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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
HCMT
576
Highland Capital Management (Tennessee)
Tennessee
$3.89M -$37.8K -742 -1%
DT
577
Diversified Trust
Tennessee
$3.88M +$1.58M +31,015 +77%
NB
578
Norinchukin Bank
Japan
$3.87M -$52.1K -1,023 -1%
IEFM
579
IQ EQ Fund Management
Ireland
$3.86M
IC
580
IEQ Capital
California
$3.82M +$588K +11,546 +20%
HAIM
581
Hunter Associates Investment Management
Pennsylvania
$3.8M +$245K +4,807 +7%
AAS
582
Avantax Advisory Services
Texas
$3.79M +$119K +2,336 +3%
HWM
583
HB Wealth Management
Georgia
$3.79M +$227K +4,451 +7%
MBTD
584
Mechanics Bank - Trust Department
California
$3.78M -$83.6K -1,642 -2%
CK
585
Cohen Klingenstein
New York
$3.76M
WAS
586
Wesleyan Assurance Society
United Kingdom
$3.76M
SIC
587
Sigma Investment Counselors
Michigan
$3.76M -$99.3K -1,950 -3%
SFI
588
Siemens Fonds Invest
Germany
$3.73M -$157K -3,090 -4%
HCM
589
Hudson Capital Management
New Jersey
$3.71M +$338K +6,641 +11%
PI
590
Pettee Investors
Connecticut
$3.71M -$175K -3,445 -5%
VCM
591
Versant Capital Management
Arizona
$3.71M -$46.8K -918 -1%
GF
592
Gries Financial
Ohio
$3.69M +$1.34M +26,338 +63%
GI
593
GLOBALT Investments
Georgia
$3.68M -$84.9K -1,667 -2%
WAOTB
594
Wealth Advisors of Tampa Bay
Florida
$3.66M +$271K +5,315 +9%
KRSITF
595
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.64M -$272K -5,341 -7%
RWP
596
RWA Wealth Partners
Massachusetts
$3.63M -$85.9K -1,686 -2%
RCM
597
Radnor Capital Management
Pennsylvania
$3.62M -$8.61K -169 -0.3%
FB
598
Fulton Bank
Pennsylvania
$3.61M +$1.06M +20,846 +46%
HW
599
Hamilton Wealth
California
$3.61M +$1.75M +34,284 +106%
AIS
600
AM Investment Strategies
Tennessee
$3.6M +$47.1K +924 +1%