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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
CRWM
1676
Castle Rock Wealth Management
California
$372K +$5.96K +117 +1%
DAM
1677
Draper Asset Management
New York
$371K -$1.12K -22 -0.3%
IIM
1678
InTrack Investment Management
Vermont
$370K +$8.46K +166 +2%
SFA
1679
Souders Financial Advisors
Ohio
$370K +$348K +6,830 New
CC
1680
Cipher Capital
New York
$370K -$636K -12,484 -65%
CWP
1681
Concord Wealth Partners
Virginia
$369K -$1.21M -23,840 -78%
BB
1682
Burford Brothers
Texas
$369K
BMO
1683
Beck Mack & Oliver
New York
$369K
AGA
1684
Arkos Global Advisors
Texas
$368K +$346K +6,791 New
TW
1685
TrinityPoint Wealth
Connecticut
$367K -$69.1K -1,357 -17%
WG
1686
Winton Group
United Kingdom
$367K +$345K +6,771 New
CFO
1687
CVA Family Office
Colorado
$367K +$189K +3,714 +122%
WIM
1688
Westside Investment Management
California
$366K -$20.1K -395 -6%
NFG
1689
Nations Financial Group
Iowa
$366K +$30.4K +596 +10%
HB
1690
HTLF Bank
Colorado
$366K -$20.9K -411 -6%
WIM
1691
WealthPlan Investment Management
Nebraska
$364K -$5.09K -100 -1%
AWA
1692
Acorn Wealth Advisors
Michigan
$364K -$5.2K -102 -1%
AO
1693
Advisor OS
Illinois
$362K +$38.9K +763 +13%
WIA
1694
Westbourne Investment Advisors
Maryland
$362K
FG
1695
Foster Group
Iowa
$362K -$30.1K -590 -8%
FWA
1696
FSM Wealth Advisors
Ohio
$361K +$53.5K +1,050 +19%
AIA
1697
Angeles Investment Advisors
California
$361K +$51.9K +1,018 +18%
BRM
1698
Boston Research & Management
Massachusetts
$361K
BBNA
1699
Bremer Bank National Association
Minnesota
$361K -$68K -1,334 -17%
TWP
1700
Tyche Wealth Partners
Texas
$360K -$7.84K -154 -2%