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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
SHFA
2451
SC&H Financial Advisors
Maryland
-$219K -4,274 Closed
BFAG
2452
Blackston Financial Advisory Group
Florida
-$219K -4,267 Closed
PAIM
2453
Punch & Associates Investment Management
Minnesota
-$218K -4,247 Closed
BAM
2454
Blueshift Asset Management
New Jersey
-$216K -4,214 Closed
MW
2455
MBL Wealth
North Carolina
-$215K -4,193 Closed
BOSSRA
2456
B.O.S.S. Retirement Advisors
Utah
-$213K -4,142 Closed
PWM
2457
PBMares Wealth Management
Virginia
-$212K -4,141 Closed
NPT
2458
Nixon Peabody Trust
Massachusetts
-$208K -4,054 Closed
MWA
2459
Meridian Wealth Advisors
Texas
-$208K -4,050 Closed
PL
2460
Parthenon LLC
Kentucky
-$206K -4,023 Closed
IWA
2461
IVC Wealth Advisors
Pennsylvania
-$205K -4,000 Closed
GA
2462
Greytown Advisors
Florida
-$202K -3,938 Closed
ACM
2463
AUA Capital Management
Pennsylvania
-$202K -3,937 Closed
KTA
2464
Keeley-Teton Advisors
Illinois
-$201K -3,927 Closed
TI
2465
Truepoint Inc
Ohio
-$202K -3,927 Closed
MGAM
2466
McGowan Group Asset Management
Texas
-$201K -3,916 Closed
FCM
2467
Firestone Capital Management
Florida
-$200K -3,903 Closed
XS
2468
XR Securities
Illinois
-$200K -3,902 Closed
RFA
2469
Resurgent Financial Advisors
Georgia
-$179K -3,489 Closed
A
2470
AJOVista
Massachusetts
-$153K -2,981 Closed
IWA
2471
Icon Wealth Advisors
Texas
-$144K -2,809 Closed
DEM
2472
Disciplined Equity Management
Florida
-$132K -2,581 Closed
IUHSA
2473
Itau Unibanco Holding S.A.
Brazil
-$123K -2,388 Closed
CM
2474
Caption Management
Oklahoma
-$118K -2,300 Closed
GWS
2475
Glassman Wealth Services
Virginia
-$117K -2,271 Closed