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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
KIC
2201
Kensington Investment Counsel
California
-$1.31M -24,248 Closed
DPIM
2202
Duff & Phelps Investment Management
Illinois
-$1.27M -23,480 Closed
BG
2203
Bellevue Group
Switzerland
-$1.27M -23,436 Closed
DWM
2204
Dynasty Wealth Management
Florida
-$1.26M -23,324 Closed
MTC
2205
Matrix Trust Company
Colorado
-$1.18M -21,793 Closed
SIM
2206
Sterling Investment Management
Arizona
-$1.1M -20,343 Closed
CWM
2207
Campbell Wealth Management
Virginia
-$1.08M -19,921 Closed
BHA
2208
Beech Hill Advisors
New York
-$1.04M -19,118 Closed
HIC
2209
Hartline Investment Corp
Illinois
-$1.04M -19,099 Closed
NL
2210
NWAM LLC
Washington
-$845K -18,700 Closed
CIP
2211
Convergence Investment Partners
Florida
-$901K -16,614 Closed
CBOR
2212
Community Bank of Raymore
Missouri
-$841K -15,515 Closed
CCWM
2213
Correct Capital Wealth Management
Missouri
-$820K -15,120 Closed
SAM
2214
Sawgrass Asset Management
Florida
-$798K -14,717 Closed
DS
2215
DRW Securities
Illinois
-$791K -14,585 Closed
IPW
2216
Impact Partnership Wealth
Georgia
-$790K -14,561 Closed
WWA
2217
WCG Wealth Advisors
Nevada
-$779K -14,356 Closed
MHS
2218
M Holdings Securities
Oregon
-$778K -14,351 Closed
WCA
2219
Waratah Capital Advisors
Ontario, Canada
-$772K -14,237 Closed
BAM
2220
Bosun Asset Management
Illinois
-$744K -13,716 Closed
SIA
2221
Schechter Investment Advisors
Michigan
-$725K -13,374 Closed
TW
2222
Trajan Wealth
Arizona
-$698K -12,878 Closed
SSA
2223
Sierra Summit Advisors
Nevada
-$682K -12,567 Closed
ACM
2224
Ategra Capital Management
Virginia
-$669K -12,342 Closed
EFMC
2225
Empire Financial Management Company
New York
-$648K -11,940 Closed