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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
SWIM
1626
Smallwood Wealth Investment Management
New Jersey
$400K +$50.9K +1,000 +16%
GC
1627
Gratus Capital
Georgia
$399K +$28.5K +559 +8%
HTIM
1628
Harbour Trust & Investment Management
Indiana
$398K -$16.1K -317 -4%
BFC
1629
Blue Fin Capital
Rhode Island
$396K -$29.2K -573 -7%
PP
1630
PDS Planning
Ohio
$396K +$37.8K +743 +11%
WAAG
1631
Wealth Alliance Advisory Group
Kansas
$396K -$1.12K -22 -0.3%
WTA
1632
Washington Trust Advisors
Massachusetts
$394K +$357 +7 +0.1%
BMCM
1633
Bryn Mawr Capital Management
Pennsylvania
$394K
GAM
1634
Gould Asset Management
California
$394K
RWM
1635
RKL Wealth Management
Pennsylvania
$394K -$1.75M -34,284 -83%
PWM
1636
Prentice Wealth Management
New York
$393K +$38.6K +757 +12%
RCG
1637
Regatta Capital Group
California
$393K +$14K +274 +4%
OA
1638
Operose Advisors
Wisconsin
$392K +$312K +6,125 +551%
HGWM
1639
Horst & Graben Wealth Management
Oregon
$392K +$2.96K +58 +0.8%
ADMI
1640
Albert D. Mason Inc
Massachusetts
$391K +$26.3K +517 +8%
NSCM
1641
New South Capital Management
Tennessee
$390K
HAS
1642
HBW Advisory Services
California
$389K
LI
1643
LMCG Investments
Massachusetts
$389K -$34.2K -672 -9%
SFI
1644
SPC Financial Inc
Maryland
$389K -$42.8K -840 -10%
BMA
1645
Brooks Moore & Associates
Tennessee
$388K
TAM
1646
Townsend Asset Management
North Carolina
$388K
MA
1647
MKT Advisors
California
$388K +$18.1K +355 +5%
CSI
1648
Cross Staff Investments
New York
$388K +$408 +8 +0.1%
CIA
1649
Cohen Investment Advisors
New Hampshire
$387K -$10.5K -207 -3%
AMG
1650
Advisors Management Group
Wisconsin
$386K -$19.9K -391 -5%