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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
ACM
2001
Accent Capital Management
Ohio
$37.4K
WWM
2002
Wolff Wiese Magana
California
$37.2K -$4.34K -97 -10%
SIM
2003
Studio Investment Management
Illinois
$37K
RF
2004
Robbins Farley
New Hampshire
$37K -$6.35K -142 -14%
BCPWM
2005
Bradley & Co Private Wealth Management
Florida
$36K
CFG
2006
CKW Financial Group
Hawaii
$35K
TFGT
2007
TS Financial Group (TSFG)
Illinois
$35K
SIC
2008
SJS Investment Consulting
Ohio
$34.5K -$984 -22 -3%
FG
2009
Fairman Group
Pennsylvania
$34K
CPA
2010
Clear Point Advisors
New York
$32.8K +$45 +1 +0.1%
LFA
2011
LGT Financial Advisors
Texas
$31.5K +$10.2K +227 +43%
GKIM
2012
GW&K Investment Management
Massachusetts
$30K -$8.1K -181 -20%
BL
2013
BFSG LLC
California
$29.9K -$17.9K -400 -36%
GJIA
2014
Glass Jacobson Investment Advisors
Maryland
$29.7K
DFA
2015
DHJJ Financial Advisors
Illinois
$29.7K -$2.24K -50 -7%
CAC
2016
Core Alternative Capital
Georgia
$29.1K
CH
2017
Canton Hathaway
Rhode Island
$29K
CFD
2018
Creative Financial Designs
Indiana
$29K
CPG
2019
Cornerstone Planning Group
New Jersey
$29K -$895 -20 -3%
FPF
2020
First Pacific Financial
Washington
$28.3K +$8.14K +182 +36%
EWP
2021
Elevation Wealth Partners
California
$28.2K
PCWA
2022
Pacific Capital Wealth Advisors
California
$28K -$492 -11 -2%
SC
2023
Swan Capital
Florida
$27.8K +$30K +670 New
MIFH
2024
Migdal Insurance & Financial Holdings
Israel
$27K -$31.3K -700 -51%
GAG
2025
Goodman Advisory Group
Massachusetts
$26.9K