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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 %
CF
1401
Centaurus Financial
California
$733K +$1.39K +24 +0.2%
AWA
1402
Arete Wealth Advisors
Illinois
$731K -$592K -10,199 -45%
RDWM
1403
Red Door Wealth Management
Tennessee
$729K +$114K +1,962 +19%
CB
1404
Centennial Bank
Arkansas
$726K
WPA
1405
Winning Points Advisors
Florida
$726K +$29.1K +500 +4%
WDG
1406
Wealth Dimensions Group
Ohio
$722K +$406 +7 +0.1%
PCM
1407
Penserra Capital Management
California
$720K -$119K -2,048 -14%
NAS
1408
Nicolet Advisory Services
Wisconsin
$718K +$259K +4,573 +57%
FAM
1409
Formidable Asset Management
Ohio
$715K -$17.4K -300 -2%
BFO
1410
Biltmore Family Office
North Carolina
$714K -$2.03K -35 -0.3%
NIM
1411
Northeast Investment Management
Massachusetts
$712K +$104K +1,800 +17%
PMA
1412
Prudent Man Advisors
Illinois
$710K
CAM
1413
Cobblestone Asset Management
Virginia
$709K +$709K +12,222 New
LPT
1414
Legacy Private Trust
Wisconsin
$707K -$9.87K -170 -1%
RPCONE
1415
Retirement Planning Company of New England
Rhode Island
$707K +$8.71K +150 +1%
JE
1416
JMAC Enterprises
Pennsylvania
$706K +$72.3K +1,245 +11%
SIM
1417
Sentry Investment Management
Wisconsin
$704K -$160K -2,762 -19%
NHT
1418
New Hampshire Trust
New Hampshire
$696K -$4.47K -77 -0.6%
SCM
1419
SOL Capital Management
Maryland
$696K -$11.6K -200 -2%
MA
1420
MBA Advisors
Pennsylvania
$696K -$8.13K -140 -1%
RWA
1421
Redhawk Wealth Advisors
Minnesota
$693K -$3.95K -68 -0.6%
GL
1422
Graypoint LLC
New York
$692K +$161K +2,767 +30%
WF
1423
WoodTrust Financial
Wisconsin
$692K +$17.4K +300 +3%
BC
1424
Barrett & Company
Rhode Island
$689K -$7.02K -121 -1%
BPCE
1425
Bank Pictet & Cie (Europe)
Germany
$688K +$34.8K +600 +5%