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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 %
DTC
1476
Davidson Trust Company
Washington
$624K +$7.95K +137 +1%
NSB
1477
Norway Savings Bank
Maine
$624K -$25.7K -442 -4%
KF
1478
Krilogy Financial
Missouri
$624K -$292K -5,035 -32%
OWP
1479
Obermeyer Wealth Partners
Colorado
$623K +$22.3K +384 +4%
CGA
1480
Crescent Grove Advisors
Illinois
$623K -$342K -5,893 -35%
6F
1481
626 Financial
Michigan
$621K -$14.5K -249 -2%
KMWM
1482
Keudell/Morrison Wealth Management
Oregon
$620K -$49.9K -860 -7%
RWP
1483
Ridgecrest Wealth Partners
California
$620K -$38.3K -660 -6%
FFN
1484
Focus Financial Network
Minnesota
$619K +$10.9K +187 +2%
RHAM
1485
Round Hill Asset Management
California
$614K
EL
1486
Essex LLC
Illinois
$614K -$130K -2,238 -17%
CFA
1487
CWS Financial Advisors
Michigan
$612K -$29.3K -504 -5%
WP
1488
WealthShield Partners
North Carolina
$612K +$406 +7 +0.1%
PWP
1489
Principle Wealth Partners
Connecticut
$611K -$137K -2,368 -18%
DBG
1490
De Burlo Group
Massachusetts
$611K -$489K -8,430 -44%
CAGAS
1491
Capital Advisory Group Advisory Services
Minnesota
$610K -$12.5K -215 -2%
RMDI
1492
R.M. Davis Inc
Maine
$610K -$79.6K -1,371 -12%
NP
1493
NorthRock Partners
Minnesota
$610K +$36.2K +624 +6%
WA
1494
Waverly Advisors
Alabama
$609K +$62.6K +1,078 +11%
TF
1495
Tompkins Financial
New York
$608K -$67.7K -1,167 -10%
SFG
1496
Summit Financial Group
West Virginia
$608K
CIAS
1497
Capital Investment Advisory Services
North Carolina
$607K +$5.34K +92 +0.9%
NP
1498
Nilsine Partners
Colorado
$605K -$31.8K -548 -5%
RWMG
1499
Redwood Wealth Management Group
New Jersey
$603K -$65.9K -1,135 -10%
ABLA
1500
Alan B. Lancz & Associates
Ohio
$601K +$5.8K +100 +1%