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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
DAC
1801
Dividend Assets Capital
South Carolina
$309K -$446K -8,750 -61%
FCA
1802
FLC Capital Advisors
California
$309K -$13.9K -273 -5%
GAM
1803
Grandview Asset Management
Pennsylvania
$308K -$1.73K -34 -0.6%
SFG
1804
SNS Financial Group
Minnesota
$307K +$2.04K +40 +0.7%
JFA
1805
JNBA Financial Advisors
Minnesota
$306K -$153 -3 -0.1%
MRCM
1806
M&R Capital Management
New Jersey
$306K -$27.4K -537 -9%
LW
1807
Linscomb Wealth
Texas
$305K -$21.5K -422 -7%
ASC
1808
Atalanta Sosnoff Capital
New York
$305K +$286K +5,617 New
PCS
1809
Private Client Services
Kentucky
$304K -$12.8K -251 -4%
ATFA
1810
All Terrain Financial Advisors
Minnesota
$304K -$60.2K -1,182 -17%
REMPR
1811
Roof Eidam Maycock Peralta (REMP)
California
$304K
C
1812
Covestor
United Kingdom
$302K +$51.9K +1,019 +22%
EGA
1813
E&G Advisors
Texas
$302K +$15.3K +301 +6%
AWAG
1814
ARS Wealth Advisors Group
Florida
$302K -$134K -2,635 -32%
SQA
1815
Simon Quick Advisors
New Jersey
$301K +$283K +5,558 New
SWM
1816
Silverlake Wealth Management
Vermont
$301K +$102 +2 +0%
AI
1817
Atom Investors
Texas
$301K -$936K -18,370 -77%
MAA
1818
Matrix Asset Advisors
New York
$301K +$5.55K +109 +2%
PPW
1819
Parcion Private Wealth
Washington
$300K -$9.12K -179 -3%
MPM
1820
Meritage Portfolio Management
Kansas
$300K -$497K -9,766 -64%
GWM
1821
Gibbs Wealth Management
Georgia
$300K +$282K +5,529 New
BBWP
1822
Beacon Bridge Wealth Partners
Pennsylvania
$300K
SAM
1823
SP Asset Management
California
$299K -$101K -1,978 -26%
MIM
1824
Moseley Investment Management
Florida
$299K +$281K +5,514 New
AA
1825
Alta Advisers
United Kingdom
$298K