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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
IPAM
401
ICICI Prudential Asset Management
India
$7.46M +$2.67M +52,500 +62%
GIM
402
Goelzer Investment Management
Indiana
$7.45M -$71K -1,393 -1%
CI Investments Inc
403
CI Investments Inc
Ontario, Canada
$7.36M +$1.4M +27,438 +25%
MC
404
Muhlenkamp & Co
Pennsylvania
$7.32M +$167K +3,285 +2%
AAMU
405
APG Asset Management US
New York
$7.32M -$2.61M -51,204 -27%
AAM
406
Advisors Asset Management
Colorado
$7.27M +$2.17M +42,509 +46%
KFP
407
Keystone Financial Planning
Ohio
$7.26M +$553K +10,858 +9%
CFLC
408
California First Leasing Corp
California
$7.2M
PSP
409
Principal Street Partners
Tennessee
$7.14M +$2.86M +56,188 +69%
HIMCH
410
Hartford Investment Management Co (HIMCO)
Connecticut
$7.13M -$282K -5,533 -4%
CT
411
Cambridge Trust
Massachusetts
$7.12M -$11.6M -226,978 -63%
VPIM
412
Vanguard Personalized Indexing Management
California
$7.05M -$580K -11,388 -8%
BIA
413
Biondo Investment Advisors
Pennsylvania
$7.05M +$233K +4,583 +4%
MAM
414
Meeder Asset Management
Ohio
$7.04M +$3.28M +64,433 +99%
Kovitz Investment Group Partners
415
Kovitz Investment Group Partners
Illinois
$7.03M +$518K +10,163 +9%
BG
416
Bollard Group
Massachusetts
$6.99M +$144K +2,819 +2%
JC
417
Jacobs & Co
California
$6.96M +$51.7K +1,014 +0.8%
AAIM
418
American Assets Investment Management
California
$6.89M
APF
419
Alaska Permanent Fund
Alaska
$6.89M -$6.23M -122,211 -49%
AG
420
Advocate Group
Minnesota
$6.87M +$840K +16,497 +15%
NA
421
NewEdge Advisors
Louisiana
$6.82M +$107K +2,101 +2%
HEIP
422
Hudson Edge Investment Partners
New Jersey
$6.74M +$431K +8,469 +7%
ClearBridge Investments
423
ClearBridge Investments
New York
$6.73M -$91.7K -1,800 -1%
WF
424
Welch & Forbes
Massachusetts
$6.72M -$601K -11,796 -9%
Thrivent Financial for Lutherans
425
Thrivent Financial for Lutherans
Minnesota
$6.72M -$4.5M -88,420 -42%