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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
MWM
2026
Mascoma Wealth Management
New Hampshire
$26.5K -$358 -8 -1%
WPA
2027
West Paces Advisors
Georgia
$26.3K -$8.95K -200 -24%
MSG
2028
Main Street Group
Virginia
$25.8K -$19.1K -426 -41%
FFA
2029
Frazier Financial Advisors
Ohio
$25.6K -$10.2K -228 -27%
DWS
2030
Dynamic Wealth Strategies
California
$25K
LJHT
2031
Laurie J. Hall Trustee
$25K
BFS
2032
Burkett Financial Services
South Carolina
$24.9K -$48.1K -1,075 -64%
MB
2033
Mizuho Bank
Japan
$24.9K +$26.8K +600 New
OIAM
2034
OFI Invest Asset Management
France
$24.9K +$2.73K +61 +10%
PWA
2035
Provenance Wealth Advisors
Florida
$24.8K -$2.91K -65 -10%
TCM
2036
TruNorth Capital Management
Michigan
$24.3K +$89 +2 +0.3%
AAG
2037
Accordant Advisory Group
Maryland
$24.1K
DF
2038
DecisionPoint Financial
Arizona
$24K
CP
2039
Camelot Portfolios
Ohio
$23.3K +$25.1K +560 New
BIA
2040
Bell Investment Advisors
California
$22.6K -$44.4K -992 -65%
RTL
2041
Red Tortoise LLC
Georgia
$22.3K +$16.3K +364 +209%
LI
2042
Louisbourg Investments
New Brunswick, Canada
$22K
GWMI
2043
Guardian Wealth Management (Illinois)
Illinois
$21.9K +$268 +6 +1%
BBPWM
2044
Blue Bell Private Wealth Management
Pennsylvania
$21.8K -$1.34K -30 -5%
AT
2045
Avalon Trust
New Mexico
$21.6K
CIR
2046
Clear Investment Research
Georgia
$20.8K
ETS
2047
ESL Trust Services
New York
$20.8K
FGA
2048
Fortis Group Advisors
New Jersey
$20.8K
FPFS
2049
First Personal Financial Services
North Carolina
$20.6K
PP
2050
PFS Partners
New Jersey
$20.1K