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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
FA
1826
FDx Advisors
Illinois
$298K -$263K -5,153 -48%
WP
1827
WMS Partners
Maryland
$298K -$172K -3,370 -38%
MFG
1828
Magnus Financial Group
New York
$297K +$917 +18 +0.3%
NG
1829
Northstar Group
New York
$297K -$5.09K -100 -2%
CTA
1830
Colonial Trust Advisors
South Carolina
$296K -$21K -413 -7%
SBCM
1831
Schwerin Boyle Capital Management
Massachusetts
$296K
PA
1832
Parkside Advisors
California
$294K -$53K -1,040 -16%
HI
1833
Hudock Inc
Pennsylvania
$293K -$40K -785 -13%
CAL
1834
Capital Advisors Ltd
Ohio
$293K -$155K -3,040 -36%
BCA
1835
Bray Capital Advisors
Florida
$293K +$2.75K +54 +1%
RA
1836
Riversedge Advisors
Delaware
$292K +$10.6K +208 +4%
VHAM
1837
Van Hulzen Asset Management
California
$292K +$1.02K +20 +0.4%
AWM
1838
Avior Wealth Management
Nebraska
$292K +$8.1K +159 +3%
DM
1839
Deerfield Management
New York
$291K -$147K -2,892 -35%
SP
1840
Successful Portfolios
Florida
$291K -$12.1K -237 -4%
HS
1841
Horan Securities
United States
$290K +$12.9K +253 +5%
MIC
1842
Meridian Investment Counsel
California
$289K +$1.58K +31 +0.6%
RC
1843
Rovin Capital
Arizona
$289K +$271K +5,324 New
LFA
1844
Legacy Financial Advisors
Kentucky
$289K +$2.24K +44 +0.8%
PFA
1845
Pure Financial Advisors
California
$288K -$87.4K -1,716 -24%
TSS
1846
Two Sigma Securities
New York
$287K -$5.38M -105,672 -95%
MCM
1847
Maple Capital Management
Vermont
$287K -$15.5K -304 -5%
SSW
1848
Smith Shellnut Wilson
Mississippi
$287K -$5.4K -106 -2%
SW
1849
SlateStone Wealth
Florida
$287K +$51 +1 +0%
SSWM
1850
Strait & Sound Wealth Management
California
$287K -$3.82K -75 -1%