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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 %
KLCM
1126
KG&L Capital Management
Louisiana
$1.25M -$236K -4,061 -16%
WP
1127
WealthSource Partners
California
$1.25M -$149K -2,572 -11%
FUBT
1128
First United Bank & Trust
Maryland
$1.25M -$22.6K -390 -2%
HIA
1129
Harvest Investment Advisors
Florida
$1.25M +$21.1K +364 +2%
ESB
1130
Essex Savings Bank
Connecticut
$1.24M -$7.49K -129 -0.6%
GIP
1131
Granite Investment Partners
California
$1.23M -$11.6K -200 -0.9%
SIM
1132
Sterling Investment Management
Arizona
$1.23M -$20.3K -350 -2%
BIAS
1133
Beacon Investment Advisory Services
New Jersey
$1.23M -$34.8K -600 -3%
EIA
1134
Edgemoor Investment Advisors
Maryland
$1.23M
CFMC
1135
Curbstone Financial Management Corp
New Hampshire
$1.23M
PGWM
1136
Parisi Gray Wealth Management
New Jersey
$1.23M +$57.5K +990 +5%
RMAM
1137
Raab & Moskowitz Asset Management
New Jersey
$1.22M -$144K -2,488 -11%
EM
1138
Excalibur Management
Massachusetts
$1.22M +$67.4K +1,161 +6%
CW
1139
Connectus Wealth
Ohio
$1.22M +$86.2K +1,485 +8%
MSR
1140
Main Street Research
Connecticut
$1.22M
CWS
1141
Confluence Wealth Services
Pennsylvania
$1.21M +$85.3K +1,470 +8%
MWM
1142
Mission Wealth Management
California
$1.21M -$92.2K -1,589 -7%
MJRIC
1143
Mogy Joel R Investment Counsel
California
$1.21M -$580K -10,000 -32%
MA
1144
Montag & Associates
Georgia
$1.21M -$27.6K -475 -2%
CHC
1145
City Holding Co
West Virginia
$1.2M -$82.4K -1,419 -6%
OWM
1146
Opes Wealth Management
California
$1.2M +$7.2K +124 +0.6%
CWM
1147
Chesapeake Wealth Management
Virginia
$1.2M -$30.3K -522 -2%
MGIA
1148
Moneta Group Investment Advisors
Missouri
$1.2M -$241K -4,159 -17%
IIM
1149
Ipswich Investment Management
Massachusetts
$1.2M -$148K -2,550 -11%
AWA
1150
Alta Wealth Advisors
Massachusetts
$1.19M -$91.4K -1,575 -7%