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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 %
WC
1351
Westhampton Capital
North Carolina
$809K
MWC
1352
MBM Wealth Consultants
Missouri
$807K +$142K +2,521 +21%
LCM
1353
LVM Capital Management
Michigan
$807K -$29K -500 -3%
WPC
1354
Wedmont Private Capital
Pennsylvania
$805K +$9.57K +169 +1%
TYCC
1355
Texas Yale Capital Corp
Florida
$800K -$7.55K -130 -0.9%
CA
1356
Cornerstone Advisory
Maryland
$800K -$26.6K -458 -3%
HR
1357
Howe & Rusling
New York
$793K -$4.22M -72,623 -84%
DWM
1358
Dorchester Wealth Management
Quebec, Canada
$789K -$46.4K -800 -6%
SWA
1359
Sax Wealth Advisors
New Jersey
$788K +$85.7K +1,477 +12%
PA
1360
Procyon Advisors
Connecticut
$787K +$124K +2,135 +19%
BFA
1361
Beacon Financial Advisory
Ohio
$787K +$24.7K +426 +3%
PI
1362
PFG Investments
New York
$784K -$80.2K -1,381 -9%
TC
1363
Toews Corporation
New Jersey
$784K +$784K +13,500 New
DI
1364
DFPG Investments
Utah
$783K -$153K -3,033 -16%
VRM
1365
Vectors Research Management
New York
$782K -$17.4K -300 -2%
SSWM
1366
Smith Salley Wealth Management
North Carolina
$782K +$53.2K +917 +7%
FFBTD
1367
First Financial Bank - Trust Division
Ohio
$780K -$177K -3,044 -18%
VNA
1368
Valley National Advisers
Pennsylvania
$779K +$11.2K +193 +1%
CCWM
1369
Cassaday & Co Wealth Management
Virginia
$778K -$93.6K -1,612 -11%
STA
1370
Summit Trail Advisors
New York
$777K -$139K -2,389 -15%
LSAG
1371
Lake Street Advisors Group
New Hampshire
$774K -$58.2K -1,003 -7%
PWP
1372
Private Wealth Partners
California
$772K -$6.04K -104 -0.8%
QI
1373
Qtron Investments
Massachusetts
$772K -$399K -6,883 -34%
EWM
1374
Evermay Wealth Management
Virginia
$770K -$24.4K -420 -3%
CW
1375
CreativeOne Wealth
Kansas
$768K -$267K -4,609 -26%