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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
IGGA
1726
Iron Gate Global Advisors
Utah
$245K
MAG
1727
MRA Advisory Group
New Jersey
$245K +$263K +5,888 New
SFA
1728
Souders Financial Advisors
Ohio
$244K -$42.7K -955 -14%
CIA
1729
Compass Ion Advisors
Pennsylvania
$243K
SFI
1730
SPC Financial Inc
Maryland
$243K -$59K -1,319 -18%
CCA
1731
Cravens & Co Advisors
Tennessee
$243K +$261K +5,843 New
APWM
1732
Argonautica Private Wealth Management
Massachusetts
$243K
CWM
1733
Compass Wealth Management
Connecticut
$242K -$82K -1,832 -24%
GWANC
1734
Guardian Wealth Advisors (North Carolina)
North Carolina
$242K -$54.1K -1,209 -17%
WA
1735
WBH Advisory
Maryland
$242K -$133K -2,969 -34%
MC
1736
Mirabaud & Cie
Switzerland
$242K -$125K -2,800 -32%
ORC
1737
O'Rourke & Company
Massachusetts
$241K +$260K +5,801 New
KP
1738
Keel Point
Alabama
$240K +$25.7K +575 +13%
BIP
1739
Blueprint Investment Partners
North Carolina
$240K -$28.1K -629 -10%
WHG
1740
Westwood Holdings Group
Texas
$240K -$8.87M -198,248 -97%
CA
1741
Callahan Advisors
Texas
$240K +$60.2K +1,346 +30%
LWM
1742
Lyell Wealth Management
California
$240K -$29K -648 -10%
BTWM
1743
Brass Tax Wealth Management
Ohio
$239K +$258K +5,767 New
RWB
1744
RMR Wealth Builders
New Jersey
$239K -$2.19K -49 -0.8%
MFS
1745
Mirabella Financial Services
United Kingdom
$239K -$175K -3,906 -40%
MFWP
1746
Mosaic Family Wealth Partners
Missouri
$238K +$179 +4 +0.1%
TWP
1747
Tyche Wealth Partners
Texas
$238K -$40.4K -902 -14%
TLCM
1748
Twin Lakes Capital Management
California
$238K -$59.3K -1,325 -19%
AIP
1749
Almanack Investment Partners
Pennsylvania
$237K -$12.9K -289 -5%
CP
1750
Castleview Partners
Texas
$237K +$90.8K +2,030 +55%