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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
GCA
1851
Greenwood Capital Associates
South Carolina
$286K -$32.1K -630 -11%
DWA
1852
Delap Wealth Advisory
Oregon
$286K +$269K +5,280 New
AP
1853
Americana Partners
Texas
$285K +$24.7K +485 +10%
KCPG
1854
Kavar Capital Partners Group
Kansas
$285K +$268K +5,253 New
AC
1855
Abbrea Capital
California
$284K -$30.5K -599 -10%
PSB
1856
Piscataqua Savings Bank
New Hampshire
$284K -$12.2K -239 -4%
CBA
1857
Coastal Bridge Advisors
Connecticut
$283K
LC
1858
LCNB Corp
Ohio
$283K -$31K -608 -10%
SWK
1859
Stephen W. Kidder
$282K -$7.18K -141 -3%
SWM
1860
Stockman Wealth Management
Montana
$282K -$14.1K -276 -5%
SNBOSCI
1861
Security National Bank of Sioux City Iowa
Iowa
$282K -$52.3K -1,026 -16%
SAM
1862
Satovsky Asset Management
New York
$281K -$47.8K -938 -15%
RCA
1863
Ranch Capital Advisors
Florida
$281K +$153 +3 +0.1%
TFA
1864
Tranquilli Financial Advisor
New Jersey
$280K +$18.2K +358 +7%
CICI
1865
Capital Investment Counsel Inc
North Carolina
$280K -$5.14K -101 -2%
CHJWM
1866
Carlton Hofferkamp & Jenks Wealth Management
Texas
$279K
DFG
1867
Demars Financial Group
Washington
$279K -$504K -9,898 -66%
FNBOMD
1868
First National Bank of Mount Dora
Florida
$279K +$262K +5,137 New
VFA
1869
Voya Financial Advisors
Connecticut
$278K +$266K +5,224 New
GCA
1870
Genesee Capital Advisors
New York
$278K +$2.85K +56 +1%
OL
1871
OneFund LLC
Florida
$278K -$7.39K -145 -3%
MC
1872
Miramar Capital
Illinois
$276K
GAM
1873
Gemmer Asset Management
California
$276K +$357 +7 +0.1%
NJBEST
1874
New Jersey Better Educational Savings Trust
New Jersey
$275K
FS
1875
Ferguson Shapiro
Georgia
$275K +$258K +5,073 New