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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
SC
351
Skylands Capital
Wisconsin
$10.2M +$490K +9,625 +5%
SMFG
352
Sumitomo Mitsui Financial Group
Japan
$10.2M +$526K +10,317 +6%
Envestnet Portfolio Solutions
353
Envestnet Portfolio Solutions
Illinois
$10.2M +$2.51M +49,342 +36%
EMPI
354
Elo Mutual Pension Insurance
Finland
$10.1M +$180K +3,528 +2%
BAM
355
Belpointe Asset Management
Nevada
$9.95M +$1.26M +24,803 +16%
HNB
356
Huntington National Bank
Ohio
$9.81M -$1.14M -22,411 -11%
MYIA
357
Mount Yale Investment Advisors
Colorado
$9.79M +$471K +9,238 +5%
KPWS
358
Kestra Private Wealth Services
Texas
$9.68M +$1.3M +25,541 +17%
AAA
359
Adams Asset Advisors
Texas
$9.66M +$97.8K +1,920 +1%
KWM
360
Kingsview Wealth Management
Oregon
$9.53M +$475K +9,317 +6%
OPERF
361
Oregon Public Employees Retirement Fund
Oregon
$9.43M -$8.86M -173,979 -50%
RT
362
Rockland Trust
Massachusetts
$9.41M +$211K +4,142 +2%
GIBU
363
Gulf International Bank (UK)
United Kingdom
$9.4M +$36.1K +709 +0.4%
ABC
364
Associated Banc-Corp
Wisconsin
$9.22M -$394K -7,741 -4%
1IA
365
1834 Investment Advisors
Wisconsin
$9.21M +$1.75M +34,336 +25%
Lido Advisors
366
Lido Advisors
California
$9.17M +$1.89M +37,046 +28%
EI
367
Ethic Inc
New York
$9.13M -$839K -16,479 -9%
CTC
368
Central Trust Company
Missouri
$9.07M -$586K -11,495 -6%
CAM
369
Claret Asset Management
Quebec, Canada
$9.07M +$1.08M +21,183 +15%
JPMIA
370
J.P. Marvel Investment Advisors
Massachusetts
$9.06M -$66.5K -1,305 -0.8%
TAF
371
Tredje AP-fonden
Sweden
$8.98M -$4.93M -96,800 -37%
CB
372
Cadence Bank
Mississippi
$8.96M +$14.8K +290 +0.2%
CFB
373
Cullen/Frost Bankers
Texas
$8.9M -$5.94M -116,578 -42%
SI
374
Stephens Inc
Arkansas
$8.89M +$3.03M +59,431 +57%
ACM
375
Advisors Capital Management
New Jersey
$8.87M +$1.31M +25,768 +19%