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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
PAI
2101
Pittenger & Anderson Inc
Nebraska
$139K +$52.2K +1,024 +66%
OCM
2102
Orion Capital Management
California
$138K
SL
2103
Salomon & Ludwin
Virginia
$137K +$26.6K +523 +26%
SSG
2104
Summit Securities Group
New York
$136K -$377K -7,400 -75%
ATC
2105
Advantage Trust Company
Kansas
$136K
HWA
2106
Heritage Wealth Advisors
Virginia
$134K -$60.5K -1,188 -32%
BCM
2107
Blume Capital Management
California
$134K
NCTC
2108
New Covenant Trust Company
Indiana
$132K +$124K +2,433 New
GFPC
2109
Global Financial Private Client
Florida
$130K -$2.44K -48 -2%
GFL
2110
Granite FO LLC
New Hampshire
$127K
JWM
2111
Janiczek Wealth Management
Colorado
$125K -$66.7K -1,309 -36%
TSWM
2112
Tyler-Stone Wealth Management
Ohio
$124K -$9.78K -192 -8%
WBC
2113
West Branch Capital
Massachusetts
$122K -$7.39K -145 -6%
GC
2114
Garde Capital
Washington
$121K -$14.2K -279 -11%
PMFA
2115
Plante Moran Financial Advisors
Michigan
$116K -$2.39K -47 -2%
FWM
2116
FSA Wealth Management
Massachusetts
$112K -$5.45K -107 -5%
RS
2117
Rakuten Securities
Japan
$112K +$61.8K +1,213 +142%
FCAS
2118
First Command Advisory Services
Texas
$110K -$814K -15,973 -89%
MCM
2119
MV Capital Management
Maryland
$108K -$21.6K -425 -18%
AFG
2120
Albion Financial Group
Utah
$108K +$37.9K +744 +60%
PBK
2121
Peoples Bank (Kansas)
Kansas
$108K
HWA
2122
HHM Wealth Advisors
Tennessee
$107K -$8.05K -158 -7%
SOW
2123
State of Wyoming
Wyoming
$104K -$151K -2,957 -61%
RA
2124
Rise Advisors
New York
$104K +$65.9K +1,293 +205%
RAM
2125
Ramirez Asset Management
New York
$104K -$907K -17,798 -90%