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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
S
1951
Sachetta
Massachusetts
$64.4K +$8.23K +184 +16%
OCM
1952
Orion Capital Management
California
$64.4K -$44.7K -1,000 -39%
GTAM
1953
Global Trust Asset Management
Florida
$62.3K -$6.71K -150 -9%
ME
1954
McIlrath & Eck
Washington
$62.1K
BAM
1955
Byrne Asset Management
New Jersey
$62K -$10.5K -234 -14%
TFIPS
1956
Towarzystwo Funduszy Inwestycyjnych PZU SA
$61.6K
VAMG
1957
Voisard Asset Management Group
Michigan
$61K +$895 +20 +1%
IGWM
1958
ICA Group Wealth Management
Colorado
$58.6K -$114K -2,555 -64%
IUHSA
1959
Itau Unibanco Holding S.A.
Brazil
$58.5K +$63K +1,409 New
VWM
1960
Venturi Wealth Management
Texas
$55.7K +$5.77K +129 +11%
NMM
1961
Naples Money Management
Florida
$55.3K -$1.66M -37,021 -97%
RFG
1962
RFP Financial Group
Georgia
$54.7K +$13.2K +296 +29%
AEPWM
1963
Atlantic Edge Private Wealth Management
Florida
$54K -$358 -8 -0.6%
PP
1964
PrairieView Partners
Minnesota
$53K +$716 +16 +1%
TIM
1965
Tortoise Investment Management
New York
$52.8K -$4.7K -105 -8%
EPW
1966
Evergreen Private Wealth
Colorado
$52.7K -$14.5K -324 -20%
AWM
1967
Atticus Wealth Management
Florida
$52.6K -$69.4K -1,550 -55%
TCM
1968
Tradewinds Capital Management
Washington
$51.5K +$671 +15 +1%
CAS
1969
Coppell Advisory Solutions
Texas
$51.3K +$55.2K +1,234 New
FDCP
1970
Foster Dykema Cabot & Partners
Massachusetts
$50.6K
MFT
1971
Moisand Fitzgerald Tamayo
Florida
$50.2K
AFG
1972
Albion Financial Group
Utah
$49.8K -$35.1K -785 -40%
FCMT
1973
Founders Capital Management (Texas)
Texas
$49.8K
OW
1974
Olistico Wealth
Oklahoma
$49.8K +$53.7K +1,200 New
PC
1975
Promethos Capital
Massachusetts
$49.6K