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Bristol-Myers Squibb

2,346 hedge funds and large institutions have $80.8B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 666 increasing their positions, 1,206 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,346
Holders Change
-26
Holders Change %
-1.1%
% of All Funds
34.39%
Holding in Top 10
24
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-42.86%
% of All Funds
0.35%
New
249
Increased
666
Reduced
1,206
Closed
238
Calls
$1.7B
Puts
$1.2B
Net Calls
+$495M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
1401
Barry Investment Advisors
Massachusetts
$599K -$6.06K -118 -1%
STA
1402
Summit Trail Advisors
New York
$597K -$90.6K -1,765 -13%
VBCG
1403
Valley Brook Capital Group
Pennsylvania
$594K -$10.3K -200 -2%
PMA
1404
Prudent Man Advisors
Illinois
$593K -$35K -683 -6%
RGI
1405
River Global Investors
United Kingdom
$592K -$9.64K -188 -2%
NIM
1406
Northeast Investment Management
Massachusetts
$592K -$36.9K -720 -6%
HC
1407
Hara Capital
Washington
$591K +$591K +11,527 New
FNB
1408
Farmers National Bank
Kentucky
$589K -$10.3K -201 -2%
1IA
1409
1620 Investment Advisors
Massachusetts
$589K -$10.6M -9,491 -95%
CCFCSB
1410
Cape Cod Five Cents Savings Bank
Massachusetts
$585K -$615K -11,992 -51%
UCB
1411
United Community Bank
South Carolina
$584K +$548K +10,687 +1,542%
CSB
1412
City State Bank
Iowa
$581K -$164K -3,195 -22%
LPT
1413
Legacy Private Trust
Wisconsin
$579K -$46.4K -905 -7%
CIP
1414
Cornerstone Investment Partners
Georgia
$578K -$6.52K -127 -1%
HIP
1415
HUB Investment Partners
Texas
$578K +$288K +5,604 +99%
BPCE
1416
Bank Pictet & Cie (Europe)
Germany
$577K -$30.8K -600 -5%
FNA
1417
First National Advisers
Nebraska
$576K -$391K -7,620 -40%
APC
1418
Aspire Private Capital
North Carolina
$575K +$401K +7,812 +231%
FNBSF
1419
First National Bank Sioux Falls
South Dakota
$574K
OWP
1420
Obermeyer Wealth Partners
Colorado
$574K +$23.1K +450 +4%
LRPA
1421
L. Roy Papp & Associates
Arizona
$574K
VNA
1422
Valley National Advisers
Pennsylvania
$572K -$116K -2,271 -17%
BFO
1423
Biltmore Family Office
North Carolina
$572K -$59.8K -1,166 -9%
LSA
1424
Lion Street Advisors
Texas
$571K -$34.8K -678 -6%
RIA
1425
Realta Investment Advisors
Delaware
$571K -$233K -4,541 -29%