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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 %
LSA
1426
Lion Street Advisors
Texas
$685K -$205K -3,536 -23%
WE
1427
Wealth Effects
Massachusetts
$685K -$72.4K -1,248 -10%
WP
1428
Westmount Partners
California
$684K +$39.4K +679 +6%
BIA
1429
Barry Investment Advisors
Massachusetts
$684K +$1.1K +19 +0.2%
VBCG
1430
Valley Brook Capital Group
Pennsylvania
$683K
CA
1431
CapWealth Advisors
Tennessee
$683K -$58K -1,000 -8%
MW
1432
Marcum Wealth
Ohio
$682K -$28K -483 -4%
RGI
1433
River Global Investors
United Kingdom
$681K -$43.3K -746 -6%
VI
1434
Versor Investments
New York
$681K +$681K +11,730 New
BCB
1435
Brian C. Broderick
$679K
RSA
1436
River Street Advisors
Illinois
$679K +$30.5K +526 +5%
FNB
1437
Farmers National Bank
Kentucky
$678K -$1.45K -25 -0.2%
IBOK
1438
Independence Bank of Kentucky
Kentucky
$678K -$304K -5,245 -31%
FPB
1439
First PREMIER Bank
South Dakota
$674K -$30.4K -505 -4%
BST
1440
Bath Savings Trust
Maine
$670K -$98.7K -1,700 -13%
GBWM
1441
Granite Bay Wealth Management
New Hampshire
$669K +$669K +10,850 New
TCM
1442
Teza Capital Management
Illinois
$669K -$1.68M -29,018 -72%
JFGIW
1443
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$668K -$37.2K -641 -5%
WP
1444
WMS Partners
Maryland
$667K -$116K -1,997 -15%
IFS
1445
Ifrah Financial Services
Arkansas
$666K -$1.68K -29 -0.3%
SIC
1446
Samalin Investment Counsel
New York
$665K -$189K -3,254 -22%
DMBA
1447
Deseret Mutual Benefit Administrators
Utah
$664K -$47K -809 -7%
DBT
1448
Dubuque Bank & Trust
Iowa
$662K +$46.1K +795 +7%
CIP
1449
Cornerstone Investment Partners
Georgia
$661K -$6.09K -105 -0.9%
CCWA
1450
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$661K +$5.28K +91 +0.8%