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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
CA
1651
Commerzbank Aktiengesellschaft
Germany
$275K +$24.7K +551 +9%
V
1652
VeraBank
Texas
$274K
FPGT
1653
Financial Partners Group (Tennessee)
Tennessee
$274K
LAM
1654
Lewis Asset Management
California
$272K +$67.3K +1,503 +30%
FFO
1655
Fortitude Family Office
Arizona
$272K
WPP
1656
Whalerock Point Partners
Rhode Island
$271K -$237K -5,300 -45%
BHCM
1657
Brevan Howard Capital Management
Jersey
$271K +$292K +6,527 New
HGERS
1658
Householder Group Estate & Retirement Specialist
Arizona
$271K -$55.4K -1,238 -16%
EWA
1659
EverSource Wealth Advisors
Alabama
$271K +$31.5K +703 +14%
RCI
1660
RS Crum Inc
California
$270K
CCAL
1661
City Center Advisors LLC
Michigan
$270K
KWS
1662
Keystone Wealth Services
California
$270K +$313 +7 +0.1%
CSC
1663
Caldwell Sutter Capital
California
$269K -$18.9K -423 -6%
MPWT
1664
MassMutual Private Wealth & Trust
Connecticut
$268K +$10.1K +226 +4%
VCP
1665
Verus Capital Partners
Arizona
$268K -$51.3K -1,147 -15%
FB
1666
First Bancorp
Maine
$267K +$22.4K +500 +8%
WIM
1667
WealthPlan Investment Management
Nebraska
$267K -$13.4K -300 -4%
AC
1668
Apella Capital
Connecticut
$265K +$12.2K +272 +4%
HB
1669
HTLF Bank
Colorado
$265K -$16.4K -366 -5%
CIG
1670
Cascade Investment Group
Colorado
$264K +$285K +6,364 New
NECFA
1671
New England Capital Financial Advisors
Connecticut
$264K +$626 +14 +0.2%
NAS
1672
NWF Advisory Services
California
$263K -$24.8K -554 -8%
WP
1673
WMS Partners
Maryland
$263K +$37.8K +844 +15%
C
1674
Covestor
United Kingdom
$263K +$35K +783 +14%
HR
1675
Hardy Reed
Mississippi
$263K +$283K +6,330 New