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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
HIM
2151
Hillsdale Investment Management
Ontario, Canada
$75.6K -$42.3K -830 -37%
TIM
2152
Tortoise Investment Management
New York
$74.6K +$51 +1 +0.1%
PWMG
2153
Private Wealth Management Group
New Jersey
$74.3K -$83.4K -1,638 -54%
MIFH
2154
Migdal Insurance & Financial Holdings
Israel
$74K
AEPWM
2155
Atlantic Edge Private Wealth Management
Florida
$70.9K +$408 +8 +0.6%
FFWA
2156
FRG Family Wealth Advisors
Washington
$70.1K +$81.3K +1,596 New
PP
2157
PrairieView Partners
Minnesota
$70K +$306 +6 +0.5%
FRA
2158
Front Row Advisors
California
$69K +$64.8K +1,273 New
OP
2159
ORG Partners
Indiana
$68.6K -$137K -2,688 -68%
TCM
2160
Tradewinds Capital Management
Washington
$66.4K -$611 -12 -1%
FDCP
2161
Foster Dykema Cabot & Partners
Massachusetts
$66.1K
VWM
2162
Venturi Wealth Management
Texas
$65.7K +$17.1K +335 +38%
MFT
2163
Moisand Fitzgerald Tamayo
Florida
$65.6K
FCMT
2164
Founders Capital Management (Texas)
Texas
$65.1K +$5.09K +100 +9%
PC
2165
Promethos Capital
Massachusetts
$64.8K
IRAG
2166
Investment Research & Advisory Group
Georgia
$63.4K
MLA
2167
MB, Levis & Associates
Pennsylvania
$62.4K +$458 +9 +0.8%
BFP
2168
Briaud Financial Planning
Texas
$62K +$57.8K +1,134 New
EIM
2169
Essex Investment Management
Massachusetts
$60.7K
BL
2170
BFSG LLC
California
$60.7K +$11.2K +220 +24%
PFA
2171
Pathway Financial Advisers
Indiana
$59.9K -$1.39M -27,204 -96%
CJL
2172
Cyrus J. Lawrence
New York
$59K +$56K +1,100 New
FP
2173
Financial Perspectives
Minnesota
$57.8K
S
2174
Sachetta
Massachusetts
$57.5K
MSG
2175
Main Street Group
Virginia
$56.2K +$20.6K +404 +63%