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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 %
GVAG
1301
Great Valley Advisor Group
Delaware
$904K -$76.2K -1,313 -8%
KCM
1302
KRS Capital Management
Michigan
$904K -$49.6K -855 -5%
CBOR
1303
Community Bank of Raymore
Missouri
$900K
CPIG
1304
Chicago Partners Investment Group
Illinois
$900K -$9.24K -165 -1%
IP
1305
Investment Partners
Ohio
$900K +$71K +1,224 +9%
DAC
1306
Dividend Assets Capital
South Carolina
$896K -$238K -4,099 -21%
FA
1307
Fountainhead AM
New Jersey
$893K -$25.1K -432 -3%
CIM
1308
CIM Investment Management
Pennsylvania
$889K -$19.4K -334 -2%
WWA
1309
WCG Wealth Advisors
Nevada
$887K -$833K -12,910 -48%
BTW
1310
Boston Trust Walden
Massachusetts
$886K +$44.7K +771 +5%
RIA
1311
Richwood Investment Advisors
Ohio
$885K -$7.84K -135 -0.9%
MCCA
1312
Mill Creek Capital Advisors
Pennsylvania
$884K -$98.7K -1,701 -10%
NCM
1313
NCM Capital Management
New Jersey
$883K -$4.93K -85 -0.6%
PWG
1314
Portside Wealth Group
Utah
$883K +$16.8K +290 +2%
LHC
1315
Little House Capital
Massachusetts
$882K +$82.1K +1,414 +10%
XWM
1316
Xcel Wealth Management
Florida
$880K -$840K -14,471 -49%
JWM
1317
Jeppson Wealth Management
California
$880K -$115K -1,980 -12%
AIM
1318
Athena Investment Management
California
$877K
MSS
1319
Mitchell Sinkler & Starr
Pennsylvania
$871K +$129K +2,230 +17%
BMCM
1320
Black Maple Capital Management
Wisconsin
$871K +$580K +10,000 +200%
PMG
1321
ProVise Management Group
Florida
$869K -$59.6K -1,026 -6%
RWM
1322
Ritholtz Wealth Management
New York
$867K -$355K -6,110 -29%
AI
1323
Accredited Investors
Minnesota
$866K -$45.2K -779 -5%
CCMG
1324
Clark Capital Management Group
Pennsylvania
$866K -$88.2K -1,519 -9%
CT
1325
Coastline Trust
Rhode Island
$865K -$185K -3,180 -18%