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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 %
Empower Advisory Group
1426
Empower Advisory Group
Colorado
$569K +$61.6K +1,201 +12%
IF
1427
Intrua Financial
Texas
$569K +$137K +2,677 +32%
GC
1428
Guidance Capital
Kentucky
$567K +$82.3K +1,559 +17%
WA
1429
Waverly Advisors
Alabama
$567K +$28.7K +559 +5%
CCWA
1430
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$566K -$18.6K -363 -3%
EWM
1431
Evermay Wealth Management
Virginia
$566K -$115K -2,247 -17%
IFS
1432
Ifrah Financial Services
Arkansas
$564K -$24.5K -477 -4%
ADL
1433
Asset Dedication LLC
California
$563K -$359K -7,036 -39%
DTC
1434
Davidson Trust Company
Washington
$562K +$10.5K +204 +2%
SIM
1435
Sentry Investment Management
Wisconsin
$562K -$60.4K -1,177 -10%
KMWM
1436
Keudell/Morrison Wealth Management
Oregon
$561K +$12.9K +252 +2%
SFP
1437
Shepherd Financial Partners
Massachusetts
$561K -$6.77K -132 -1%
SIC
1438
Samalin Investment Counsel
New York
$560K -$27.8K -541 -5%
FPB
1439
First PREMIER Bank
South Dakota
$560K -$14.8K -288 -3%
MC
1440
Machina Capital
France
$560K +$45.4K +885 +9%
BP
1441
BBR Partners
New York
$560K -$22.6K -441 -4%
LGA
1442
Lebenthal Global Advisors
New York
$559K +$87.9K +1,714 +19%
DI
1443
Diligent Investors
California
$559K -$11.9K -232 -2%
FGAM
1444
Financial Gravity Asset Management
Texas
$558K +$69.2K +53 +14%
EFSCE
1445
Enterprise Financial Services Corp (EFSC)
Missouri
$555K -$123K -2,390 -18%
SF
1446
Symphony Financial
Texas
$554K +$300K +5,883 +118%
KC
1447
Knuff & Co
California
$554K -$274K -5,345 -33%
ICM
1448
IMS Capital Management
Oregon
$553K +$250K +4,881 +83%
CA
1449
Cornerstone Advisory
Maryland
$552K -$155K -3,024 -22%
PCM
1450
Penserra Capital Management
California
$552K -$83.8K -1,639 -13%