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Bristol-Myers Squibb

2,525 hedge funds and large institutions have $111B invested in Bristol-Myers Squibb in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,048 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
-63
Holders Change %
-2.43%
% of All Funds
40.41%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
1.09%
New
124
Increased
1,048
Reduced
1,007
Closed
136
Calls
$1.6B
Puts
$1.03B
Net Calls
+$568M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Shares
Change %
LSA
1451
Lion Street Advisors
Texas
$839K -$39.9K -575 -5%
FNBOSM
1452
First National Bank of South Miami
Florida
$839K +$4.44K +64 +0.5%
PCM
1453
Princeton Capital Management
New Jersey
$839K -$1.98M -28,560 -70%
TF
1454
Tompkins Financial
New York
$839K -$206K -2,977 -20%
SWA
1455
Sax Wealth Advisors
New Jersey
$838K +$19.7K +284 +2%
CIC
1456
Crawford Investment Counsel
Georgia
$838K -$28.1K -406 -3%
VBCG
1457
Valley Brook Capital Group
Pennsylvania
$837K +$3.12K +45 +0.4%
PFBT
1458
Parkside Financial Bank & Trust
Missouri
$837K +$39.6K +572 +5%
WA
1459
WBH Advisory
Maryland
$835K +$835K +12,053 New
BWM
1460
BNC Wealth Management
Oregon
$835K +$49K +707 +6%
RPCONE
1461
Retirement Planning Company of New England
Rhode Island
$832K -$3.74K -54 -0.4%
LWAM
1462
Legacy Wealth Asset Management
Minnesota
$832K +$2.01K +29 +0.2%
RWMG
1463
Redwood Wealth Management Group
New Jersey
$832K +$1.25K +18 +0.2%
EWA
1464
Exencial Wealth Advisors
Oklahoma
$831K +$16.2K +234 +2%
PL
1465
Perpetual Ltd
Australia
$831K +$831K +11,988 New
EMG
1466
ETF Managers Group
New Jersey
$830K +$149K +2,144 +22%
RCM
1467
Raleigh Capital Management
North Carolina
$826K +$107K +1,541 +15%
FFN
1468
Focus Financial Network
Minnesota
$825K +$25.9K +374 +3%
HAM
1469
Hedges Asset Management
Nevada
$821K
3IP
1470
3Chopt Investment Partners
Virginia
$820K +$454K +6,545 +124%
FMB
1471
Field & Main Bank
Kentucky
$815K -$9.7K -140 -1%
LWM
1472
Lyell Wealth Management
California
$813K -$52.1K -752 -6%
Jones Financial Companies
1473
Jones Financial Companies
Missouri
$811K -$35.1K -506 -4%
HCM
1474
Hodges Capital Management
Texas
$811K -$54.1K -835 -6%
BCB
1475
Brian C. Broderick
$811K