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Bristol-Myers Squibb

2,346 hedge funds and large institutions have $80.8B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 666 increasing their positions, 1,206 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,346
Holders Change
-26
Holders Change %
-1.1%
% of All Funds
34.39%
Holding in Top 10
24
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-42.86%
% of All Funds
0.35%
New
249
Increased
666
Reduced
1,206
Closed
238
Calls
$1.7B
Puts
$1.2B
Net Calls
+$495M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FVCM
401
F&V Capital Management
Florida
$7.89M +$11.3K +220 +0.1%
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$7.89M +$4.21K +82 +0.1%
KPWS
403
Kestra Private Wealth Services
Texas
$7.85M +$672K +13,098 +9%
NAM
404
NorthCrest Asset Manangement
Minnesota
$7.69M -$620K -12,082 -7%
CGIM
405
Capital Group Investment Management
Singapore
$7.68M -$7.99M -155,746 -51%
FCI
406
Financial Counselors Inc
Kansas
$7.64M -$174K -3,386 -2%
EAM
407
Erste Asset Management
Austria
$7.63M +$246K +4,798 +3%
CAM
408
Claret Asset Management
Quebec, Canada
$7.5M +$607K +11,839 +9%
JMFC
409
J.M. Forbes & Co
Massachusetts
$7.48M +$49.1K +956 +0.7%
TAIM
410
Te Ahumairangi Investment Management
New Zealand
$7.48M -$805K -15,685 -10%
HIMC
411
Heritage Investors Management Corp
Maryland
$7.46M -$104K -2,022 -1%
VPIM
412
Vanguard Personalized Indexing Management
California
$7.25M +$2.42M +47,067 +50%
BBA
413
Baader Bank Aktiengesellschaft
Germany
$7.25M +$151K +2,961 +2%
CCM
414
Cutter Capital Management
New York
$7.18M +$7.18M +140,000 New
GIM
415
Goelzer Investment Management
Indiana
$7.12M -$31.7K -617 -0.4%
Envestnet Portfolio Solutions
416
Envestnet Portfolio Solutions
Illinois
$7.11M +$3.14M +61,119 +79%
ACM
417
Advisors Capital Management
New Jersey
$7.07M -$187K -3,649 -3%
HIMCH
418
Hartford Investment Management Co (HIMCO)
Connecticut
$7.03M -$342K -6,661 -5%
Bessemer Group
419
Bessemer Group
New Jersey
$7.02M +$2.19M +42,674 +45%
Wealthfront Advisers
420
Wealthfront Advisers
California
$7M -$338K -6,593 -5%
WF
421
Welch & Forbes
Massachusetts
$6.96M -$766K -14,928 -10%
1IA
422
1834 Investment Advisors
Wisconsin
$6.96M -$343K -6,682 -5%
RIM
423
Redwood Investment Management
Arizona
$6.96M +$6.51M +126,893 +1,464%
TCM
424
Tufton Capital Management
Maryland
$6.9M -$297K -5,788 -4%
SEC
425
Seven Eight Capital
New York
$6.9M +$4.12M +80,225 +148%