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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
NSCM
1601
New South Capital Management
Tennessee
$299K
ADMI
1602
Albert D. Mason Inc
Massachusetts
$298K -$1.57K -35 -0.5%
GAM
1603
Gould Asset Management
California
$298K -$4.47K -100 -1%
BMA
1604
Brooks Moore & Associates
Tennessee
$297K
CSI
1605
Cross Staff Investments
New York
$297K +$403 +9 +0.1%
TAM
1606
Townsend Asset Management
North Carolina
$297K
MA
1607
MKT Advisors
California
$297K -$19.9K -445 -6%
OFG
1608
Oxford Financial Group
Indiana
$296K +$8.23K +184 +3%
BWG
1609
Beta Wealth Group
California
$295K +$35.8K +799 +13%
MA
1610
MCF Advisors
Kentucky
$295K -$12.4K -278 -4%
LI
1611
LMCG Investments
Massachusetts
$295K -$2.77K -62 -0.9%
BCA
1612
Bay Colony Advisors
Massachusetts
$295K -$537K -11,998 -63%
WI
1613
WrapManager Inc
California
$295K -$126K -2,811 -28%
GC
1614
Gratus Capital
Georgia
$294K -$11.9K -266 -4%
ICM
1615
IMS Capital Management
Oregon
$294K -$89 -2 -0%
MFFIA
1616
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$293K +$316K +7,052 New
ONSWM
1617
Old North State Wealth Management
North Carolina
$293K +$18.7K +419 +6%
AC
1618
Avestar Capital
New York
$292K -$137K -3,065 -30%
BMCM
1619
Burns Matteson Capital Management
New York
$291K +$314K +7,009 New
AMG
1620
Advisors Management Group
Wisconsin
$291K -$5.28K -118 -2%
PWM
1621
Prentice Wealth Management
New York
$291K -$11.4K -254 -4%
OWA
1622
One Wealth Advisors
California
$289K -$124K -2,775 -31%
KFI
1623
Key Financial Inc
Pennsylvania
$288K
MWM
1624
Mosley Wealth Management
California
$288K +$32.7K +730 +12%
WKSWA
1625
White Knight Strategic Wealth Advisors
New Jersey
$288K +$310K +6,928 New