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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
CAM
2101
Creekmur Asset Management
Illinois
$4.83K -$1.43K -32 -22%
KFS
2102
Kelly Financial Services
Massachusetts
$4.81K +$89 +2 +2%
IHWM
2103
Iron Horse Wealth Management
Iowa
$4.69K
KA
2104
Kozak & Associates
Colorado
$4.54K
AFS
2105
Annapolis Financial Services
Maryland
$4.4K
OLVIG
2106
Oliver Lagore Vanvalin Investment Group
Michigan
$4.36K
SFA
2107
Semmax Financial Advisors
North Carolina
$4.36K +$45 +1 +1%
MBFW
2108
Morton Brown Family Wealth
Pennsylvania
$4.24K +$4.47K +100 New
GPI
2109
General Partner Inc
Pennsylvania
$4.2K
GC
2110
Gould Capital
Washington
$4.15K
MFG
2111
Mendota Financial Group
Wisconsin
$4.15K
PPWM
2112
PFG Private Wealth Management
Florida
$4.15K
MS
2113
Mizuho Securities
Japan
$4.15K +$4.47K +100 New
VF
2114
VitalStone Financial
Texas
$4.07K
RBC
2115
Roble Belko & Company
Pennsylvania
$4K
ACM
2116
Anfield Capital Management
California
$3.53K +$3.8K +85 New
ECM
2117
Everence Capital Management
Indiana
$3.33K -$339K -7,570 -9%
SHIM
2118
Stone House Investment Management
Pennsylvania
$3.28K -$2.37K -53 -40%
WAS
2119
Winch Advisory Services
Wisconsin
$2.96K +$45 +1 +1%
AFWM
2120
Abich Financial Wealth Management
Virginia
$2.49K -$131K -2,919 -98%
TCA
2121
Trifecta Capital Advisors
Illinois
$2.45K
PS
2122
PayPay Securities
Japan
$2.45K +$447 +10 +20%
SRCM
2123
Signature Resources Capital Management
California
$2.37K +$2.55K +57 New
NC
2124
NewSquare Capital
Pennsylvania
$2.08K -$805 -18 -26%
CAM
2125
Costello Asset Management
Pennsylvania
$2.08K