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Bristol-Myers Squibb

2,285 hedge funds and large institutions have $96B invested in Bristol-Myers Squibb in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 969 increasing their positions, 880 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,285
Holders Change
-76
Holders Change %
-3.22%
% of All Funds
40.13%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.12%
New
109
Increased
969
Reduced
880
Closed
151
Calls
$1.55B
Puts
$1.29B
Net Calls
+$265M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
1426
Jones Financial Companies
Missouri
$795K -$76.5K -1,293 -9%
NIM
1427
Northeast Investment Management
Massachusetts
$795K +$40.3K +680 +5%
KMWM
1428
Keudell/Morrison Wealth Management
Oregon
$793K -$47.4K -801 -6%
WTB
1429
Washington Trust Bank
Washington
$787K +$294K +4,967 +60%
LPIC
1430
LeJeune Puetz Investment Counsel
Michigan
$786K +$47.3K +800 +6%
CIAS
1431
Capital Investment Advisory Services
North Carolina
$779K -$283K -4,786 -27%
CCMIC
1432
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$775K
LSPW
1433
Lake Street Private Wealth
Illinois
$773K +$8.34K +141 +1%
RA
1434
RFG Advisory
Alabama
$768K -$14.3K -242 -2%
HIC
1435
Hartline Investment Corp
Illinois
$763K -$15.6K -263 -2%
DBT
1436
Dubuque Bank & Trust
Iowa
$761K -$10K -169 -1%
CS
1437
Cannell & Spears
New York
$760K
QT
1438
Quantamental Technologies
New York
$760K +$389K +6,565 +105%
JFGIW
1439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$759K -$53.3K -900 -7%
ACS
1440
Archford Capital Strategies
Illinois
$756K +$7.22K +122 +1%
LCM
1441
LVM Capital Management
Michigan
$754K -$23.7K -400 -3%
OCPWS
1442
One Charles Private Wealth Services
Massachusetts
$754K -$1.48K -25 -0.2%
WIM
1443
Wilen Investment Management
Florida
$754K
CW
1444
CreativeOne Wealth
Kansas
$752K +$13.1K +221 +2%
WDG
1445
Wealth Dimensions Group
Ohio
$752K +$33.8K +571 +5%
MSCM
1446
McElhenny Sheffield Capital Management
Texas
$752K +$752K +12,702 New
AP
1447
Appleton Partners
Massachusetts
$751K +$52.8K +892 +8%
FFA
1448
First Foundation Advisors
California
$743K +$36.5K +617 +5%
CAGAS
1449
Capital Advisory Group Advisory Services
Minnesota
$743K +$40K +676 +6%
5L
1450
55I LLC
Massachusetts
$742K +$742K +12,528 New