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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
PCA
1951
Prosperity Capital Advisors
Ohio
$240K +$226K +4,431 New
AWA
1952
Authentikos Wealth Advisory
California
$240K +$1.58K +31 +0.7%
VCG
1953
Vantage Consulting Group
Virginia
$240K -$11.9K -233 -5%
BCP
1954
Blue Chip Partners
Michigan
$239K +$101K +1,975 +81%
FFA
1955
Fragasso Financial Advisors
Pennsylvania
$239K +$224K +4,404 New
CWP
1956
CFM Wealth Partners
Texas
$239K -$251K -4,926 -53%
MWM
1957
Mattern Wealth Management
Kansas
$239K
GWCM
1958
Godshalk Welsh Capital Management
Pennsylvania
$239K -$61.1K -1,200 -21%
TWM
1959
Thrive Wealth Management
Pennsylvania
$238K -$28.4K -558 -11%
LC
1960
Lavaca Capital
Texas
$238K +$15K +295 +7%
DIM
1961
Delta Investment Management
California
$238K -$6.72K -132 -3%
FSA
1962
Fort Sheridan Advisors
Illinois
$237K -$28.9K -567 -11%
VA
1963
Valmark Advisers
Ohio
$237K +$223K +4,374 New
HP
1964
Hyperion Partners
Pennsylvania
$237K -$6.32K -124 -3%
FFN
1965
Focus Financial Network
Minnesota
$236K -$1.21M -23,830 -83%
FFB
1966
First Financial Bankshares
Texas
$235K +$221K +4,340 New
SPWM
1967
Schrum Private Wealth Management
Florida
$235K +$221K +4,335 New
ACI
1968
Alpha Cubed Investments
California
$235K +$221K +4,333 New
EFG
1969
Everhart Financial Group
Ohio
$235K +$221K +4,333 New
KP
1970
Keel Point
Alabama
$235K +$220K +4,327 New
EBT
1971
Enterprise Bank & Trust
Massachusetts
$234K -$38.2K -750 -15%
HC
1972
Hourglass Capital
Texas
$234K +$4.79K +94 +2%
KAM
1973
KEB Asset Management
Illinois
$233K
CG
1974
CFO4Life Group
Texas
$233K +$219K +4,300 New
SAM
1975
SignalPoint Asset Management
Missouri
$233K +$3.11K +61 +1%