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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 %
BWL
576
Bogart Wealth LLC
Virginia
$5.98M +$526K +7,593 +10%
CCM
577
Callodine Capital Management
Massachusetts
$5.89M +$347K +5,000 +6%
EVM
578
Evelyn V. Moreno
$5.89M +$600K +8,657 +11%
HTC
579
Haverford Trust Company
Pennsylvania
$5.84M -$21.3K -308 -0.4%
TCM
580
Twin Capital Management
Pennsylvania
$5.82M -$720K -10,392 -11%
BCM
581
BTC Capital Management
Iowa
$5.8M +$2.03M +29,576 +54%
SWA
582
Stratos Wealth Advisors
Ohio
$5.78M +$44.6K +644 +0.8%
MYIA
583
Mount Yale Investment Advisors
Colorado
$5.77M +$176K +2,541 +3%
FA
584
Financial Advantage
Maryland
$5.76M +$5.89K +85 +0.1%
VLC
585
Van Leeuwen & Company
New Jersey
$5.72M -$60.3K -870 -1%
WAS
586
Wesleyan Assurance Society
United Kingdom
$5.71M
Bessemer Group
587
Bessemer Group
New Jersey
$5.7M -$539K -7,781 -9%
API
588
Advisor Partners II
California
$5.69M -$197K -2,837 -3%
SBH
589
Segall Bryant & Hamill
Illinois
$5.67M -$48.5K -700 -0.8%
NEAM
590
New England Asset Management
Connecticut
$5.65M -$337K -4,865 -6%
ACM
591
Aquatic Capital Management
Illinois
$5.65M -$13.3M -191,300 -70%
HAI
592
Hennessy Advisors Inc
California
$5.64M -$111K -1,600 -2%
HTI
593
Hikari Tsushin Inc
Japan
$5.62M
SCP
594
Shorepoint Capital Partners
Massachusetts
$5.61M -$257K -3,705 -4%
SPC
595
Sigma Planning Corp
Michigan
$5.54M -$159K -2,289 -3%
WG
596
Welch Group
Alabama
$5.49M +$253K +3,655 +5%
V
597
Veritable
Delaware
$5.49M +$414K +5,974 +8%
HCMT
598
Highland Capital Management (Tennessee)
Tennessee
$5.47M -$36K -520 -0.7%
KA
599
Kintegral Advisory
New York
$5.47M -$294K -4,240 -5%
ACP
600
Aviance Capital Partners
Florida
$5.47M +$36.6K +528 +0.7%