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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
SWS
601
SYSTM Wealth Solutions
Illinois
$3.59M -$400K -7,851 -11%
TNBTD
602
Trustmark National Bank Trust Department
Mississippi
$3.58M -$1.22M -23,937 -27%
ACM
603
Argyle Capital Management
Pennsylvania
$3.55M +$42.5K +834 +1%
Verition Fund Management
604
Verition Fund Management
Connecticut
$3.54M -$1.44M -28,312 -30%
ERIC
605
Eagle Rock Investment Company
Georgia
$3.52M +$804K +15,778 +32%
QP
606
Quilter Plc
United Kingdom
$3.5M +$1.01M +19,750 +44%
NMIMC
607
Northwestern Mutual Investment Management Company
Wisconsin
$3.5M +$8.2K +161 +0.2%
TPCW
608
TD Private Client Wealth
New York
$3.47M +$1.82M +35,725 +126%
LA
609
Lifeworks Advisors
Michigan
$3.46M +$470K +9,217 +17%
TIM
610
Thor Investment Management
Ohio
$3.46M +$847K +16,626 +35%
UH
611
Unigestion Holding
Switzerland
$3.44M -$8.32M -163,420 -72%
BFG
612
Bleakley Financial Group
New Jersey
$3.43M +$407K +7,994 +14%
RFM
613
Royal Fund Management
Florida
$3.43M +$61.2K +1,202 +2%
SW
614
Simplicity Wealth
New Jersey
$3.43M +$3.22M +63,191 New
FHB
615
First Hawaiian Bank
Hawaii
$3.42M -$761K -14,933 -19%
CI
616
CX Institutional
Indiana
$3.42M -$1.3M -25,546 -29%
Kayne Anderson Rudnick Investment Management
617
Kayne Anderson Rudnick Investment Management
California
$3.4M -$128K -2,516 -4%
AP
618
Arlington Partners
Alabama
$3.39M +$3.08M +60,558 +3,066%
WSTAM
619
Wilbanks Smith & Thomas Asset Management
Virginia
$3.38M +$232K +4,562 +8%
CIC
620
Cornercap Investment Counsel
Georgia
$3.35M -$89.1K -1,750 -3%
JCM
621
Jacobi Capital Management
Pennsylvania
$3.35M +$864K +16,969 +38%
BFS
622
Bradley Foster & Sargent
Connecticut
$3.34M -$325K -6,376 -9%
MPM
623
MBB Public Markets
Illinois
$3.32M -$2.28M -44,748 -42%
PP
624
Pacifica Partners
Canada
$3.32M -$33.5K -658 -1%
VCA
625
Verdence Capital Advisors
Maryland
$3.32M +$946K +18,564 +44%