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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
PR
2426
Payden & Rygel
California
-$206K -3,800 Closed
PRIG
2427
Payden & Rygel Investment Group
California
-$206K -3,800 Closed
LSA
2428
L & S Advisors
California
-$205K -3,780 Closed
KA
2429
Kercheville Advisors
Texas
-$205K -3,778 Closed
KA
2430
Kearns & Associates
California
-$204K -3,770 Closed
AWAP
2431
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$201K -3,707 Closed
SRIM
2432
Saratoga Research & Investment Management
California
-$201K -3,704 Closed
MA
2433
MJP Associates
Connecticut
-$201K -3,702 Closed
SCM
2434
SKBA Capital Management
California
-$201K -3,700 Closed
DI
2435
DAGCO Inc
Ohio
-$193K -3,550 Closed
EC
2436
EntryPoint Capital
New York
-$190K -3,501 Closed
HCMG
2437
Howard Capital Management Group
California
-$188K -3,475 Closed
PVH
2438
Psagot Value Holdings
Israel
-$184K -3,398 Closed
NIC
2439
Northwest Investment Counselors
Oregon
-$162K -2,995 Closed
GFL
2440
Granite FO LLC
New Hampshire
-$127K -2,596 Closed
NCTC
2441
New Covenant Trust Company
Indiana
-$132K -2,433 Closed
GC
2442
Garde Capital
Washington
-$121K -2,248 Closed
FFWA
2443
FRG Family Wealth Advisors
Washington
-$70.1K -1,596 Closed
LF
2444
LifeSteps Financial
California
-$83.1K -1,532 Closed
FFWM
2445
Future Financial Wealth Management
Ohio
-$82.7K -1,525 Closed
HIM
2446
Hillsdale Investment Management
Ontario, Canada
-$75.6K -1,394 Closed
IRAG
2447
Investment Research & Advisory Group
Georgia
-$63.4K -1,170 Closed
BHWM
2448
Bay Harbor Wealth Management
Maryland
-$51.4K -947 Closed
GCM
2449
Gladius Capital Management
Illinois
-$39.4K -727 Closed
DCM
2450
Davis Capital Management
Florida
-$30.8K -582 Closed