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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
Calamos Advisors
176
Calamos Advisors
Illinois
$35.8M -$668K -13,107 -2%
GC
177
Guggenheim Capital
Illinois
$35M +$5.44M +106,790 +20%
SCP
178
Seizert Capital Partners
Michigan
$34.9M +$7.21M +141,533 +28%
DCM
179
Donaldson Capital Management
Indiana
$34.7M +$1.71M +33,552 +6%
BAM
180
Berkshire Asset Management
Pennsylvania
$34.5M +$1.98M +38,921 +7%
AI
181
Ariel Investments
Illinois
$34.4M -$17.6M -345,635 -35%
Acadian Asset Management
182
Acadian Asset Management
Massachusetts
$33.6M +$13.7M +268,006 +76%
Natixis Advisors
183
Natixis Advisors
Massachusetts
$33.6M +$1.59M +31,147 +5%
BBVA
184
Banco Bilbao Vizcaya Argentaria
Spain
$33.2M +$1.4M +27,388 +5%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$33.1M +$7.29M +143,127 +31%
MCM
186
MAI Capital Management
Ohio
$33M +$1.92M +37,626 +7%
ORIO
187
Old Republic International (ORI)
Illinois
$33M
GLA
188
Great Lakes Advisors
Illinois
$33M -$33.2M -652,234 -52%
IMRF
189
Illinois Municipal Retirement Fund
Illinois
$32.8M -$501K -9,843 -2%
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$32.6M -$107M -2,100,837 -74%
USAA
191
United Services Automobile Association
Texas
$32.5M
VDI
192
Vaughan David Investments
Illinois
$32M +$62.3K +1,223 +0.2%
MHC
193
Meyer Handelman Company
New York
$31.8M -$1.28M -25,069 -4%
SO
194
STRS Ohio
Ohio
$31.7M -$3.28M -64,335 -10%
ASRS
195
Arizona State Retirement System
Arizona
$31.7M -$196K -3,849 -0.7%
Mackenzie Financial
196
Mackenzie Financial
Ontario, Canada
$31.6M -$1.45M -28,538 -5%
PGFC
197
Peapack-Gladstone Financial Corp
New Jersey
$31.4M -$1.19M -23,312 -4%
AM
198
AGF Management
Ontario, Canada
$31.3M -$886K -17,400 -3%
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$31.2M +$21.2M +415,984 +262%
Neuberger Berman Group
200
Neuberger Berman Group
New York
$30.2M -$125M -2,455,456 -82%