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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
SAA
2251
Southeast Asset Advisors
Georgia
-$416K -7,678 Closed
HTIM
2252
Harbour Trust & Investment Management
Indiana
-$398K -7,348 Closed
RWM
2253
RKL Wealth Management
Pennsylvania
-$394K -7,269 Closed
SWMG
2254
Sanchez Wealth Management Group
Florida
-$382K -7,049 Closed
DAM
2255
Draper Asset Management
New York
-$371K -6,999 Closed
RWA
2256
Redhawk Wealth Advisors
Minnesota
-$378K -6,976 Closed
EIP
2257
Ellis Investment Partners
Pennsylvania
-$378K -6,973 Closed
AAM
2258
Aureus Asset Management
Massachusetts
-$375K -6,922 Closed
BL
2259
Balentine LLC
Georgia
-$374K -6,901 Closed
IIM
2260
InTrack Investment Management
Vermont
-$370K -6,831 Closed
BMO
2261
Beck Mack & Oliver
New York
-$369K -6,797 Closed
AGA
2262
Arkos Global Advisors
Texas
-$368K -6,791 Closed
WG
2263
Winton Group
United Kingdom
-$367K -6,771 Closed
AO
2264
Advisor OS
Illinois
-$362K -6,679 Closed
FWA
2265
FSM Wealth Advisors
Ohio
-$361K -6,661 Closed
AIA
2266
Angeles Investment Advisors
California
-$361K -6,659 Closed
Q
2267
QVR
California
-$358K -6,610 Closed
DG
2268
DMC Group
Alabama
-$358K -6,597 Closed
LOPW
2269
Live Oak Private Wealth
North Carolina
-$354K -6,529 Closed
BCM
2270
BlueCrest Capital Management
Jersey
-$345K -6,364 Closed
TFG
2271
Tilson Financial Group
New Jersey
-$344K -6,344 Closed
FOA
2272
Five Oceans Advisors
California
-$341K -6,288 Closed
DP
2273
Dearborn Partners
Illinois
-$337K -6,218 Closed
PAMG
2274
Patton Albertson Miller Group
Tennessee
-$332K -6,120 Closed
APW
2275
Austin Private Wealth
Texas
-$317K -6,070 Closed