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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
O
526
Ossiam
France
$4.78M +$1.08M +21,234 +32%
KCM
527
Kempner Capital Management
Texas
$4.77M +$951K +18,671 +27%
AG
528
AIA Group
Hong Kong
$4.76M +$1.62M +31,792 +57%
GAM
529
Griffin Asset Management
New York
$4.75M -$2.19K -43 -0%
NIM
530
NEOS Investment Management
Connecticut
$4.75M +$2.22M +43,663 +100%
DIA
531
Dean Investment Associates
Ohio
$4.74M +$848K +16,648 +24%
WA
532
Wasatch Advisors
Utah
$4.74M
WSFS
533
Wilmington Savings Fund Society
Delaware
$4.71M +$4.42M +86,772 New
DAM
534
Delta Asset Management
Tennessee
$4.68M +$453K +8,897 +11%
VIM
535
Vinva Investment Management
Australia
$4.63M +$292K +5,723 +7%
AF
536
Ally Financial
Michigan
$4.61M
AWA
537
Aaron Wealth Advisors
Illinois
$4.59M +$42.6K +837 +1%
XF
538
XML Financial
Maryland
$4.58M -$1.01M -19,829 -19%
MAWAG
539
Mid-American Wealth Advisory Group
Missouri
$4.58M +$314K +6,171 +8%
LCOV
540
London Company of Virginia
Virginia
$4.56M +$182K +3,564 +4%
TI
541
Tidal Investments
Wisconsin
$4.55M -$536K -10,529 -11%
SSI
542
Scott & Selber Inc
Texas
$4.51M -$74.5K -1,463 -2%
PIM
543
Plato Investment Management
Australia
$4.5M +$4.02M +78,830 +1,931%
NGA
544
Naples Global Advisors
Florida
$4.49M +$375K +7,365 +10%
MLICM
545
Metropolitan Life Insurance Company (MetLife)
New York
$4.45M -$38.6K -757 -0.9%
MCM
546
Mengis Capital Management
Oregon
$4.44M -$2.27M -44,525 -35%
GWM
547
Geneos Wealth Management
Colorado
$4.43M +$5.45K +107 +0.1%
HTI
548
Hikari Tsushin Inc
Japan
$4.4M
M
549
MOTCO
Texas
$4.4M -$33.2K -652 -0.8%
AWM
550
Apollon Wealth Management
South Carolina
$4.37M +$147K +2,895 +4%