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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
DADC
251
D.A. Davidson & Co
Montana
$20.5M +$4.03M +79,035 +26%
UIM
252
USS Investment Management
United Kingdom
$20.4M +$1M +19,675 +6%
CIBC World Market
253
CIBC World Market
Ontario, Canada
$20.4M +$10.4M +204,960 +120%
PP
254
Prudential plc
United Kingdom
$20.2M +$5.87M +115,189 +45%
T
255
TOBAM
France
$19.6M -$8.67M -170,184 -32%
SSA
256
Schonfeld Strategic Advisors
New York
$19.5M +$6.8M +133,435 +59%
PDM
257
Penn Davis McFarland
Texas
$19.5M -$206K -4,044 -1%
CNB
258
Czech National Bank
Czech Republic
$19.4M +$80.6K +1,583 +0.4%
AL
259
Arnhold LLC
New York
$19.3M +$1.88M +36,890 +12%
OAM
260
Oppenheimer Asset Management
New York
$19.3M -$965K -18,939 -5%
URS
261
Utah Retirement Systems
Utah
$19.1M -$10.2K -200 -0.1%
TRSOTSOK
262
Teachers Retirement System of the State of Kentucky
Kentucky
$18.9M -$10.7M -210,509 -38%
GAM
263
Gotham Asset Management
New York
$18.8M +$4.43M +87,060 +34%
DnB Asset Management
264
DnB Asset Management
Norway
$18.2M -$9.76M -191,690 -36%
JGUA
265
John G. Ullman & Associates
New York
$18.1M -$1.4M -27,549 -8%
DIA
266
Dana Investment Advisors
Wisconsin
$18M +$918K +18,026 +6%
IG
267
ING Group
Netherlands
$17.5M -$8.44M -165,741 -34%
NYLIM
268
New York Life Investment Management
New York
$17.2M -$578K -11,350 -3%
CGH
269
Crossmark Global Holdings
Texas
$17.2M +$1.36M +26,696 +9%
BC
270
Blackhill Capital
New Jersey
$17.1M -$2.89M -56,800 -15%
ProShare Advisors
271
ProShare Advisors
Maryland
$16.9M -$384K -7,530 -2%
Citadel Advisors
272
Citadel Advisors
Florida
$16.9M -$136M -2,674,467 -90%
AAMU
273
AEGON Asset Management (UK)
United Kingdom
$16.9M -$2.88M -56,522 -15%
SC
274
Scotia Capital
Ontario, Canada
$16.3M +$3.29M +64,493 +27%
AGA
275
Altrinsic Global Advisors
Connecticut
$16.1M -$991K -19,457 -6%