We are live on ! Find out more
BMY icon

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
AA
1976
Apriem Advisors
California
$233K -$68.5K -1,345 -24%
CPL
1977
CAP Partners LLC
Tennessee
$233K -$357 -7 -0.2%
MKC
1978
M. Kraus & Co
Vermont
$232K -$12.2K -240 -5%
TIA
1979
Tiemann Investment Advisors
California
$232K -$2.55K -50 -1%
IA
1980
Insight Advisors
Pennsylvania
$232K -$2.44K -48 -1%
AFG
1981
Atomi Financial Group
New York
$231K +$217K +4,264 New
CWM
1982
Connecticut Wealth Management
Connecticut
$231K +$14.6K +286 +7%
PIA
1983
Perennial Investment Advisors
California
$231K -$51.8K -1,016 -19%
HCM
1984
Hutchinson Capital Management
California
$231K -$1.32K -26 -0.6%
ES
1985
Eagle Strategies
New York
$230K +$216K +4,237 New
LWM
1986
Liberty Wealth Management
California
$229K +$215K +4,217 New
CGH
1987
CMG Global Holdings
Texas
$229K -$14.5K -285 -6%
FL
1988
Fort LP
Maryland
$228K -$6.47K -127 -3%
WFA
1989
WestHill Financial Advisors
California
$228K +$2.96K +58 +1%
DWM
1990
Dechtman Wealth Management
Colorado
$228K +$2.09K +41 +1%
D
1991
Diversified
Delaware
$228K +$214K +4,197 New
CYG
1992
Clean Yield Group
Vermont
$227K
WA1
1993
Wimmer Associates 1
California
$227K +$4.58K +90 +2%
EF
1994
Exeter Financial
Arizona
$226K -$38.6K -758 -15%
SHA
1995
Seneca House Advisors
Virginia
$226K -$1.78K -35 -0.8%
S
1996
Sunpointe
Missouri
$225K +$212K +4,158 New
FMC
1997
First Merchants Corp
Indiana
$225K +$866 +17 +0.4%
CSPAM
1998
Cary Street Partners Asset Management
Virginia
$225K -$45.1K -885 -18%
MIA
1999
MainStreet Investment Advisors
Illinois
$224K +$210K +4,129 New
PGAM
2000
Princeton Global Asset Management
New Jersey
$224K