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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
GLLW
1651
Graves Light Lenhart Wealth
Virginia
$386K -$9.42K -185 -3%
SF
1652
Symphony Financial
Texas
$385K -$191K -3,754 -35%
FFA
1653
Founders Financial Alliance
North Carolina
$385K +$14K +275 +4%
TLCM
1654
Twin Lakes Capital Management
California
$383K +$4.23K +83 +1%
FCP
1655
Fidelis Capital Partners
Florida
$383K +$12.2K +239 +4%
CAM
1656
Cozad Asset Management
Illinois
$383K -$43.6K -855 -11%
SWMG
1657
Sanchez Wealth Management Group
Florida
$382K
GWANC
1658
Guardian Wealth Advisors (North Carolina)
North Carolina
$382K +$33.7K +661 +10%
PWW
1659
Pettyjohn Wood & White
Virginia
$379K
PCM
1660
Princeton Capital Management
New Jersey
$379K -$34K -668 -9%
RWA
1661
Redhawk Wealth Advisors
Minnesota
$378K +$355K +6,976 New
EIP
1662
Ellis Investment Partners
Pennsylvania
$378K -$43K -845 -11%
KFI
1663
Key Financial Inc
Pennsylvania
$376K
OFG
1664
Oxford Financial Group
Indiana
$376K -$33.2K -652 -9%
AAM
1665
Aureus Asset Management
Massachusetts
$375K -$63.4K -1,244 -15%
AWM
1666
Aberdeen Wealth Management
Illinois
$375K
SWP
1667
Strategic Wealth Partners
Ohio
$375K -$49.6K -974 -12%
HBW
1668
Hazlett, Burt & Watson
West Virginia
$375K -$70.5K -1,384 -17%
AAS
1669
Annex Advisory Services
Wisconsin
$375K -$178K -3,493 -34%
CSC
1670
Caldwell Sutter Capital
California
$374K +$66.8K +1,311 +23%
BL
1671
Balentine LLC
Georgia
$374K -$329K -6,461 -48%
KWMG
1672
King Wealth Management Group
Florida
$374K +$14.1K +277 +4%
NAS
1673
NWF Advisory Services
California
$374K +$8.15K +160 +2%
TWA
1674
TCI Wealth Advisors
Arizona
$373K +$20.5K +402 +6%
MAM
1675
McLean Asset Management
Virginia
$373K -$10.4K -205 -3%