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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
DDC
2351
DF Dent & Co
Maryland
-$242K -4,456 Closed
M
2352
Mirova
France
-$241K -4,452 Closed
AA
2353
Auxano Advisors
Washington
-$241K -4,448 Closed
FSA
2354
Financial Security Advisor
Virginia
-$241K -4,439 Closed
AWA
2355
Authentikos Wealth Advisory
California
-$240K -4,431 Closed
PCA
2356
Prosperity Capital Advisors
Ohio
-$240K -4,431 Closed
FFA
2357
Fragasso Financial Advisors
Pennsylvania
-$239K -4,404 Closed
CWP
2358
CFM Wealth Partners
Texas
-$239K -4,401 Closed
GWCM
2359
Godshalk Welsh Capital Management
Pennsylvania
-$239K -4,400 Closed
MWM
2360
Mattern Wealth Management
Kansas
-$239K -4,400 Closed
EF
2361
Exeter Financial
Arizona
-$226K -4,396 Closed
TWM
2362
Thrive Wealth Management
Pennsylvania
-$238K -4,396 Closed
LC
2363
Lavaca Capital
Texas
-$238K -4,395 Closed
DIM
2364
Delta Investment Management
California
-$238K -4,383 Closed
VA
2365
Valmark Advisers
Ohio
-$237K -4,374 Closed
HP
2366
Hyperion Partners
Pennsylvania
-$237K -4,368 Closed
FFB
2367
First Financial Bankshares
Texas
-$235K -4,340 Closed
SPWM
2368
Schrum Private Wealth Management
Florida
-$235K -4,335 Closed
EFG
2369
Everhart Financial Group
Ohio
-$235K -4,333 Closed
EBT
2370
Enterprise Bank & Trust
Massachusetts
-$234K -4,316 Closed
HC
2371
Hourglass Capital
Texas
-$234K -4,307 Closed
CG
2372
CFO4Life Group
Texas
-$233K -4,300 Closed
KAM
2373
KEB Asset Management
Illinois
-$233K -4,300 Closed
SAM
2374
SignalPoint Asset Management
Missouri
-$233K -4,297 Closed
AA
2375
Apriem Advisors
California
-$233K -4,291 Closed