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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
SIG
2426
Sargent Investment Group
Maryland
-$295K -5,741 Closed
KI
2427
Kapitalo Investimentos
Brazil
-$294K -5,737 Closed
AC
2428
AXQ Capital
New Jersey
-$292K -5,700 Closed
AA
2429
AlphaQ Advisors
Florida
-$281K -5,473 Closed
AC
2430
Allstate Corporation
Illinois
-$280K -5,460 Closed
OMC
2431
Overbrook Management Corp
New York
-$271K -5,290 Closed
BC
2432
Bridgefront Capital
Texas
-$268K -5,215 Closed
CCM
2433
Crew Capital Management
Ohio
-$267K -5,195 Closed
PTC
2434
Petrus Trust Company
Texas
-$265K -5,157 Closed
DTL
2435
Dynamic Technology Lab
Singapore
-$259K -5,049 Closed
CST
2436
Charles Schwab Trust
Nevada
-$258K -5,021 Closed
SAM
2437
Secure Asset Management
Michigan
-$254K -4,956 Closed
BFA
2438
Brendel Financial Advisors
New Hampshire
-$253K -4,922 Closed
ISWM
2439
Independent Solutions Wealth Management
New York
-$252K -4,920 Closed
BDWCC
2440
B&D White Capital Company
Texas
-$243K -4,730 Closed
CWG
2441
Crown Wealth Group
North Carolina
-$239K -4,651 Closed
WF
2442
Wayfinding Financial
Washington
-$238K -4,642 Closed
GCA
2443
Gradient Capital Advisors
California
-$233K -4,534 Closed
MPW
2444
Monterey Private Wealth
California
-$232K -4,527 Closed
PWPS
2445
Pinnacle Wealth Planning Services
Ohio
-$227K -4,422 Closed
IA
2446
IFG Advisory
Georgia
-$227K -4,418 Closed
SRL
2447
Scientech Research LLC
New Jersey
-$225K -4,393 Closed
GDP
2448
Great Diamond Partners
Maine
-$224K -4,372 Closed
OCBCO
2449
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$223K -4,343 Closed
IFPG
2450
Intrepid Financial Planning Group
Indiana
-$220K -4,281 Closed