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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
PA
2076
Pineridge Advisors
Missouri
$12.1K -$895 -20 -6%
LOIP
2077
Live Oak Investment Partners
Texas
$11.8K
HGA
2078
Hobbs Group Advisors
South Carolina
$11.7K +$12.6K +282 New
SFCL
2079
Strengthening Families & Communities LLC
Massachusetts
$11K +$12.6K +281 New
FCT
2080
First Community Trust
Iowa
$10.8K
MWA
2081
Miller Wealth Advisors
Colorado
$10.7K +$179 +4 +2%
BSC
2082
Brown Shipley & Co
United Kingdom
$9.76K -$328K -7,341 -97%
DWM
2083
Dogwood Wealth Management
Kansas
$9.73K +$134 +3 +1%
UWS
2084
Unique Wealth Strategies
Illinois
$9.22K +$7.61K +170 New
CJ
2085
Caitlin John
Michigan
$9.15K -$359K -8,028 -97%
FWA
2086
FSC Wealth Advisors
New York
$8.31K
GWSA
2087
Global Wealth Strategies & Associates
Colorado
$8.31K
GLR
2088
Great Lakes Retirement
Ohio
$8.31K +$8.95K +200 New
CJH
2089
Christopher J. Hasenberg
Wisconsin
$7.89K
DPW
2090
DiNuzzo Private Wealth
Pennsylvania
$7.85K +$940 +21 +13%
SFC
2091
Strategic Financial Concepts
Texas
$7.77K +$2.03M +45,271 New
GG
2092
Gleason Group
Kentucky
$7.1K +$7.65K +171 New
PCM
2093
Penserra Capital Management
California
$7K -$168K -3,758 -96%
IA
2094
IFS Advisors
Kansas
$6.93K
HWP
2095
Highline Wealth Partners
California
$6.7K +$492 +11 +7%
TAM
2096
Tucker Asset Management
Colorado
$6.56K -$447 -10 -6%
MIA
2097
MeadowBrook Investment Advisors
Michigan
$6.23K
MWA
2098
Moser Wealth Advisors
Washington
$5.61K
MTIC
2099
Missouri Trust & Investment Company
Missouri
$5.4K -$148K -3,305 -96%
FA
2100
Financial Avengers
California
$5.32K +$89 +2 +2%