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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
IP
2051
Ignite Planners
California
$205K -$6.83K -134 -3%
KA
2052
Kercheville Advisors
Texas
$205K +$192K +3,778 New
KA
2053
Kearns & Associates
California
$204K +$192K +3,770 New
PPWP
2054
Premier Path Wealth Partners
New Jersey
$204K -$15.6K -307 -8%
PO
2055
Private Ocean
California
$202K
VCM
2056
Vivaldi Capital Management
Illinois
$202K -$36.6K -718 -14%
AWAP
2057
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$201K +$189K +3,707 New
SRIM
2058
Saratoga Research & Investment Management
California
$201K +$189K +3,704 New
MA
2059
MJP Associates
Connecticut
$201K +$189K +3,702 New
SCM
2060
SKBA Capital Management
California
$201K +$188K +3,700 New
CP
2061
Castleview Partners
Texas
$200K +$61.1K +1,199 +48%
CT
2062
Clearstead Trust
Maine
$200K +$662 +13 +0.4%
AW
2063
Avion Wealth
Texas
$193K -$38.3K -751 -17%
DI
2064
DAGCO Inc
Ohio
$193K +$151K +2,960 +502%
EC
2065
EntryPoint Capital
New York
$190K +$94.6K +1,857 +113%
BGAI
2066
Bruce G. Allen Investments
Colorado
$189K +$37.3K +732 +27%
HCMG
2067
Howard Capital Management Group
California
$188K -$12.2K -239 -6%
WOC
2068
West Oak Capital
California
$187K
MTIC
2069
Missouri Trust & Investment Company
Missouri
$186K
BFPW
2070
BOK Financial Private Wealth
Colorado
$185K
PVH
2071
Psagot Value Holdings
Israel
$184K -$1.23M -24,150 -88%
ACA
2072
Atlas Capital Advisors
Wyoming
$184K -$71.8K -1,410 -29%
PB
2073
Pinnacle Bancorp
Nebraska
$180K +$28.8K +565 +20%
PCMC
2074
Planning Capital Management Corporation
Pennsylvania
$180K
CHA
2075
Carmichael Hill & Associates
Maryland
$179K