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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
OSNBOA
2276
Old Second National Bank of Aurora
Illinois
$8.68K -$1.47M -28,934 -99%
RFG
2277
REAP Financial Group
Texas
$8.24K +$7.18K +141 +1,282%
MIA
2278
MeadowBrook Investment Advisors
Michigan
$8.13K -$16K -315 -68%
HWP
2279
Highline Wealth Partners
California
$8.13K
CAM
2280
Creekmur Asset Management
Illinois
$8.02K +$1.78K +35 +31%
A
2281
AlphaQuest
New York
$7.38K -$948K -18,602 -99%
MWA
2282
Moser Wealth Advisors
Washington
$7.32K +$6.88K +135 New
BFA
2283
BBJS Financial Advisors
Washington
$7.24K +$51 +1 +0.8%
SHIM
2284
Stone House Investment Management
Pennsylvania
$7.17K +$6.72K +132 New
FFL
2285
Financial Freedom LLC
Ohio
$7.07K +$51 +1 +0.8%
GGI
2286
Godsey & Gibb Inc
Virginia
$6.78K -$15.3K -300 -71%
FA
2287
Financial Avengers
California
$6.69K +$51 +1 +0.8%
KFS
2288
Kelly Financial Services
Massachusetts
$6.19K +$51 +1 +0.9%
IHWM
2289
Iron Horse Wealth Management
Iowa
$6.13K +$1.78K +35 +45%
FGAM
2290
Financial Gravity Asset Management
Texas
$6.11K -$16K -314 -73%
FRA
2291
Frank Rimerman Advisors
California
$6.07K
AFS
2292
Annapolis Financial Services
Maryland
$5.75K -$4.08K -80 -43%
OLVIG
2293
Oliver Lagore Vanvalin Investment Group
Michigan
$5.69K -$51 -1 -0.9%
GPI
2294
General Partner Inc
Pennsylvania
$5.48K -$76.4K -1,500 -94%
MFG
2295
Mendota Financial Group
Wisconsin
$5.42K
PPWM
2296
PFG Private Wealth Management
Florida
$5.42K
GC
2297
Gould Capital
Washington
$5.42K +$5.09K +100 New
RBC
2298
Roble Belko & Company
Pennsylvania
$5K
VF
2299
VitalStone Financial
Texas
$5K
KA
2300
Kozak & Associates
Colorado
$5K +$153 +3 +3%