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Bristol-Myers Squibb

2,372 hedge funds and large institutions have $91B invested in Bristol-Myers Squibb in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 774 increasing their positions, 1,182 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,372
Holders Change
-92
Holders Change %
-3.73%
% of All Funds
37.82%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.67%
New
118
Increased
774
Reduced
1,182
Closed
180
Calls
$2.31B
Puts
$1.8B
Net Calls
+$506M
Net Calls Change
+$74.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
776
Private Trust Company
Ohio
$2.71M -$167K -2,883 -6%
LG
777
LaFleur & Godfrey
Michigan
$2.71M -$3.71M -63,855 -58%
WAP
778
Wealthcare Advisory Partners
Pennsylvania
$2.71M -$81.5K -1,405 -3%
SAM
779
Selway Asset Management
$2.7M -$161K -2,780 -6%
BWAM
780
Boyd Watterson Asset Management
Ohio
$2.7M -$176K -3,040 -6%
KCM
781
Kendall Capital Management
Maryland
$2.68M +$59.3K +1,022 +2%
CWM
782
CMH Wealth Management
New Hampshire
$2.67M -$529K -9,107 -17%
LCM
783
Logan Capital Management
Pennsylvania
$2.66M +$7.72K +133 +0.3%
OIA
784
OneDigital Investment Advisors
Kansas
$2.65M +$63.6K +1,096 +2%
CAM
785
Cubic Asset Management
Massachusetts
$2.65M -$251K -4,317 -9%
PWM
786
Perigon Wealth Management
California
$2.64M -$598K -10,299 -18%
MFG
787
Merit Financial Group
Georgia
$2.64M -$55.1K -949 -2%
CCT
788
Chemung Canal Trust
New York
$2.62M -$362K -6,242 -12%
WS
789
Wedbush Securities
California
$2.62M +$106K +1,830 +4%
TFA
790
Transamerica Financial Advisors
Florida
$2.62M -$225K -3,876 -8%
QFA
791
Quattro Financial Advisors
Texas
$2.61M +$2.61M +45,000 New
HWM
792
Hohimer Wealth Management
Washington
$2.6M -$149K -2,565 -5%
AWM
793
Axxcess Wealth Management
California
$2.59M +$1.47M +25,403 +133%
JCM
794
Jacobi Capital Management
Pennsylvania
$2.58M +$64.3K +1,107 +3%
RWA
795
Ropes Wealth Advisors
Massachusetts
$2.57M -$519K -8,943 -17%
CRIG
796
Charter Research & Investment Group
Connecticut
$2.57M -$76.9K -1,325 -3%
BCM
797
Birmingham Capital Management
Alabama
$2.56M -$34.8K -600 -1%
FM
798
Foster & Motley
Ohio
$2.56M -$253K -4,360 -9%
NSEDCP
799
NJ State Employees Deferred Compensation Plan
New Jersey
$2.55M
AT
800
Arvest Trust
Oklahoma
$2.54M -$39.6K -683 -2%