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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
NAM
301
Nissay Asset Management
Japan
$13.6M -$467K -9,162 -4%
TB
302
Terril Brothers
Missouri
$13.3M -$66.5K -1,305 -0.5%
BCIM
303
British Columbia Investment Management
British Columbia, Canada
$13.2M +$167K +3,282 +1%
CLOS
304
Compagnie Lombard Odier SCmA
Switzerland
$13M +$8.94M +175,400 +270%
NI
305
Nepsis Inc
Minnesota
$12.8M +$1.53M +30,099 +15%
FTIS
306
First Trust Investment Solutions
Florida
$12.8M +$185K +3,633 +2%
ECM
307
Evergreen Capital Management
Washington
$12.8M +$826K +16,217 +7%
RFC
308
Regions Financial Corp
Alabama
$12.6M -$1.01M -19,875 -8%
CFIA
309
Cantor Fitzgerald Investment Advisors
New York
$12.5M -$148K -2,903 -1%
GH
310
GAM Holding
Switzerland
$12.5M -$377K -7,404 -3%
MIF
311
Mediolanum International Funds
Ireland
$12.5M +$11.9M +234,036 New
CWM
312
Circle Wealth Management
New Jersey
$12.4M +$50K +982 +0.4%
Fisher Asset Management
313
Fisher Asset Management
Washington
$12.2M +$118K +2,322 +1%
ZIM
314
Zacks Investment Management
Illinois
$12.1M +$10.5M +207,061 +1,245%
BCWM
315
Bartlett & Co Wealth Management
Ohio
$12.1M -$2.93M -57,567 -21%
Brown Advisory
316
Brown Advisory
Maryland
$12M -$117K -2,295 -1%
KAS
317
Kestra Advisory Services
Texas
$12M +$1.54M +30,297 +16%
MMA
318
Mizuho Markets Americas
New York
$11.9M +$11.2M +220,000 New
Rafferty Asset Management
319
Rafferty Asset Management
New York
$11.9M +$211K +4,148 +2%
OC
320
Oppenheimer & Co
New York
$11.9M +$1.35M +26,519 +14%
CAN
321
Cetera Advisor Networks
California
$11.8M +$345K +6,772 +3%
UM
322
UniSuper Management
Australia
$11.7M +$1.45M +28,373 +15%
CB
323
Community Bank
New York
$11.7M +$200K +3,928 +2%
FT
324
Fiduciary Trust
Massachusetts
$11.6M -$409K -8,036 -4%
Pathstone Holdings
325
Pathstone Holdings
New Jersey
$11.5M -$599K -11,765 -5%