
KPP Advisory Services
Kentucky
$430K -$26.8K -527 -6%
CFS
1594
Commonwealth Financial Services
West Virginia
$428K
WFS
1595
Widmann Financial Services
Maryland
$427K -$10.2K -200 -2%
MFG
1596
MTM Financial Group
Pennsylvania
$424K
AAG
1597
Armstrong Advisory Group
Massachusetts
$424K
SPA
1598
Sherbrooke Park Advisers
New York
$424K -$259K -5,093 -39%
VCWA
1599
Vanguard Capital Wealth Advisors
Colorado
$423K -$25.5K -500 -6%
OCPWS
1600
One Charles Private Wealth Services
Massachusetts
$423K -$45.7K -897 -10%