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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
NFSG
2126
Newbridge Financial Services Group
Florida
$104K +$11K +216 +13%
CWM
2127
Cranbrook Wealth Management
Michigan
$104K
HB
2128
Horizon Bancorp
Indiana
$102K +$4.38K +86 +5%
TLA
2129
Tanglewood Legacy Advisors
Texas
$101K
CMP
2130
Coston McIsaac & Partners
Maine
$99K
CFFP
2131
Center for Financial Planning
Michigan
$95.3K +$17.4K +341 +24%
CWC
2132
Carolinas Wealth Consulting
North Carolina
$95.1K -$620K -12,170 -87%
BAM
2133
Byrne Asset Management
New Jersey
$93.7K -$21.1K -415 -19%
IFAM
2134
Institutional & Family Asset Management
Colorado
$91.5K -$17.7K -347 -17%
MFA
2135
McClarren Financial Advisors
Pennsylvania
$91K -$10.9K -214 -11%
BFS
2136
Burkett Financial Services
South Carolina
$90.9K +$1.02K +20 +1%
GTAM
2137
Global Trust Asset Management
Florida
$89.5K -$5.09K -100 -6%
SIS
2138
Sound Income Strategies
Florida
$88.4K -$458 -9 -0.5%
CWM
2139
CarsonAllaria Wealth Management
Illinois
$87.7K
EPW
2140
Evergreen Private Wealth
Colorado
$86.3K -$5.09K -100 -6%
TCCM
2141
Timber Creek Capital Management
Massachusetts
$85.4K
T
2142
Tidemark
California
$83.5K -$4.58K -90 -6%
BIA
2143
Bell Investment Advisors
California
$83.4K +$12K +236 +18%
LF
2144
LifeSteps Financial
California
$83.1K +$78K +1,532 New
FFWM
2145
Future Financial Wealth Management
Ohio
$82.7K +$77.7K +1,525 New
ME
2146
McIlrath & Eck
Washington
$81.1K -$18.6K -365 -20%
TFIPS
2147
Towarzystwo Funduszy Inwestycyjnych PZU SA
$80.5K -$50.9K -1,000 -40%
CCMI
2148
Creative Capital Management Investments
California
$78.6K
VAMG
2149
Voisard Asset Management Group
Michigan
$78.5K +$866 +17 +1%
KHC
2150
Koesten Hirschmann & Crabtree
Kansas
$76.9K +$1.94K +38 +3%