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Bristol-Myers Squibb

2,525 hedge funds and large institutions have $111B invested in Bristol-Myers Squibb in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,048 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
-63
Holders Change %
-2.43%
% of All Funds
40.41%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
1.09%
New
124
Increased
1,048
Reduced
1,007
Closed
136
Calls
$1.6B
Puts
$1.03B
Net Calls
+$568M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
2501
Lumature Wealth Partners
Georgia
$10.4K
BFA
2502
BBJS Financial Advisors
Washington
$8.88K +$69 +1 +0.8%
FFL
2503
Financial Freedom LLC
Ohio
$8.69K +$70 +1 +0.8%
FCA
2504
Fortis Capital Advisors
Kansas
$8.66K -$31.2K -450 -78%
FA
2505
Financial Avengers
California
$8.4K +$69 +1 +0.8%
RTL
2506
Red Tortoise LLC
Georgia
$8.04K -$4.57K -66 -36%
KA
2507
Kozak & Associates
Colorado
$7.44K +$69 +1 +0.9%
MFG
2508
Mendota Financial Group
Wisconsin
$7.3K
TAM
2509
Tucker Asset Management
Colorado
$7.14K +$485 +7 +7%
RBC
2510
Roble Belko & Company
Pennsylvania
$7K -$11.2K -160 -62%
HF
2511
Halpern Financial
Virginia
$6.93K -$6.93K -100 -50%
FGAM
2512
Financial Gravity Asset Management
Texas
$6.88K -$299 -3 -4%
HWP
2513
Highline Wealth Partners
California
$6.03K +$3.26K +47 +118%
IHWM
2514
Iron Horse Wealth Management
Iowa
$4.92K +$2.08K +30 +73%
ECM
2515
Everence Capital Management
Indiana
$4.37K -$378 -5,460 -8%
PS
2516
PayPay Securities
Japan
$3.88K -$2.98K -43 -43%
CCM
2517
Copeland Capital Management
Pennsylvania
$3K
FIA
2518
FNY Investment Advisers
New York
$3K
LFA
2519
Legend Financial Advisors
Pennsylvania
$2.29K
SWG
2520
Summit Wealth Group
Vermont
$2K +$2K +109,302 New
WA
2521
WestEnd Advisors
North Carolina
$1.94K -$1.8K -25 Closed
MIM
2522
Macroview Investment Management
Maryland
$1.73K
LWA
2523
Lowe Wealth Advisors
Maryland
$1.73K
UFF
2524
USA Financial Formulas
Michigan
$1.46K +$1.46K +21 New
TWP
2525
TFO Wealth Partners
Ohio
$1.39K +$1.32K +19 +1,900%