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Bristol-Myers Squibb

2,346 hedge funds and large institutions have $80.8B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 666 increasing their positions, 1,206 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,346
Holders Change
-26
Holders Change %
-1.1%
% of All Funds
34.39%
Holding in Top 10
24
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-42.86%
% of All Funds
0.35%
New
249
Increased
666
Reduced
1,206
Closed
238
Calls
$1.7B
Puts
$1.2B
Net Calls
+$495M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CBOR
1251
Community Bank of Raymore
Missouri
$796K
CCA
1252
Checchi Capital Advisers
California
$795K -$445K -8,668 -36%
WT
1253
Washington Trust
Rhode Island
$793K +$45.9K +894 +6%
FCB
1254
First County Bank
Connecticut
$793K -$27.3K -533 -3%
PFS
1255
Physicians Financial Services
North Carolina
$790K -$87.3K -1,700 -10%
CIM
1256
CIM Investment Management
Pennsylvania
$786K
SIA
1257
Schechter Investment Advisors
Michigan
$785K -$582K -11,351 -43%
MPM
1258
Meritage Portfolio Management
Kansas
$785K -$2.76M -53,868 -78%
PWA
1259
Providence Wealth Advisors
Illinois
$784K -$2.81M -21,194 -78%
HVIA
1260
Hudson Valley Investment Advisors
New York
$783K -$115K -2,225 -13%
LSPW
1261
Lake Street Private Wealth
Illinois
$782K -$61K -1,188 -7%
BFWA
1262
Benchmark Financial Wealth Advisors
Florida
$782K -$38.2K -745 -5%
DFG
1263
Demars Financial Group
Washington
$772K -$3.21M -62,519 -81%
MCCA
1264
Mill Creek Capital Advisors
Pennsylvania
$772K -$9.8K -191 -1%
BMCM
1265
Black Maple Capital Management
Wisconsin
$770K
HNWAG
1266
High Net Worth Advisory Group
Florida
$769K -$201K -3,920 -21%
CPA
1267
Court Place Advisors
Maryland
$767K -$171K -3,339 -18%
AI
1268
Accredited Investors
Minnesota
$767K +$1.75K +34 +0.2%
CWP
1269
Capital Wealth Planning
Florida
$767K -$276K -5,379 -26%
AIM
1270
Athena Investment Management
California
$766K -$9.95K -194 -1%
BTW
1271
Boston Trust Walden
Massachusetts
$765K -$17.5K -342 -2%
BAM
1272
Bosun Asset Management
Illinois
$765K +$92.6K +1,805 +14%
IP
1273
Investment Partners
Ohio
$763K -$31.9K -622 -4%
SC
1274
Saybrook Capital
North Carolina
$763K
CL
1275
CSS LLC
Illinois
$759K -$257K -5,000 -25%