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
FFG
2026
Frisch Financial Group
New York
$214K +$201K +3,947 New
FMTC
2027
Farmers & Merchants Trust Company
California
$213K -$12.2K -240 -6%
PWC
2028
PYA Waltman Capital
Tennessee
$213K
JCM
2029
Jacobsen Capital Management
Utah
$212K +$199K +3,910 New
LFG
2030
Larson Financial Group
Missouri
$212K -$10.3K -202 -5%
SWA
2031
SOA Wealth Advisors
New York
$212K -$6.21K -122 -3%
PCM
2032
Penserra Capital Management
California
$211K -$350K -6,868 -64%
TCMP
2033
Thrive Capital Management (Pennsylvania)
Pennsylvania
$211K +$198K +3,888 New
ZF
2034
Zhang Financial
Michigan
$211K -$7.64K -150 -4%
SRC
2035
Sage Rhino Capital
California
$211K -$4.38K -86 -2%
CVA
2036
Central Valley Advisors
California
$211K -$1.22K -24 -0.6%
VC
2037
Vicus Capital
Pennsylvania
$210K +$197K +3,873 New
BWM
2038
Birchcreek Wealth Management
Ohio
$210K +$197K +3,872 New
CWM
2039
Cahaba Wealth Management
Georgia
$210K -$4.64K -91 -2%
CAM
2040
Covenant Asset Management
New Jersey
$209K -$661K -12,985 -77%
GWP
2041
Gateway Wealth Partners
Wisconsin
$209K -$34.6K -680 -15%
WWP
2042
WR Wealth Planners
Missouri
$208K -$61.7K -1,212 -24%
AW
2043
Atlas Wealth
Ohio
$208K
HTHT
2044
Hemenway Trust Hemenway Trust
New Hampshire
$208K -$38.5K -755 -16%
EWS
2045
Eagle Wealth Strategies
New Jersey
$207K
LCGC
2046
Legacy Capital Group California
California
$207K +$194K +3,811 New
CG
2047
Cutler Group
California
$206K -$620K -12,173 -76%
PR
2048
Payden & Rygel
California
$206K
PRIG
2049
Payden & Rygel Investment Group
California
$206K +$194K +3,800 New
LSA
2050
L & S Advisors
California
$205K +$193K +3,780 New