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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
APA
1751
Astoria Portfolio Advisors
New York
$237K +$30.1K +672 +13%
W
1752
WPWealth
Texas
$237K -$9.93K -222 -4%
JC
1753
JB Capital
Connecticut
$237K -$1.79K -40 -0.7%
NAMP
1754
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$237K -$17.9K -400 -7%
FCA
1755
FLC Capital Advisors
California
$237K
TWM
1756
Tradition Wealth Management
Minnesota
$236K -$41.3K -923 -14%
NI
1757
Nepsis Inc
Minnesota
$236K -$10.3M -230,591 -98%
FFA
1758
First Foundation Advisors
California
$235K +$107K +2,386 +73%
VCG
1759
Vantage Consulting Group
Virginia
$235K +$55.3K +1,236 +28%
MCA
1760
Millennium Capital Advisors
Arkansas
$234K -$33.4K -747 -12%
NG
1761
Northstar Group
New York
$234K +$7.47K +167 +3%
MWPCG
1762
Measured Wealth Private Client Group
New Hampshire
$234K -$31.3K -700 -11%
MAA
1763
Matrix Asset Advisors
New York
$233K +$2.46K +55 +1%
FNA
1764
First National Advisers
Nebraska
$233K -$591K -13,205 -70%
ATFA
1765
All Terrain Financial Advisors
Minnesota
$233K
REMPR
1766
Roof Eidam Maycock Peralta (REMP)
California
$233K
IWA
1767
IVC Wealth Advisors
Pennsylvania
$232K +$250K +5,580 New
SAM
1768
SP Asset Management
California
$232K +$2.82K +63 +1%
WAS
1769
Wealth Advisory Solutions
Indiana
$231K +$249K +5,574 New
AWM
1770
Aprio Wealth Management
Georgia
$231K -$10.4K -232 -4%
WG
1771
Wealth Group
North Carolina
$231K -$28.3K -633 -10%
SWM
1772
Silverlake Wealth Management
Vermont
$231K +$134 +3 +0.1%
EB
1773
Eastern Bank
Massachusetts
$231K -$17.9K -400 -7%
FAFN
1774
First Affirmative Financial Network
Colorado
$230K +$37.1K +830 +18%
PBO
1775
Peoples Bank (Ohio)
Ohio
$230K -$33.6K -750 -12%