1,967 hedge funds and large institutions have $56.6B invested in IBM in 2020 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 847 increasing their positions, 784 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,967
Holders Change
-104
Holders Change %
-5.02%
% of All Funds
43.45%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.15%
New
142
Increased
847
Reduced
784
Closed
215
Calls
$1.48B
Puts
$1.72B
Net Calls
-$243M
Net Calls Change
+$469M
Name Holding Trade Value Shares
Change
Shares
Change %
RPAM
1676
Rhenman & Partners Asset Management
Sweden
$246K
MIM
1677
Miller Investment Management
Pennsylvania
$246K
11A
1678
10-15 Associates
New York
$245K -$184K -1,737 -43%
LCM
1679
LVM Capital Management
Michigan
$245K -$1.49K -14 -0.6%
Marshall Wace
1680
Marshall Wace
United Kingdom
$245K +$245K +2,314 New
IA
1681
Independence Advisors
Pennsylvania
$244K +$17.5K +165 +8%
BCP
1682
Berkeley Capital Partners
Georgia
$243K -$233K -2,197 -49%
IC
1683
Inscription Capital
Texas
$243K -$847 -8 -0.3%
SAM
1684
Secure Asset Management
Michigan
$243K +$7.63K +72 +3%
AWA
1685
Arkadios Wealth Advisors
Georgia
$241K +$10.7K +101 +5%
DC
1686
DeDora Capital
California
$240K +$3.08K +29 +1%
PAG
1687
Pinnacle Advisory Group
Maryland
$240K +$6.68K +63 +3%
MAM
1688
Madison Asset Management
Wisconsin
$240K +$240K +2,259 New
PB
1689
Pinnacle Bancorp
Nebraska
$239K +$2.75K +26 +1%
TTWM
1690
TCV Trust & Wealth Management
Virginia
$239K +$2.75K +26 +1%
DSN
1691
D. Scott Neal
Kentucky
$239K +$16.9K +159 +8%
ISWM
1692
Independent Solutions Wealth Management
New York
$239K +$36.5K +344 +18%
FFG
1693
Frisch Financial Group
New York
$238K -$28.9K -272 -11%
PAM
1694
Peak Asset Management
Colorado
$238K +$13.9K +131 +6%
SP
1695
Symmetry Partners
Connecticut
$236K -$411K -3,878 -64%
TA
1696
Tiedemann Advisors
New York
$236K -$191K -1,798 -45%
SFFS
1697
Stonehage Fleming Financial Services
Jersey
$236K
KFI
1698
Key Financial Inc
Pennsylvania
$235K -$21.8K -203 -9%
FA
1699
Faithward Advisors
Pennsylvania
$235K -$13.7K -129 -6%
SCA
1700
STALEY CAPITAL ADVISERS
Pennsylvania
$235K