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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
OWM
2276
OneAscent Wealth Management
Alabama
-$325K -5,992 Closed
SSWM
2277
Strait & Sound Wealth Management
California
-$287K -5,841 Closed
BWM
2278
BCS Wealth Management
Tennessee
-$315K -5,813 Closed
FWM
2279
Focused Wealth Management
New York
-$312K -5,746 Closed
GIP
2280
Granite Investment Partners
California
-$311K -5,732 Closed
CC
2281
Callan Capital
California
-$310K -5,718 Closed
DAC
2282
Dividend Assets Capital
South Carolina
-$309K -5,694 Closed
GAM
2283
Grandview Asset Management
Pennsylvania
-$308K -5,687 Closed
SFG
2284
SNS Financial Group
Minnesota
-$307K -5,658 Closed
AWM
2285
Accurate Wealth Management
Florida
-$275K -5,612 Closed
AWAG
2286
ARS Wealth Advisors Group
Florida
-$302K -5,564 Closed
SQA
2287
Simon Quick Advisors
New Jersey
-$301K -5,558 Closed
PPW
2288
Parcion Private Wealth
Washington
-$300K -5,534 Closed
MFG
2289
Magnus Financial Group
New York
-$297K -5,476 Closed
RA
2290
Riversedge Advisors
Delaware
-$292K -5,388 Closed
DM
2291
Deerfield Management
New York
-$291K -5,370 Closed
MIC
2292
Meridian Investment Counsel
California
-$289K -5,332 Closed
MCM
2293
Maple Capital Management
Vermont
-$287K -5,299 Closed
SSW
2294
Smith Shellnut Wilson
Mississippi
-$287K -5,299 Closed
SW
2295
SlateStone Wealth
Florida
-$287K -5,295 Closed
DWA
2296
Delap Wealth Advisory
Oregon
-$286K -5,280 Closed
AP
2297
Americana Partners
Texas
-$285K -5,263 Closed
KCPG
2298
Kavar Capital Partners Group
Kansas
-$285K -5,253 Closed
AC
2299
Abbrea Capital
California
-$284K -5,245 Closed
VFA
2300
Voya Financial Advisors
Connecticut
-$278K -5,224 Closed