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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
Walleye Trading
426
Walleye Trading
New York
$6.62M -$3.69M -72,531 -37%
Credit Agricole
427
Credit Agricole
France
$6.61M +$3.6M +70,756 +107%
SA
428
SpiderRock Advisors
Delaware
$6.61M +$6.52M +128,047 New
WBC
429
Westpac Banking Corp
Australia
$6.58M +$573K +11,250 +10%
TAM
430
Tocqueville Asset Management
New York
$6.58M -$14K -275 -0.2%
SCM
431
Shelton Capital Management
Colorado
$6.53M -$285K -5,598 -4%
CIC
432
Canal Insurance Company
South Carolina
$6.51M
SAM
433
Securian Asset Management
Minnesota
$6.5M -$460K -9,021 -7%
TC
434
TownSquare Capital
Utah
$6.48M +$347K +6,806 +6%
ASN
435
Advisory Services Network
Georgia
$6.48M +$1.94M +38,163 +47%
SFA
436
Sequoia Financial Advisors
Ohio
$6.47M +$2.15M +42,244 +55%
ACIM
437
Azimuth Capital Investment Management
Michigan
$6.47M -$393K -7,724 -6%
JFG
438
Jefferies Financial Group
New York
$6.46M -$3.9M -76,577 -39%
SYBT
439
Stock Yards Bank & Trust
Kentucky
$6.45M -$61.7K -1,212 -1%
LSERS
440
Louisiana State Employees Retirement System
Louisiana
$6.42M -$234K -4,600 -4%
FCBT
441
First Citizens Bank & Trust
North Carolina
$6.42M +$1.86M +36,420 +44%
CAMG
442
CWA Asset Management Group
Florida
$6.37M +$4.69M +92,099 +362%
MGP
443
Metis Global Partners
California
$6.34M -$115K -2,251 -2%
A
444
Allianz
Germany
$6.32M +$5.94M +116,583 New
GI
445
GAMCO Investors
Connecticut
$6.32M -$99.7K -1,957 -2%
LGF
446
LGT Group Foundation
Liechtenstein
$6.29M -$8.5M -166,912 -59%
OTPPB
447
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.27M +$3.23M +63,399 +121%
JIC
448
Johnson Investment Counsel
Ohio
$6.23M -$229K -4,504 -4%
MCM
449
Marathon Capital Management
Maryland
$6.23M +$38K +746 +0.7%
IGAM
450
iA Global Asset Management
Quebec, Canada
$6.21M +$134K +2,623 +2%