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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 %
TNBTD
601
Trustmark National Bank Trust Department
Mississippi
$5.45M -$1.82M -26,251 -25%
RBA
602
Richard Bernstein Advisors
New York
$5.44M
GWM
603
Geneos Wealth Management
Colorado
$5.41M -$612K -8,836 -10%
MPI
604
Mairs & Power Inc
Minnesota
$5.41M -$75K -1,082 -1%
PSP
605
Principal Street Partners
Tennessee
$5.4M +$154K +2,222 +3%
IC
606
IEQ Capital
California
$5.4M +$91.7K +1,323 +2%
NSIM
607
North Star Investment Management
Illinois
$5.35M +$96.2K +1,388 +2%
BHWA
608
Beacon Harbor Wealth Advisors
Virginia
$5.35M -$158K -2,280 -3%
Edgewood Management
609
Edgewood Management
Connecticut
$5.33M -$74.4K -1,074 -1%
AWM
610
Apollon Wealth Management
South Carolina
$5.25M +$8.66K +125 +0.2%
CA
611
Clearstead Advisors
Ohio
$5.24M -$7.07K -102 -0.1%
KRSITF
612
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.24M -$60.1K -867 -1%
EH
613
Equitable Holdings
New York
$5.22M +$123K +1,770 +2%
CCM
614
Canal Capital Management
Virginia
$5.21M +$148K +2,129 +3%
LDB
615
Lee, Danner & Bass
Tennessee
$5.2M -$13.2K -190 -0.3%
PI
616
Pettee Investors
Connecticut
$5.19M +$24.3K +350 +0.5%
RFM
617
Royal Fund Management
Florida
$5.17M +$691K +9,966 +15%
AAS
618
Avantax Advisory Services
Texas
$5.16M +$660K +9,529 +15%
BFM
619
Boothbay Fund Management
New York
$5.13M +$4.78M +68,956 +1,382%
ACM
620
Argyle Capital Management
Pennsylvania
$5.11M -$25.4K -366 -0.5%
WA
621
Wasatch Advisors
Utah
$5.09M +$693K +10,000 +16%
CCM
622
Coldstream Capital Management
Washington
$5.08M +$3.09M +44,530 +155%
VFM
623
Viking Fund Management
North Dakota
$5.06M +$2.29M +33,000 +83%
SWS
624
SYSTM Wealth Solutions
Illinois
$5.06M +$1.15M +16,536 +29%
EWM
625
Evercore Wealth Management
New York
$5.05M -$144K -2,071 -3%