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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
TWD
2251
True Wealth Design
Ohio
$17.2K +$1.17K +23 +8%
KWAG
2252
Kiely Wealth Advisory Group
North Carolina
$17K +$1.73K +34 +10%
PA
2253
Pineridge Advisors
Missouri
$16.9K +$5.04K +99 +46%
HCM
2254
Hollencrest Capital Management
California
$16.5K
HI
2255
Hoey Investments
Pennsylvania
$16.3K -$10.7K -211 -41%
BSWA
2256
Bromfield Sneider Wealth Advisors
Massachusetts
$15.1K
FCT
2257
First Community Trust
Iowa
$14.2K -$10.2K -200 -43%
BEI
2258
Benjamin Edwards Inc
Missouri
$14K +$8.56K +168 +175%
MWA
2259
Miller Wealth Advisors
Colorado
$13.8K +$153 +3 +1%
SFFS
2260
Stonehage Fleming Financial Services
Jersey
$13.5K +$9.93K +195 New
DCP
2261
Distillate Capital Partners
Illinois
$13.4K +$1.99K +39 +19%
DF
2262
Dunhill Financial
United Kingdom
$13.3K +$1.48K +29 +13%
DWM
2263
Dogwood Wealth Management
Kansas
$12.5K +$153 +3 +1%
RG
2264
Retirement Group
California
$12.4K
APW
2265
Acima Private Wealth
Virginia
$10.8K
FWA
2266
FSC Wealth Advisors
New York
$10.8K
GWSA
2267
Global Wealth Strategies & Associates
Colorado
$10.8K
CJH
2268
Christopher J. Hasenberg
Wisconsin
$10.3K +$9.68K +190 New
VL
2269
Vima LLC
Michigan
$10.3K
FMP
2270
Financial Management Professionals
Texas
$10K -$4.13K -81 -30%
OAJ
2271
Ogorek Anthony Joseph
New York
$10K
RTL
2272
Red Tortoise LLC
Georgia
$9.44K +$8.86K +174 New
DPW
2273
DiNuzzo Private Wealth
Pennsylvania
$9.11K
TAM
2274
Tucker Asset Management
Colorado
$9.11K +$1.38K +27 +19%
IA
2275
IFS Advisors
Kansas
$9.06K