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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
CBA
2301
Coastal Bridge Advisors
Connecticut
-$283K -5,221 Closed
LC
2302
LCNB Corp
Ohio
-$283K -5,211 Closed
SWM
2303
Stockman Wealth Management
Montana
-$282K -5,199 Closed
DFG
2304
Demars Financial Group
Washington
-$279K -5,153 Closed
FNBOMD
2305
First National Bank of Mount Dora
Florida
-$279K -5,137 Closed
GAM
2306
Gemmer Asset Management
California
-$276K -5,082 Closed
NJBEST
2307
New Jersey Better Educational Savings Trust
New Jersey
-$275K -5,074 Closed
TFCP
2308
Twin Focus Capital Partners
Massachusetts
-$274K -5,054 Closed
AFA
2309
AA Financial Advisors
Ohio
-$273K -5,031 Closed
PHIC
2310
Pine Haven Investment Counsel
Massachusetts
-$273K -5,026 Closed
FCIM
2311
Fairview Capital Investment Management
California
-$271K -5,000 Closed
SMA
2312
Sage Mountain Advisors
Georgia
-$270K -4,974 Closed
WDC
2313
Woodward Diversified Capital
California
-$267K -4,931 Closed
BWM
2314
BKM Wealth Management
Wisconsin
-$267K -4,924 Closed
FA
2315
Faithward Advisors
Pennsylvania
-$265K -4,894 Closed
SMA
2316
Seven Mile Advisory
New Jersey
-$265K -4,881 Closed
FFN
2317
Focus Financial Network
Minnesota
-$236K -4,880 Closed
DA
2318
Dover Advisors
Virginia
-$262K -4,828 Closed
MAWA
2319
Moss Adams Wealth Advisors
Washington
-$261K -4,813 Closed
GFP
2320
Gryphon Financial Partners
Ohio
-$258K -4,765 Closed
CPC
2321
Congress Park Capital
New York
-$258K -4,750 Closed
LIA
2322
LS Investment Advisors
Michigan
-$258K -4,750 Closed
FBB
2323
Fulton Breakefield Broenniman
Maryland
-$257K -4,738 Closed
FA
2324
Fagan Associates
New York
-$256K -4,727 Closed
LCWP
2325
Legacy Capital Wealth Partners
Arkansas
-$333K -4,726 Closed