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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 %
PWP
1401
Principle Wealth Partners
Connecticut
$929K +$49.6K +715 +6%
VNA
1402
Valley National Advisers
Pennsylvania
$928K -$32.7K -463 -3%
EWM
1403
Elmwood Wealth Management
California
$926K +$1.25K +18 +0.1%
BST
1404
Bath Savings Trust
Maine
$925K -$13.9K -200 -1%
BWP
1405
Baldwin Wealth Partners
Massachusetts
$920K -$27.7K -399 -3%
CRC
1406
Curi RMB Capital
Illinois
$917K -$2.57K -37 -0.3%
AP
1407
Atwood & Palmer
Missouri
$915K -$20.5K -296 -2%
CS
1408
Cannell & Spears
New York
$913K +$23.8K +344 +3%
WE
1409
Wealth Effects
Massachusetts
$912K -$11.4K -164 -1%
CWP
1410
Concord Wealth Partners
Virginia
$907K +$271K +3,910 +43%
BFO
1411
Biltmore Family Office
North Carolina
$907K +$70.1K +1,012 +8%
HI
1412
Human Investing
Oregon
$907K -$65.8K -949 -7%
SIM
1413
Stratos Investment Management
Ohio
$906K +$80.8K +1,166 +10%
EIM
1414
Essex Investment Management
Massachusetts
$905K +$905K +13,063 New
MRCM
1415
M&R Capital Management
New Jersey
$903K -$46K -663 -5%
CPIA
1416
Cornell Pochily Investment Advisors
New York
$895K +$4.3K +62 +0.5%
WDG
1417
Wealth Dimensions Group
Ohio
$890K -$62.5K -902 -7%
WVP
1418
Worth Venture Partners
New Jersey
$887K +$887K +12,800 New
MSS
1419
Mitchell Sinkler & Starr
Pennsylvania
$885K -$506K -7,295 -36%
CA
1420
CapWealth Advisors
Tennessee
$885K
DF
1421
Donoghue Forlines
Massachusetts
$883K -$1.55M -22,421 -64%
RGI
1422
River Global Investors
United Kingdom
$882K -$38.8K -560 -4%
NHT
1423
New Hampshire Trust
New Hampshire
$881K -$19.6K -283 -2%
SSWM
1424
Smith Salley Wealth Management
North Carolina
$880K +$43.4K +626 +5%
SCM
1425
SOL Capital Management
Maryland
$879K -$6.93K -100 -0.8%