We are live on ! Find out more
BMY icon

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
JWWM
2226
Johnson & White Wealth Management
Pennsylvania
-$642K -11,833 Closed
RGI
2227
River Global Investors
United Kingdom
-$620K -11,431 Closed
BPCE
2228
Bank Pictet & Cie (Europe)
Germany
-$610K -11,250 Closed
CBFP
2229
Cedar Brook Financial Partners
Ohio
-$610K -11,250 Closed
VFPI
2230
Vantage Financial Partners (Illinois)
Illinois
-$565K -10,425 Closed
PMSA
2231
Patrick M. Sweeney & Associates
Illinois
-$549K -10,125 Closed
SCI
2232
Silver Coast Investments
United States
-$547K -10,081 Closed
CP
2233
Coho Partners
Pennsylvania
-$544K -10,040 Closed
EFG
2234
Embree Financial Group
Illinois
-$541K -9,969 Closed
WFM
2235
Wolff Financial Management
Michigan
-$540K -9,950 Closed
NP
2236
Nilsine Partners
Colorado
-$528K -9,739 Closed
OFS
2237
OneAscent Financial Services
Alabama
-$523K -9,653 Closed
CAG
2238
Csenge Advisory Group
Florida
-$514K -9,484 Closed
FFM
2239
Fullerton Fund Management
Singapore
-$510K -9,408 Closed
CA
2240
CoreCap Advisors
Michigan
-$495K -9,126 Closed
CT
2241
ClearAlpha Technologies
Connecticut
-$493K -9,083 Closed
SIA
2242
Strategic Investment Advisors
Michigan
-$486K -8,971 Closed
HA
2243
HC Advisors
Georgia
-$483K -8,898 Closed
MWA
2244
Monograph Wealth Advisors
California
-$480K -8,850 Closed
SCM
2245
Stonehearth Capital Management
Massachusetts
-$478K -8,808 Closed
AI
2246
AdvisorShares Investments
Maryland
-$472K -8,699 Closed
CBTWT
2247
Community Bank & Trust (Waco, Texas)
Texas
-$454K -8,378 Closed
FIC
2248
FCG Investment Company
Tennessee
-$445K -8,212 Closed
AC
2249
ASB Consultores
Florida
-$445K -8,200 Closed
KFA
2250
Kelleher Financial Advisors
New York
-$422K -7,783 Closed