2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Shares
Change %
MRCM
1101
M&R Capital Management
New Jersey
$953K -$151K -1,256 -14%
TCOT
1102
Trust Company of Toledo
Ohio
$953K -$49.5K -411 -5%
BCA
1103
Bay Colony Advisors
Massachusetts
$952K -$25.7K -214 -3%
FG
1104
Fiduciary Group
Georgia
$949K +$18.1K +157 +2%
RMA
1105
Roffman Miller Associates
Pennsylvania
$946K -$291K -2,421 -24%
FSA
1106
Franklin Street Advisors
North Carolina
$946K +$25.3K +210 +3%
BWP
1107
Baldwin Wealth Partners
Massachusetts
$941K -$9.39K -78 -1%
CWM
1108
Curi Wealth Management
North Carolina
$940K +$940K +7,819 New
SIC
1109
Salem Investment Counselors
North Carolina
$938K +$23.8K +198 +3%
NNP
1110
Nachman Norwood & Parrott
South Carolina
$938K +$35K +291 +4%
JCM
1111
Jag Capital Management
Missouri
$937K +$14.4K +120 +2%
FTDI
1112
First Trust Direct Indexing
Massachusetts
$936K +$936K +7,775 New
MSE
1113
MUFG Securities EMEA
United Kingdom
$933K -$973K -8,091 -51%
MCIA
1114
Mountain Capital Investment Advisors
Colorado
$925K -$468K -3,805 -34%
VLKIM
1115
Van Lanschot Kempen Investment Management
Netherlands
$924K -$284K -2,361 -24%
LSPW
1116
Lake Street Private Wealth
Illinois
$923K +$69.2K +575 +8%
ICG
1117
InterOcean Capital Group
Tennessee
$920K +$920K +7,643 New
FBT
1118
First Bankers Trust
Kentucky
$919K -$12.6K -105 -1%
BAM
1119
Brave Asset Management
New Jersey
$919K -$3.13K -26 -0.3%
MMHP
1120
Murphy Middleton Hinkle & Parker
Georgia
$919K +$94.1K +782 +11%
CPC
1121
Congress Park Capital
New York
$917K +$160K +1,333 +21%
HCM
1122
Harvey Capital Management
Florida
$913K -$1.79M -14,874 -66%
EWA
1123
EP Wealth Advisors
California
$913K +$913K +7,589 New
DHFB
1124
Dixon Hubard Feinour & Brown
Virginia
$905K
CFGS
1125
Concourse Financial Group Securities
Alabama
$901K -$45K -374 -5%