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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
SMA
1901
Seven Mile Advisory
New Jersey
$265K +$5.3K +104 +2%
BHBT
1902
Burke & Herbert Bank & Trust
Virginia
$264K -$26.1K -513 -10%
DA
1903
Dover Advisors
Virginia
$262K +$246K +4,828 New
MAWA
1904
Moss Adams Wealth Advisors
Washington
$261K +$245K +4,813 New
RFA
1905
Register Financial Advisors
Georgia
$260K +$244K +4,788 New
CTA
1906
Chesley Taft & Associates
Illinois
$260K -$8.15K -160 -3%
GFP
1907
Gryphon Financial Partners
Ohio
$258K -$23.9K -470 -9%
QWM
1908
Quaker Wealth Management
New Jersey
$258K +$8.76K +172 +4%
LIA
1909
LS Investment Advisors
Michigan
$258K -$11.5K -225 -5%
CPC
1910
Congress Park Capital
New York
$258K +$242K +4,750 New
OCM
1911
Osterweis Capital Management
California
$257K -$15.8K -310 -6%
FBB
1912
Fulton Breakefield Broenniman
Maryland
$257K -$306 -6 -0.1%
FA
1913
Fagan Associates
New York
$256K
ML
1914
McAdam LLC
Pennsylvania
$256K -$8.61K -169 -3%
FAFN
1915
First Affirmative Financial Network
Colorado
$256K +$39.1K +767 +19%
LIM
1916
Lathrop Investment Management
Arkansas
$255K
EFI
1917
EHP Funds Inc
Canada
$255K -$66.2K -1,300 -22%
SFA
1918
Seneca Financial Advisors
New York
$254K
BFG
1919
Beacon Financial Group
Texas
$254K -$2.95M -57,980 -93%
HI
1920
Human Investing
Oregon
$254K -$183K -3,585 -43%
CCA
1921
Childress Capital Advisors
Texas
$254K +$238K +4,679 New
LPAM
1922
Lodestar Private Asset Management
California
$252K +$20.6K +404 +10%
BAM
1923
BOS Asset Management
Illinois
$252K -$91.7K -1,800 -28%
CP
1924
Canopy Partners
Ohio
$252K +$236K +4,638 New
WCG
1925
Weaver Consulting Group
California
$251K +$10.2K +200 +5%