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Bristol-Myers Squibb

2,360 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 936 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+8
Holders Change %
+0.34%
% of All Funds
41.56%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.23%
New
157
Increased
993
Reduced
936
Closed
119
Calls
$1.15B
Puts
$1.04B
Net Calls
+$112M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
LSPW
1401
Lake Street Private Wealth
Illinois
$900K +$12K +190 +1%
HC
1402
HNP Capital
New York
$899K
CIC
1403
Crawford Investment Counsel
Georgia
$897K -$95.3K -1,508 -10%
BFWA
1404
Benchmark Financial Wealth Advisors
Florida
$897K -$30.7K -486 -3%
AP
1405
Atwood & Palmer
Missouri
$897K +$18.9K +300 +2%
MWM
1406
Midwest Wealth Management
Indiana
$896K +$134K +2,114 +18%
VRM
1407
Vectors Research Management
New York
$895K +$6.32K +100 +0.7%
MHIC
1408
Marble Harbor Investment Counsel
Massachusetts
$895K +$12.6K +200 +1%
CWS
1409
Cypress Wealth Services
California
$894K +$139K +2,195 +18%
AIM
1410
Anchor Investment Management
South Carolina
$893K +$263K +4,170 +42%
BFM
1411
Boston Financial Management
Massachusetts
$892K -$135K -2,141 -13%
VNA
1412
Valley National Advisers
Pennsylvania
$891K -$4.74K -75 -0.5%
WAAG
1413
Wealth Alliance Advisory Group
Kansas
$890K +$96.5K +1,529 +12%
CGA
1414
Crescent Grove Advisors
Illinois
$887K -$12.7K -200 -1%
TPCW
1415
TD Private Client Wealth
New York
$886K -$1.83M -29,028 -67%
SIP
1416
Scott Investment Partners
United Kingdom
$884K +$884K +14,000 New
EWM
1417
Elmwood Wealth Management
California
$884K +$884K +14,004 New
TYCC
1418
Texas Yale Capital Corp
Florida
$882K +$24.3K +385 +3%
OCM
1419
One Capital Management
California
$880K +$9.34K +148 +1%
JAM
1420
Jupiter Asset Management
United Kingdom
$880K +$880K +13,940 New
KOC
1421
Koss-Olinger Consulting
Florida
$879K +$879K +13,924 New
CBT
1422
CoreFirst Bank & Trust
Kansas
$876K -$25.2K -400 -3%
BC
1423
Burney Company
Virginia
$875K +$55.3K +876 +7%
Massachusetts Financial Services
1424
Massachusetts Financial Services
Massachusetts
$875K +$875K +13,865 New
CAM
1425
Columbia Asset Management
Michigan
$872K +$8.4K +133 +1%