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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
ML
2326
McAdam LLC
Pennsylvania
-$256K -4,722 Closed
EFI
2327
EHP Funds Inc
Canada
-$255K -4,700 Closed
LIM
2328
Lathrop Investment Management
Arkansas
-$255K -4,697 Closed
SFA
2329
Seneca Financial Advisors
New York
-$254K -4,687 Closed
BFG
2330
Beacon Financial Group
Texas
-$254K -4,685 Closed
HI
2331
Human Investing
Oregon
-$254K -4,683 Closed
I
2332
INVST
Indiana
-$248K -4,680 Closed
CCA
2333
Childress Capital Advisors
Texas
-$254K -4,679 Closed
LPAM
2334
Lodestar Private Asset Management
California
-$252K -4,654 Closed
BAM
2335
BOS Asset Management
Illinois
-$252K -4,640 Closed
CP
2336
Canopy Partners
Ohio
-$252K -4,638 Closed
WCG
2337
Weaver Consulting Group
California
-$251K -4,632 Closed
SCA
2338
Sandy Cove Advisors
Massachusetts
-$250K -4,615 Closed
PGIM
2339
Pacific Global Investment Management
California
-$249K -4,598 Closed
RCM
2340
RB Capital Management
Nevada
-$249K -4,592 Closed
KWA
2341
Kellett Wealth Advisors
Ohio
-$248K -4,579 Closed
OKSA
2342
O'Keefe Stevens Advisory
New York
-$248K -4,570 Closed
WP
2343
Waycross Partners
Kentucky
-$247K -4,557 Closed
WCM
2344
Wedge Capital Management
North Carolina
-$247K -4,554 Closed
WFI
2345
West Family Investments
California
-$245K -4,511 Closed
TCM
2346
Towercrest Capital Management
Pennsylvania
-$244K -4,505 Closed
HFAS
2347
Hummer Financial Advisory Services
Illinois
-$244K -4,500 Closed
CA
2348
Carson Advisory
Georgia
-$244K -4,499 Closed
VCM
2349
Vivaldi Capital Management
Illinois
-$202K -4,490 Closed
WC
2350
Wynn Capital
Georgia
-$243K -4,475 Closed