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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
EB
1776
Eastern Bank
Massachusetts
$323K
MCWA
1777
Meadow Creek Wealth Advisors
Georgia
$322K +$82.3K +1,616 +37%
AC
1778
Apella Capital
Connecticut
$321K -$9.42K -185 -3%
FB
1779
First Bancorp
Maine
$321K +$41K +805 +16%
W
1780
WPWealth
Texas
$321K +$4.23K +83 +1%
BFC
1781
Bedel Financial Consulting
Indiana
$319K +$509 +10 +0.2%
AHC
1782
Adell Harriman & Carpenter
Texas
$318K -$102 -2 -0%
APWM
1783
Argonautica Private Wealth Management
Massachusetts
$317K +$33.6K +659 +13%
APW
1784
Austin Private Wealth
Texas
$317K +$72.7K +1,427 +31%
NCM
1785
Novare Capital Management
North Carolina
$316K +$94.2K +1,850 +46%
JGIA
1786
Jackson Grant Investment Advisers
Connecticut
$315K +$408 +8 +0.1%
BWM
1787
BCS Wealth Management
Tennessee
$315K +$78.3K +1,538 +36%
OHWP
1788
Oak Harbor Wealth Partners
North Carolina
$315K -$9.37K -184 -3%
CFP
1789
Catalyst Financial Partners
Massachusetts
$315K +$32.5K +637 +11%
RWB
1790
RMR Wealth Builders
New Jersey
$315K +$26.3K +517 +10%
AWM
1791
Aprio Wealth Management
Georgia
$315K +$296K +5,801 New
IGGA
1792
Iron Gate Global Advisors
Utah
$314K -$4.08K -80 -1%
WAG
1793
Wallace Advisory Group
California
$313K +$48.4K +950 +18%
SCM
1794
Sterneck Capital Management
Missouri
$312K
FWM
1795
Focused Wealth Management
New York
$312K +$19.8K +389 +7%
JC
1796
JB Capital
Connecticut
$311K -$59.3K -1,165 -17%
MFWP
1797
Mosaic Family Wealth Partners
Missouri
$311K -$11K -215 -4%
GIP
1798
Granite Investment Partners
California
$311K -$627K -12,309 -68%
CC
1799
Callan Capital
California
$310K +$291K +5,718 New
PCA
1800
Peddock Capital Advisors
Massachusetts
$310K +$51 +1 +0%