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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
GWM
2401
Greenwich Wealth Management
Connecticut
-$218K -4,016 Closed
APIM
2402
Agate Pass Investment Management
Washington
-$217K -4,000 Closed
FBFS
2403
First Business Financial Services
Wisconsin
-$217K -3,998 Closed
AMCA
2404
Arthur M. Cohen & Associates
Illinois
-$216K -3,990 Closed
WCF
2405
West Coast Financial
California
-$216K -3,983 Closed
FA
2406
Financial Advisors
Massachusetts
-$216K -3,979 Closed
SP
2407
Systematic Portfolios
New York
-$216K -3,974 Closed
GAA
2408
Guardian Asset Advisors
Pennsylvania
-$215K -3,972 Closed
FC
2409
Forte Capital
New York
-$215K -3,963 Closed
FFG
2410
Frisch Financial Group
New York
-$214K -3,947 Closed
FMTC
2411
Farmers & Merchants Trust Company
California
-$213K -3,935 Closed
PWC
2412
PYA Waltman Capital
Tennessee
-$213K -3,925 Closed
EWS
2413
Eagle Wealth Strategies
New Jersey
-$207K -3,912 Closed
JCM
2414
Jacobsen Capital Management
Utah
-$212K -3,910 Closed
TCMP
2415
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$211K -3,888 Closed
SRC
2416
Sage Rhino Capital
California
-$211K -3,884 Closed
ZF
2417
Zhang Financial
Michigan
-$211K -3,884 Closed
CVA
2418
Central Valley Advisors
California
-$211K -3,883 Closed
BWM
2419
Birchcreek Wealth Management
Ohio
-$210K -3,872 Closed
CWM
2420
Cahaba Wealth Management
Georgia
-$210K -3,872 Closed
IP
2421
Ignite Planners
California
-$205K -3,868 Closed
CAM
2422
Covenant Asset Management
New Jersey
-$209K -3,857 Closed
GWP
2423
Gateway Wealth Partners
Wisconsin
-$209K -3,854 Closed
AW
2424
Atlas Wealth
Ohio
-$208K -3,840 Closed
HTHT
2425
Hemenway Trust Hemenway Trust
New Hampshire
-$208K -3,835 Closed