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Bristol-Myers Squibb

2,360 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 936 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+8
Holders Change %
+0.34%
% of All Funds
41.56%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.23%
New
157
Increased
993
Reduced
936
Closed
119
Calls
$1.15B
Puts
$1.04B
Net Calls
+$112M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
NPA
1526
Nichols & Pratt Advisers
Massachusetts
$701K +$25.3K +400 +4%
ACA
1527
Atlas Capital Advisors
Wyoming
$700K -$595K -9,423 -46%
JWBC
1528
John W. Bristol & Co
New York
$699K
WP
1529
WealthPLAN Partners
Nebraska
$698K -$107K -1,673 -13%
GCM
1530
Gables Capital Management
Florida
$697K
FAN
1531
Financial Advisors Network
California
$695K +$397K +6,288 +133%
BFO
1532
Biltmore Family Office
North Carolina
$694K -$36K -565 -5%
HI
1533
Humankind Investments
New York
$694K +$694K +10,988 New
CPA
1534
Clear Perspective Advisors
Illinois
$692K +$49.3K +781 +8%
WWM
1535
Windsor Wealth Management
Indiana
$692K +$60.1K +952 +10%
FFC
1536
First Financial Corp
Indiana
$691K -$18.9K -300 -3%
SSWM
1537
Smith Salley Wealth Management
North Carolina
$688K +$118K +1,876 +21%
PIM
1538
Perpetual Investment Management
Australia
$683K
PFM
1539
Premier Fund Managers
United Kingdom
$682K -$13.9K -219 -2%
BFA
1540
Beacon Financial Advisory
Ohio
$682K +$194K +3,076 +40%
MJP
1541
Michael J. Puzo
$681K
PL
1542
Parthenon LLC
Kentucky
$676K
KLC
1543
Knowledge Leaders Capital
Colorado
$673K
SIG
1544
Sargent Investment Group
Maryland
$669K +$127K +2,017 +24%
RHAM
1545
Round Hill Asset Management
California
$668K
IA
1546
IAM Advisory
Pennsylvania
$667K +$20.8K +327 +3%
FAM
1547
Formidable Asset Management
Ohio
$667K +$23.7K +376 +4%
AWM
1548
Apollon Wealth Management
South Carolina
$667K +$667K +10,564 New
C
1549
Certuity
Florida
$666K -$8.08K -128 -1%
CFA
1550
CWS Financial Advisors
Michigan
$666K +$1.01K +16 +0.2%