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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
GCM
2201
Gladius Capital Management
Illinois
$39.4K +$37K +727 New
GJIA
2202
Glass Jacobson Investment Advisors
Maryland
$38.8K
CH
2203
Canton Hathaway
Rhode Island
$38K
CAC
2204
Core Alternative Capital
Georgia
$38K -$50.5K -992 -59%
CFD
2205
Creative Financial Designs
Indiana
$37.9K +$5.71K +112 +19%
WIA
2206
Wetzel Investment Advisors
Indiana
$37.7K
UCB
2207
United Community Bank
South Carolina
$37.6K -$544K -10,687 -94%
PCWA
2208
Pacific Capital Wealth Advisors
California
$37.2K +$1.02K +20 +3%
EWP
2209
Elevation Wealth Partners
California
$36.8K
HWM
2210
HighMark Wealth Management
Minnesota
$36.8K
PWA
2211
Provenance Wealth Advisors
Florida
$35.9K +$3.31K +65 +11%
GAG
2212
Goodman Advisory Group
Massachusetts
$35.1K
MWM
2213
Mascoma Wealth Management
New Hampshire
$35K
LJHT
2214
Laurie J. Hall Trustee
$33K -$45.8K -900 -60%
DWS
2215
Dynamic Wealth Strategies
California
$32K
TCM
2216
TruNorth Capital Management
Michigan
$31.6K +$29.6K +582 New
AAG
2217
Accordant Advisory Group
Maryland
$31.5K +$29.5K +580 New
DCM
2218
Davis Capital Management
Florida
$30.8K -$28.1K -552 -49%
BBPWM
2219
Blue Bell Private Wealth Management
Pennsylvania
$30.1K +$1.53K +30 +6%
W
2220
WealthCollab
Washington
$30K +$25.6K +502 +984%
OIAM
2221
OFI Invest Asset Management
France
$29.2K +$6.78K +133 +30%
LFA
2222
LGT Financial Advisors
Texas
$28.8K +$357 +7 +1%
LI
2223
Louisbourg Investments
New Brunswick, Canada
$28.7K -$28.7K -564 -52%
HC
2224
Hoese & Co
Minnesota
$28.3K
GWMI
2225
Guardian Wealth Management (Illinois)
Illinois
$28.3K +$255 +5 +1%