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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
CCMG
1601
Clark Capital Management Group
Pennsylvania
$422K -$282K -5,535 -42%
HGERS
1602
Householder Group Estate & Retirement Specialist
Arizona
$422K -$2.19K -43 -0.5%
KFA
1603
Kelleher Financial Advisors
New York
$422K +$48.4K +950 +14%
TBNY
1604
Trustco Bank (New York)
New York
$422K -$17.8K -350 -4%
CRI
1605
Colonial River Investments
Virginia
$421K -$61.7K -1,211 -13%
IAMOG
1606
Investors Asset Management of Georgia
Georgia
$420K +$73.6K +1,445 +23%
FMLI
1607
Fukoku Mutual Life Insurance
Japan
$418K -$90.4K -1,774 -19%
AF
1608
Apexium Financial
Texas
$418K -$261K -5,130 -40%
FWP
1609
FAS Wealth Partners
Kansas
$418K -$14.5K -285 -4%
RWA
1610
River Wealth Advisors
Pennsylvania
$416K +$170K +3,346 +77%
SAA
1611
Southeast Asset Advisors
Georgia
$416K -$2.44K -48 -0.6%
TCM
1612
Traynor Capital Management
Pennsylvania
$416K +$10.5K +207 +3%
CWM
1613
Compass Wealth Management
Connecticut
$416K -$278K -5,460 -42%
VCP
1614
Verus Capital Partners
Arizona
$412K +$43.9K +861 +13%
WIC
1615
Wilkins Investment Counsel
Massachusetts
$410K +$385K +7,566 New
PSFG
1616
Prairie Sky Financial Group
Illinois
$410K -$30.7K -603 -7%
PCM
1617
Perritt Capital Management
Illinois
$409K +$14.4K +283 +4%
BOPW
1618
Brandywine Oak Private Wealth
Pennsylvania
$409K
MP
1619
McDonald Partners
Ohio
$409K +$3.36K +66 +0.9%
OC
1620
Oakworth Capital
Alabama
$408K -$93.9K -1,843 -20%
SWM
1621
Selective Wealth Management
Virginia
$405K -$10.2K -200 -2%
BSC
1622
Brown Shipley & Co
United Kingdom
$402K -$2.85K -56 -0.7%
WSCM
1623
Wellington Shields Capital Management
New York
$401K -$60.7K -1,191 -14%
YC
1624
Yarbrough Capital
Tennessee
$401K
MA
1625
MCF Advisors
Kentucky
$401K -$8.66K -170 -2%