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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
GWP
2076
Gen-Wealth Partners
Michigan
$178K +$167K +3,282 New
FFA
2077
First Foundation Advisors
California
$177K +$27.9K +548 +20%
RTC
2078
Riverview Trust Company
Washington
$176K -$55.1K -1,081 -25%
JFGIW
2079
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$176K -$150K -2,939 -48%
SW
2080
SteelPeak Wealth
California
$169K +$158K +3,111 New
GJWM
2081
Gilliland Jeter Wealth Management
Arkansas
$168K -$114K -2,236 -42%
FMTCOCP
2082
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$168K -$962K -18,878 -86%
MSFP
2083
Mark Sheptoff Financial Planning
Connecticut
$166K +$5.09K +100 +3%
NF
2084
Norwood Financial
Pennsylvania
$166K +$22.9K +450 +17%
NIC
2085
Northwest Investment Counselors
Oregon
$162K +$153K +2,995 New
CSWM
2086
Cassady Schiller Wealth Management
Ohio
$162K +$51 +1 +0%
AFWM
2087
Abich Financial Wealth Management
Virginia
$162K +$52.7K +1,035 +53%
LI
2088
LRI Investments
Florida
$157K +$148K +2,899 New
TVWM
2089
Tower View Wealth Management
Wisconsin
$157K -$8.91K -175 -6%
AWM
2090
Atticus Wealth Management
Florida
$153K -$87.8K -1,723 -38%
ANBT
2091
American National Bank & Trust
Texas
$152K
SC
2092
Stephens Consulting
Michigan
$152K
HFS
2093
Hantz Financial Services
Michigan
$151K -$7.84K -154 -5%
PCFFS
2094
Pacific Center for Financial Services
California
$150K
BCMLT
2095
Beacon Capital Management LLC (Tennessee)
Tennessee
$146K -$4.28K -84 -3%
LSA
2096
Leonteq Securities AG
Switzerland
$145K -$3.55M -69,734 -96%
SWM
2097
Sugarloaf Wealth Management
Georgia
$145K -$29.8K -584 -18%
TFM
2098
TFC Financial Management
Massachusetts
$144K -$2.8K -55 -2%
TCM
2099
TD Capital Management
Tennessee
$143K +$9.98K +196 +8%
MHR
2100
Matthew Hamilton Rosenberg
$141K +$19K +373 +16%