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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
GA
1826
Geller Advisors
New York
$208K -$208K -4,658 -48%
SEIA
1827
Signature Estate & Investment Advisors
California
$208K +$224K +5,017 New
HIC
1828
Harvey Investment Company
Kentucky
$208K
BFWM
1829
Bright Futures Wealth Management
New York
$208K +$191K +4,263 New
HA
1830
Harbor Advisors
Florida
$208K
FL
1831
Fort LP
Maryland
$208K +$35.4K +792 +19%
CTA
1832
Chesley Taft & Associates
Illinois
$208K +$9.49K +212 +4%
LW
1833
Linscomb Wealth
Texas
$207K -$28.7K -642 -11%
WIA
1834
Westbourne Investment Advisors
Maryland
$207K -$76.1K -1,700 -25%
MAM
1835
Madison Asset Management
Wisconsin
$206K -$19.2M -428,994 -99%
CWM
1836
Centric Wealth Management
Illinois
$206K +$183K +4,089 New
CFP
1837
Catalyst Financial Partners
Massachusetts
$206K -$72.5K -1,621 -25%
ACI
1838
Alpha Cubed Investments
California
$206K +$27.9K +624 +14%
PSB
1839
Piscataqua Savings Bank
New Hampshire
$206K -$12.4K -277 -5%
TL
1840
Tradewinds LLC
North Carolina
$205K +$221K +4,948 New
IIC
1841
Ironwood Investment Counsel
Arizona
$205K
BFA
1842
Brendel Financial Advisors
New Hampshire
$204K +$220K +4,922 New
GITFIT
1843
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$203K
PA
1844
PFG Advisors
Arizona
$203K -$2.91K -65 -1%
SGC
1845
Slocum, Gordon & Co
Rhode Island
$202K +$16.1K +360 +8%
BCA
1846
Bray Capital Advisors
Florida
$202K -$24.4K -545 -10%
FFG
1847
Fiduciary Financial Group
California
$201K +$219K +4,886 New
AWM
1848
Accel Wealth Management
Iowa
$201K -$4.25K -95 -2%
BBNA
1849
Bremer Bank National Association
Minnesota
$201K -$81.3K -1,818 -27%
NCM
1850
Novare Capital Management
North Carolina
$200K -$45K -1,005 -17%