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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
TCM
2301
Tributary Capital Management
Nebraska
$4.93K +$4.64K +91 New
ECM
2302
Everence Capital Management
Indiana
$4.52K
CAM
2303
ClariVest Asset Management
California
$4.32K +$1.78K +35 +78%
SA
2304
SRH Advisors
Kansas
$4.07K
SFA
2305
Semmax Financial Advisors
North Carolina
$3.95K +$51 +1 +1%
AP
2306
Aspect Partners
Virginia
$3.9K
WAS
2307
Winch Advisory Services
Wisconsin
$3.81K +$51 +1 +1%
HCA
2308
Heck Capital Advisors
Wisconsin
$3.8K
NC
2309
NewSquare Capital
Pennsylvania
$3.69K -$1.78K -35 -34%
CCA
2310
Criterion Capital Advisors
Tennessee
$3.69K +$3.46K +68 New
TCA
2311
Trifecta Capital Advisors
Illinois
$3.2K -$1.78K -35 -37%
UIA
2312
Ulland Investment Advisors
Minnesota
$3K
AGWCA
2313
Annis Gardner Whiting Capital Advisors
Florida
$2.81K -$1.94K -38 -42%
VWA
2314
Valued Wealth Advisors
Utah
$2.71K -$2.75K -54 -52%
CAM
2315
Costello Asset Management
Pennsylvania
$2.71K
HFS
2316
Horizon Financial Services
North Carolina
$2.71K +$2.55K +50 New
PS
2317
PayPay Securities
Japan
$2.66K -$306 -6 -11%
MAWCM
2318
Mine & Arao Wealth Creation & Management
California
$2.44K
NL
2319
NVWM LLC
Pennsylvania
$2.12K +$1.99K +39 New
POIA
2320
Pin Oak Investment Advisors
Texas
$2K
WA
2321
WestEnd Advisors
North Carolina
$1.79K +$51 +1 +3%
PCTC
2322
Perkins Coie Trust Company
Washington
$1.74K
GPFA
2323
Game Plan Financial Advisors
Ohio
$1.63K
CIAS
2324
CBIZ Investment Advisory Services
Ohio
$1.63K +$1.53K +30 New
TWP
2325
TFO Wealth Partners
Ohio
$1.08K -$1.12K -22 -52%