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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 %
IAN
851
Integrated Advisors Network
Texas
$2.2M -$345K -5,942 -14%
TW
852
TrinityPoint Wealth
Connecticut
$2.2M +$64.6K +1,113 +3%
TCWM
853
Total Clarity Wealth Management
Illinois
$2.19M -$78K -1,344 -3%
MA
854
Mutual Advisors
Nebraska
$2.19M -$332K -5,721 -13%
HP
855
Hikari Power
Japan
$2.16M
IP
856
Intellectus Partners
California
$2.16M -$54.3K -935 -2%
TA
857
Townsend & Associates
Colorado
$2.15M -$83.7K -1,640 -4%
DAS
858
Dynamic Advisor Solutions
Arizona
$2.14M +$226K +3,893 +12%
EFM
859
Eley Financial Management
Vermont
$2.14M +$6.51K +112 +0.3%
BI
860
Berkeley Inc
Idaho
$2.14M -$471K -8,110 -18%
AMBIA
861
Allen Mooney & Barnes Investment Advisors
Georgia
$2.14M -$19.4K -334 -0.9%
CA
862
Corrado Advisors
New Jersey
$2.13M +$41.2K +710 +2%
CWM
863
Concentric Wealth Management
California
$2.12M +$44.7K +770 +2%
WSC
864
Wellington Shields & Co
New York
$2.12M +$813 +14 +0%
CAM
865
Cacti Asset Management
Georgia
$2.11M
ECM
866
Exchange Capital Management
Michigan
$2.11M -$80.9K -1,394 -4%
Koshinski Asset Management
867
Koshinski Asset Management
Illinois
$2.11M -$41.6K -717 -2%
LS
868
Leelyn Smith
Illinois
$2.1M +$37.8K +651 +2%
FC
869
FORA Capital
Florida
$2.1M -$2.58M -44,418 -55%
AA
870
Ancora Advisors
Ohio
$2.1M -$54.5K -939 -3%
SAM
871
Sompo Asset Management
Japan
$2.09M -$2.19M -37,790 -51%
MLM
872
Mount Lucas Management
Pennsylvania
$2.09M -$15.1K -261 -0.7%
IAA
873
Independent Advisor Alliance
North Carolina
$2.09M -$213K -3,670 -9%
GFA
874
Gifford Fong Associates
California
$2.08M
GIM
875
Guardian Investment Management
California
$2.08M +$11.6K +200 +0.6%