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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
AWM
1876
Accurate Wealth Management
Florida
$275K +$11K +216 +4%
TFCP
1877
Twin Focus Capital Partners
Massachusetts
$274K -$20.4K -400 -7%
PGA
1878
Portland Global Advisors
Maine
$274K -$10.7K -210 -4%
NB
1879
Northwest Bancshares
Pennsylvania
$274K
LAM
1880
Lewis Asset Management
California
$274K +$257K +5,050 New
AWM
1881
AllSquare Wealth Management
New York
$274K -$104K -2,050 -29%
LIG
1882
Lokken Investment Group
Delaware
$274K +$1.53K +30 +0.6%
BWA
1883
Burt Wealth Advisors
Maryland
$273K +$7.64K +150 +3%
EA
1884
Eudaimonia Advisors
Tennessee
$273K +$17.1K +336 +7%
AFA
1885
AA Financial Advisors
Ohio
$273K +$256K +5,031 New
PHIC
1886
Pine Haven Investment Counsel
Massachusetts
$273K -$2.55K -50 -1%
FCIM
1887
Fairview Capital Investment Management
California
$271K
HA
1888
Harbor Advisors
Florida
$271K
HIC
1889
Harvey Investment Company
Kentucky
$271K
CCAL
1890
City Center Advisors LLC
Michigan
$270K +$254K +4,985 New
SMA
1891
Sage Mountain Advisors
Georgia
$270K +$253K +4,974 New
PA
1892
PFG Advisors
Arizona
$268K -$35.8K -702 -12%
GI
1893
Gradient Investments
Minnesota
$268K -$282K -5,536 -53%
PFGIA
1894
Patriot Financial Group Insurance Agency
Massachusetts
$268K +$27K +530 +12%
AWM
1895
Accel Wealth Management
Iowa
$268K +$40.1K +788 +19%
WDC
1896
Woodward Diversified Capital
California
$267K +$33K +647 +15%
IIC
1897
Ironwood Investment Counsel
Arizona
$267K
BWM
1898
BKM Wealth Management
Wisconsin
$267K +$151K +2,963 +151%
GITFIT
1899
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$266K
FA
1900
Faithward Advisors
Pennsylvania
$265K +$249K +4,894 New