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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
FWIA
76
Fort Washington Investment Advisors
Ohio
$139M +$953K +18,716 +0.7%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$139M -$2.41M -47,319 -2%
Axa
78
Axa
France
$136M +$7.93M +155,632 +7%
CGPCS
79
Capital Group Private Client Services
California
$135M +$88.7M +1,741,288 +232%
Principal Financial Group
80
Principal Financial Group
Iowa
$132M +$677K +13,282 +0.5%
LPL Financial
81
LPL Financial
California
$132M +$27.2M +533,070 +28%
First Trust Advisors
82
First Trust Advisors
Illinois
$130M -$148M -2,907,449 -55%
EPFB
83
Employees Provident Fund Board
Malaysia
$129M +$32.2M +632,530 +36%
DC
84
Davenport & Co
Virginia
$129M +$11M +215,717 +10%
US Bancorp
85
US Bancorp
Minnesota
$128M -$6.13M -120,242 -5%
Bank Julius Baer & Co
86
Bank Julius Baer & Co
Switzerland
$127M +$38.9M +764,320 +48%
AQR Capital Management
87
AQR Capital Management
Connecticut
$126M +$12.6M +246,701 +12%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$125M -$15.8M -310,467 -12%
BNP Paribas Asset Management
89
BNP Paribas Asset Management
France
$123M -$8.74M -171,481 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
90
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$122M -$36.7M -721,046 -24%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$121M +$14.1M +276,010 +14%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$117M -$390K -7,656 -0.4%
SAM
93
Storebrand Asset Management
Norway
$105M +$7.36M +144,416 +8%
SOMRS
94
State of Michigan Retirement System
Michigan
$104M +$66.2M +1,300,400 +208%
Stifel Financial
95
Stifel Financial
Missouri
$104M +$17.7M +346,705 +22%
Allianz Asset Management
96
Allianz Asset Management
Germany
$103M +$9.03M +177,293 +10%
Man Group
97
Man Group
United Kingdom
$99.1M -$18.7M -367,843 -17%
Los Angeles Capital Management
98
Los Angeles Capital Management
California
$98.2M -$5.19M -101,964 -5%
DLA
99
Douglas Lane & Associates
New York
$95.9M +$2.29M +45,030 +3%
Lazard Asset Management
100
Lazard Asset Management
New York
$93.9M +$30M +588,799 +52%