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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
HFS
2126
Horizon Financial Services
North Carolina
$2.08K
FIA
2127
FNY Investment Advisers
New York
$2K
POIA
2128
Pin Oak Investment Advisors
Texas
$2K
UIA
2129
Ulland Investment Advisors
Minnesota
$2K
VWA
2130
Valued Wealth Advisors
Utah
$1.95K -$134 -3 -6%
NMG
2131
New Millennium Group
Utah
$1.74K +$1.88K +42 New
PPA
2132
Painted Porch Advisors
California
$1.58K +$1.7K +38 New
SA
2133
SRH Advisors
Kansas
$1.54K -$1.7K -38 -51%
PCTC
2134
Perkins Coie Trust Company
Washington
$1.33K
CIAS
2135
CBIZ Investment Advisory Services
Ohio
$1.26K
FFA
2136
Fairfield Financial Advisors
Massachusetts
$1.25K +$1.34K +30 New
GPFA
2137
Game Plan Financial Advisors
Ohio
$1.25K
WA
2138
WestEnd Advisors
North Carolina
$1.04K -$358 -8 -24%
RWM
2139
Ruedi Wealth Management
Illinois
$955 +$1.03K +23 New
NL
2140
NVWM LLC
Pennsylvania
$914 -$761 -17 -44%
MFS
2141
Mattson Financial Services
Michigan
$914 +$984 +22 New
GLA
2142
Great Lakes Advisors
Illinois
$789 -$27.2M -608,336 -100%
FGAM
2143
Financial Gravity Asset Management
Texas
$706 -$4.34K -97 -85%
RFG
2144
REAP Financial Group
Texas
$459 -$6.31K -141 -93%
LWA
2145
Lowe Wealth Advisors
Maryland
$415
RAM
2146
Riggs Asset Management
Pennsylvania
$291 +$313 +7 New
WAG
2147
Wiser Advisor Group
Arizona
$43 +$45 +1 +100%
MIM
2148
Macroview Investment Management
Maryland
$42 +$45 +1 New
HH
2149
HWG Holdings
Texas
$36 +$45 +1 New
AAF
2150
Andra AP-fonden
Sweden
-$55.3M -1,019,000 Closed