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Bristol-Myers Squibb

2,525 hedge funds and large institutions have $111B invested in Bristol-Myers Squibb in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,048 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
-63
Holders Change %
-2.43%
% of All Funds
40.41%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
1.09%
New
124
Increased
1,048
Reduced
1,007
Closed
136
Calls
$1.6B
Puts
$1.03B
Net Calls
+$568M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
1376
Westhampton Capital
North Carolina
$966K
WPP
1377
Whalerock Point Partners
Rhode Island
$963K
KFA
1378
Kapstone Financial Advisors
Ohio
$962K
MWM
1379
Modera Wealth Management
New Jersey
$962K -$20.1K -290 -2%
ETH
1380
Exos TFP Holdings
New York
$961K +$500K +7,217 +109%
PWAG
1381
Polaris Wealth Advisory Group
California
$961K +$708K +10,209 +279%
LSAG
1382
Lake Street Advisors Group
New Hampshire
$960K +$29.5K +426 +3%
IF
1383
Ironwood Financial
Arizona
$958K
CBT
1384
CoreFirst Bank & Trust
Kansas
$958K -$62.4K -900 -6%
BC
1385
Barrett & Company
Rhode Island
$954K +$3.12K +45 +0.3%
ACI
1386
Alpha Cubed Investments
California
$954K -$203K -2,927 -18%
CCWM
1387
Cassaday & Co Wealth Management
Virginia
$954K +$16.2K +234 +2%
EFSCE
1388
Enterprise Financial Services Corp (EFSC)
Missouri
$953K -$19.4K -280 -2%
BTW
1389
Boston Trust Walden
Massachusetts
$952K -$90.4K -1,304 -9%
CFA
1390
Capstone Financial Advisors
Illinois
$950K +$15.8K +228 +2%
VFPI
1391
Vantage Financial Partners (Illinois)
Illinois
$943K -$81.4K -1,175 -8%
AC
1392
AlphaCore Capital
California
$941K +$7.14K +103 +0.8%
NFP
1393
NorthLanding Financial Partners
New York
$940K +$1.04K +15 +0.1%
LPIC
1394
LeJeune Puetz Investment Counsel
Michigan
$939K +$54.1K +781 +6%
PWPS
1395
Pinnacle Wealth Planning Services
Ohio
$932K +$61.8K +892 +7%
HGERS
1396
Householder Group Estate & Retirement Specialist
Arizona
$932K +$932K +13,442 New
ACS
1397
Archford Capital Strategies
Illinois
$932K +$13.6K +195 +1%
RA
1398
Rational Advisors
New York
$930K +$930K +13,419 New
NFA
1399
Northern Financial Advisors
Michigan
$930K +$930K +13,418 New
BIM
1400
Bridges Investment Management
Nebraska
$930K