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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
MRCM
1776
M&R Capital Management
New Jersey
$230K -$3.98K -89 -2%
WI
1777
Wedgewood Investors
Pennsylvania
$230K +$248K +5,532 New
VIP
1778
Vista Investment Partners
Oklahoma
$230K -$1.05M -23,443 -81%
BBWP
1779
Beacon Bridge Wealth Partners
Pennsylvania
$230K
MIM
1780
Moseley Investment Management
Florida
$229K +$45 +1 +0%
AA
1781
Alta Advisers
United Kingdom
$228K
CWP
1782
Concord Wealth Partners
Virginia
$228K -$58.2K -1,301 -19%
CTA
1783
Colonial Trust Advisors
South Carolina
$228K +$1.39K +31 +0.6%
MPM
1784
Meritage Portfolio Management
Kansas
$228K -$2.06K -46 -0.8%
CAL
1785
Capital Advisors Ltd
Ohio
$227K +$3.22K +72 +1%
AIA
1786
Alera Investment Advisors
Illinois
$227K -$445K -9,934 -65%
SBCM
1787
Schwerin Boyle Capital Management
Massachusetts
$227K
SSWM
1788
Sheets Smith Wealth Management
North Carolina
$225K -$1.59M -35,474 -87%
SWP
1789
Strategic Wealth Partners
Ohio
$225K -$67.2K -1,501 -22%
PA
1790
Parkside Advisors
California
$225K
HI
1791
Hudock Inc
Pennsylvania
$225K +$313 +7 +0.1%
AHC
1792
Adell Harriman & Carpenter
Texas
$225K -$20.5K -458 -8%
ASC
1793
Atalanta Sosnoff Capital
New York
$225K -$9.4K -210 -4%
GI
1794
Gradient Investments
Minnesota
$224K +$20.1K +449 +9%
PFGIA
1795
Patriot Financial Group Insurance Agency
Massachusetts
$224K +$20K +447 +9%
FA
1796
FDx Advisors
Illinois
$222K -$6.58K -147 -3%
BAM
1797
Blueshift Asset Management
New Jersey
$222K +$239K +5,345 New
LHC
1798
Little House Capital
Massachusetts
$222K -$579K -12,930 -71%
OL
1799
OneFund LLC
Florida
$221K +$3.58K +80 +2%
VFG
1800
V2 Financial group
Illinois
$220K +$201K +4,500 New