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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
WOC
1876
West Oak Capital
California
$143K
HI
1877
Hendershot Investments
Virginia
$142K -$24.1K -539 -14%
CHA
1878
Carmichael Hill & Associates
Maryland
$141K +$4.47K +100 +3%
FMTCOCP
1879
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$141K +$13.1K +292 +9%
CYG
1880
Clean Yield Group
Vermont
$139K -$37.6K -841 -20%
PCMC
1881
Planning Capital Management Corporation
Pennsylvania
$138K
GJWM
1882
Gilliland Jeter Wealth Management
Arkansas
$136K +$7.61K +170 +5%
BFPW
1883
BOK Financial Private Wealth
Colorado
$135K -$6.53K -146 -4%
CSWM
1884
Cassady Schiller Wealth Management
Ohio
$133K +$8.95K +200 +7%
JWA
1885
JFS Wealth Advisors
Pennsylvania
$129K -$60.5K -1,353 -30%
HWA
1886
HHM Wealth Advisors
Tennessee
$125K +$47.1K +1,052 +54%
MSFP
1887
Mark Sheptoff Financial Planning
Connecticut
$123K -$4.47K -100 -3%
QC
1888
Quent Capital
New York
$122K -$45.8K -1,023 -26%
MCM
1889
MV Capital Management
Maryland
$122K +$42.1K +941 +47%
PGAM
1890
Princeton Global Asset Management
New Jersey
$121K -$54.5K -1,217 -30%
RFA
1891
Register Financial Advisors
Georgia
$119K -$85.8K -1,918 -40%
WBC
1892
West Branch Capital
Massachusetts
$118K +$26.8K +600 +27%
OA
1893
Operose Advisors
Wisconsin
$117K -$198K -4,425 -61%
ANBT
1894
American National Bank & Trust
Texas
$116K
SC
1895
Stephens Consulting
Michigan
$116K
BGAI
1896
Bruce G. Allen Investments
Colorado
$116K -$31.1K -694 -20%
PCFFS
1897
Pacific Center for Financial Services
California
$114K
IFAM
1898
Institutional & Family Asset Management
Colorado
$112K +$45.4K +1,014 +60%
TVWM
1899
Tower View Wealth Management
Wisconsin
$111K -$9.71K -217 -8%
SWM
1900
Sugarloaf Wealth Management
Georgia
$110K -$626 -14 -0.5%