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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
CPL
2376
CAP Partners LLC
Tennessee
-$233K -4,290 Closed
MKC
2377
M. Kraus & Co
Vermont
-$232K -4,279 Closed
IA
2378
Insight Advisors
Pennsylvania
-$232K -4,271 Closed
TIA
2379
Tiemann Investment Advisors
California
-$232K -4,271 Closed
AFG
2380
Atomi Financial Group
New York
-$231K -4,264 Closed
CWM
2381
Connecticut Wealth Management
Connecticut
-$231K -4,264 Closed
PIA
2382
Perennial Investment Advisors
California
-$231K -4,260 Closed
HCM
2383
Hutchinson Capital Management
California
-$231K -4,255 Closed
ES
2384
Eagle Strategies
New York
-$230K -4,237 Closed
LWM
2385
Liberty Wealth Management
California
-$229K -4,217 Closed
CGH
2386
CMG Global Holdings
Texas
-$229K -4,214 Closed
WFA
2387
WestHill Financial Advisors
California
-$228K -4,206 Closed
DWM
2388
Dechtman Wealth Management
Colorado
-$228K -4,201 Closed
D
2389
Diversified
Delaware
-$228K -4,197 Closed
WA1
2390
Wimmer Associates 1
California
-$227K -4,180 Closed
SHA
2391
Seneca House Advisors
Virginia
-$226K -4,165 Closed
CSPAM
2392
Cary Street Partners Asset Management
Virginia
-$225K -4,140 Closed
MIA
2393
MainStreet Investment Advisors
Illinois
-$224K -4,129 Closed
QPW
2394
Quantum Private Wealth
Florida
-$224K -4,124 Closed
MWM
2395
Merriman Wealth Management
Washington
-$224K -4,123 Closed
BA
2396
Bristlecone Advisors
Washington
-$223K -4,117 Closed
GIM
2397
Greylin Investment Management
Virginia
-$223K -4,115 Closed
KCM
2398
Kathmere Capital Management
Pennsylvania
-$222K -4,096 Closed
WAG
2399
Winthrop Advisory Group
Massachusetts
-$221K -4,077 Closed
PCP
2400
Proficio Capital Partners
Massachusetts
-$219K -4,031 Closed