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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.1B -$616M -12,092,663 -6%
BlackRock
2
BlackRock
New York
$8.82B -$282M -5,542,685 -3%
State Street
3
State Street
Massachusetts
$4.97B +$108M +2,124,904 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$4.82B -$62.9M -1,234,151 -1%
Capital International Investors
5
Capital International Investors
California
$3.81B +$442M +8,675,322 +14%
Charles Schwab
6
Charles Schwab
California
$2.91B +$2.16B +42,354,249 +373%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.31B -$2.41M -47,264 -0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.23B +$82.9M +1,627,500 +4%
Norges Bank
9
Norges Bank
Norway
$1.75B +$93.7M +1,838,521 +6%
Morgan Stanley
10
Morgan Stanley
New York
$1.59B -$1.5B -29,493,332 -50%
Primecap Management
11
Primecap Management
California
$1.26B -$13.3M -260,971 -1%
Northern Trust
12
Northern Trust
Illinois
$1.25B -$51.2M -1,005,958 -4%
Bank of America
13
Bank of America
North Carolina
$1.13B +$8.38M +164,532 +0.8%
Ameriprise
14
Ameriprise
Minnesota
$1.07B -$407M -7,980,437 -29%
Invesco
15
Invesco
Georgia
$914M +$63.8M +1,253,027 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$906M -$16.1M -315,737 -2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$903M -$15.7M -308,453 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$892M -$12.6M -248,254 -1%
Dodge & Cox
19
Dodge & Cox
California
$882M +$3.4M +66,757 +0.4%
Goldman Sachs
20
Goldman Sachs
New York
$866M -$19.8M -387,977 -2%
IFP
21
Independent Franchise Partners
United Kingdom
$762M -$1.06M -20,786 -0.1%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$680M +$278M +5,461,767 +77%
Pzena Investment Management
23
Pzena Investment Management
New York
$667M +$341M +6,701,097 +120%
UBS AM
24
UBS AM
Illinois
$661M +$35.5M +696,680 +6%
Franklin Resources
25
Franklin Resources
California
$628M +$113M +2,214,847 +24%