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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
RF
2176
Robbins Farley
New Hampshire
$56K +$9.73K +191 +23%
RFG
2177
RFP Financial Group
Georgia
$55.4K -$49.8K -977 -49%
BHWM
2178
Beaird Harris Wealth Management
Texas
$55.1K +$204 +4 +0.4%
CTWM
2179
Cherry Tree Wealth Management
Minnesota
$54.9K
LTI
2180
Laffer Tengler Investments
Tennessee
$54.2K +$3.57K +70 +8%
WWM
2181
Wolff Wiese Magana
California
$53.9K -$6.47K -127 -11%
AAP
2182
Arax Advisory Partners
Colorado
$53.2K +$6.06K +119 +14%
AT
2183
Arlington Trust
Alabama
$51.8K -$5.09K -100 -9%
BHWM
2184
Bay Harbor Wealth Management
Maryland
$51.4K +$4.13K +81 +9%
CAM
2185
Chesapeake Asset Management
New York
$49.7K -$3.82K -75 -8%
GKIM
2186
GW&K Investment Management
Massachusetts
$49K +$11.3K +221 +32%
ACM
2187
Accent Capital Management
Ohio
$48.8K
SIM
2188
Studio Investment Management
Illinois
$48.4K
BCPWM
2189
Bradley & Co Private Wealth Management
Florida
$47K
MS
2190
Maven Securities
Jersey
$46.8K +$3.46M +67,856 New
RWA
2191
Redmont Wealth Advisors
Illinois
$46.5K +$43.7K +858 New
SIC
2192
SJS Investment Consulting
Ohio
$46.2K +$51 +1 +0.1%
TFGT
2193
TS Financial Group (TSFG)
Illinois
$46K +$51 +1 +0.1%
FFA
2194
Frazier Financial Advisors
Ohio
$45.8K -$3.36K -66 -7%
WPA
2195
West Paces Advisors
Georgia
$45.2K -$1.94K -38 -4%
CFG
2196
CKW Financial Group
Hawaii
$45K
FG
2197
Fairman Group
Pennsylvania
$44.4K
CPA
2198
Clear Point Advisors
New York
$42.8K +$51 +1 +0.1%
IRC
2199
Investors Research Corp
Georgia
$42.7K
DFA
2200
DHJJ Financial Advisors
Illinois
$41.4K