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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
VC
1851
Vicus Capital
Pennsylvania
$200K +$42.2K +944 +24%
PP
1852
PDS Planning
Ohio
$200K -$111K -2,488 -34%
ACA
1853
Atlas Capital Advisors
Wyoming
$199K +$63.1K +1,410 +42%
SWS
1854
SYSTM Wealth Solutions
Illinois
$198K -$2.75M -61,433 -93%
SWA
1855
SOA Wealth Advisors
New York
$194K +$34K +759 +19%
RTC
1856
Riverview Trust Company
Washington
$193K +$62.1K +1,388 +43%
MFC
1857
Mechanics Financial Corp
Ohio
$187K
HFS
1858
Hantz Financial Services
Michigan
$185K +$74.8K +1,671 +60%
VLKIM
1859
Van Lanschot Kempen Investment Management
Netherlands
$184K
AA
1860
Addison Advisors
Vermont
$178K +$12.6K +281 +7%
SAM
1861
S.A. Mason
Michigan
$170K +$89 +2 +0%
WAM
1862
Wolverine Asset Management
Illinois
$167K +$180K +4,024 New
AAP
1863
Arax Advisory Partners
Colorado
$162K +$130K +2,910 +297%
AWM
1864
Avior Wealth Management
Nebraska
$155K -$73.9K -1,651 -31%
CT
1865
Clearstead Trust
Maine
$153K +$626 +14 +0.4%
TSMHT
1866
Thurston Springer Miller Herd & Titak
Indiana
$153K +$165K +3,692 New
BCP
1867
Blue Chip Partners
Michigan
$151K -$34.4K -768 -17%
WBWA
1868
William B. Walkup & Associates
South Carolina
$151K +$163K +3,636 New
WWP
1869
WR Wealth Planners
Missouri
$149K -$11.6K -260 -7%
PO
1870
Private Ocean
California
$148K -$6.58K -147 -4%
LS
1871
Livforsakringsbolaget Skandia
Sweden
$148K -$4.63M -103,500 -97%
OCM
1872
Osterweis Capital Management
California
$147K -$54.1K -1,208 -25%
AW
1873
Avion Wealth
Texas
$146K -$1.07K -24 -0.7%
BWL
1874
Bogart Wealth LLC
Virginia
$146K -$4.94M -110,402 -97%
GEA
1875
Glen Eagle Advisors
New Jersey
$144K -$24.1K -539 -13%