We are live on ! Find out more
BMY icon

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
TPA
1751
Trivium Point Advisory
Connecticut
$333K +$76.1K +1,493 +32%
LCWP
1752
Legacy Capital Wealth Partners
Arkansas
$333K +$241K +4,726 New
CCFM
1753
Clear Creek Financial Management
Washington
$333K +$310K +6,090 New
BEAM
1754
Baker Ellis Asset Management
Washington
$332K -$20.4K -400 -6%
W
1755
Wealthquest
Ohio
$332K
PAMG
1756
Patton Albertson Miller Group
Tennessee
$332K -$50K -981 -14%
IA
1757
IFG Advisors
Missouri
$332K +$3.77K +74 +1%
HCM
1758
Hall Capital Management
Rhode Island
$332K +$12.7K +250 +4%
OBGC
1759
O'Brien Greene & Co
Pennsylvania
$331K
MJP
1760
Michael J. Puzo
$331K -$28K -550 -8%
NAMP
1761
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$331K +$30.6K +600 +11%
BCM
1762
Becker Capital Management
Oregon
$330K -$2.55K -50 -0.8%
CFSG
1763
Clark Financial Services Group
Missouri
$330K -$8.56K -168 -3%
WWM
1764
WT Wealth Management
Arizona
$330K
CA
1765
Commerzbank Aktiengesellschaft
Germany
$329K +$309K +6,062 New
PA
1766
PSI Advisors
Florida
$327K +$9.98K +196 +3%
RDFA
1767
Ritter Daniher Financial Advisory
Ohio
$326K -$4.69K -92 -2%
KFS
1768
Kurt F. Somerville
$326K -$65K -1,275 -18%
AIP
1769
Almanack Investment Partners
Pennsylvania
$326K +$13.8K +271 +5%
SHGA
1770
Sand Hill Global Advisors
California
$326K
ICM
1771
IMS Capital Management
Oregon
$325K -$243K -4,777 -44%
SFS
1772
Solitude Financial Services
Virginia
$325K +$306K +6,000 New
OWM
1773
OneAscent Wealth Management
Alabama
$325K +$14.7K +288 +5%
GIA
1774
GHP Investment Advisors
Colorado
$324K
SP
1775
Saranac Partners
$323K +$29.5K +580 +11%