We are live on ! Find out more
BMY icon

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
AT
2226
Avalon Trust
New Mexico
$28.3K
CPG
2227
Cornerstone Planning Group
New Jersey
$27.7K -$7.69K -151 -19%
Twin Tree Management
2228
Twin Tree Management
Texas
$27.3K +$25.6K +503 New
FGA
2229
Fortis Group Advisors
New Jersey
$27.1K -$177K -3,484 -87%
CIR
2230
Clear Investment Research
Georgia
$27.1K
FPF
2231
First Pacific Financial
Washington
$27.1K
ETS
2232
ESL Trust Services
New York
$27.1K +$25.5K +500 New
FIM
2233
Fernwood Investment Management
Massachusetts
$27.1K +$25.5K +500 New
FPFS
2234
First Personal Financial Services
North Carolina
$26.8K
PP
2235
PFS Partners
New Jersey
$26.2K
KFP
2236
Keener Financial Planning
Texas
$26K
TCM
2237
Tanaka Capital Management
New York
$26K
CWM
2238
Cedar Wealth Management
California
$25.7K
VAG
2239
VisionPoint Advisory Group
Texas
$23K +$3.31K +65 +18%
DF
2240
DecisionPoint Financial
Arizona
$22.6K -$33.2K -652 -56%
AWM
2241
Abound Wealth Management
Tennessee
$22K -$14.6K -287 -41%
VWWMG
2242
Vermillion & White Wealth Management Group
Pennsylvania
$22K
KIG
2243
Kessler Investment Group
Indiana
$21.7K
NCM
2244
Northwest Capital Management
Oregon
$21.7K
PCM
2245
Palouse Capital Management
Washington
$21.7K +$20.4K +400 New
CIA
2246
Cape Investment Advisory
Georgia
$20.2K +$5.14K +101 +37%
CA
2247
Centerpoint Advisors
Massachusetts
$20K
RDIA
2248
RE Dickinson Investment Advisors
Iowa
$19K
JAM
2249
JCIC Asset Management
Ontario, Canada
$18.4K
IWP
2250
IAG Wealth Partners
Wisconsin
$18.2K