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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
LWM
2401
Laidlaw Wealth Management
New York
-$479K -9,342 Closed
DA
2402
DCM Advisors
New York
-$470K -9,158 Closed
GA
2403
Goldstein Advisors
Wisconsin
-$466K -9,090 Closed
ACM
2404
AlphaStar Capital Management
North Carolina
-$437K -8,524 Closed
RAG
2405
RIA Advisory Group
Iowa
-$433K -8,436 Closed
GBWM
2406
Granite Bay Wealth Management
New Hampshire
-$430K -8,190 Closed
GCM
2407
Gallacher Capital Management
Colorado
-$403K -7,857 Closed
CFA
2408
CWS Financial Advisors
Michigan
-$399K -7,774 Closed
PE
2409
Point72 Europe
United Kingdom
-$398K -7,759 Closed
PAS
2410
Point72 Asia (Singapore)
Singapore
-$371K -7,224 Closed
Financial Engines Advisors
2411
Financial Engines Advisors
California
-$366K -7,124 Closed
AFT
2412
Alpha Family Trust
California
-$365K -7,110 Closed
GCIM
2413
Gunn & Company Investment Management
Florida
-$363K -7,069 Closed
WA
2414
Waddell & Associates
Tennessee
-$373K -7,055 Closed
GIS
2415
Grayhawk Investment Strategies
Alberta, Canada
-$329K -6,405 Closed
AP
2416
Appleton Partners
Massachusetts
-$326K -6,358 Closed
RPWA
2417
Regent Peak Wealth Advisors
Georgia
-$322K -6,278 Closed
MG
2418
Marex Group
-$320K -6,242 Closed
RZH
2419
Relyea Zuckerberg Hanson
Connecticut
-$309K -6,015 Closed
BIA
2420
Bigelow Investment Advisors
Maine
-$308K -6,005 Closed
FNWA
2421
Financial Network Wealth Advisors
Utah
-$308K -5,994 Closed
CBB
2422
Citizens Business Bank
California
-$306K -5,970 Closed
FPCP
2423
Fort Point Capital Partners
California
-$302K -5,881 Closed
GCAC
2424
Guardian Capital Advisors (Canada)
Ontario, Canada
-$300K -5,800 Closed
IDBONY
2425
Israel Discount Bank of New York
New York
-$297K -5,784 Closed