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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 %
LAS
1526
Lloyd Advisory Services
Georgia
$572K +$572K +9,860 New
TCM
1527
TAM Capital Management
Connecticut
$572K +$572K +9,854 New
SWA
1528
Sutton Wealth Advisors
Florida
$568K +$4.88K +84 +0.9%
AAM
1529
Alphadyne Asset Management
New York
$568K +$296K +5,100 +109%
EI
1530
Ellevest Inc
New York
$567K -$17.6K -304 -3%
DBIA
1531
Dumont & Blake Investment Advisors
New Jersey
$567K -$832K -14,352 -59%
SIG
1532
Sargent Investment Group
Maryland
$567K +$30.2K +521 +6%
WKWM
1533
Walter & Keenan Wealth Management
Indiana
$567K +$2.26K +39 +0.4%
CWM
1534
Congress Wealth Management
Massachusetts
$567K -$54.6K -941 -9%
KFA
1535
Krane Funds Advisors
New York
$564K +$46.1K +795 +9%
LA
1536
Lynch & Associates
Indiana
$564K +$62.1K +1,070 +12%
PWP
1537
Phillips Wealth Planners
Mississippi
$564K +$41.2K +730 +8%
GA
1538
Geller Advisors
New York
$562K -$79.5K -1,369 -12%
DG
1539
DMC Group
Alabama
$561K -$27K -466 -5%
RIA
1540
Regal Investment Advisors
Michigan
$560K -$16.9K -292 -3%
CIC
1541
Chilton Investment Company
Connecticut
$559K -$63.7K -1,098 -10%
MSFS
1542
Main Street Financial Solutions
Pennsylvania
$557K +$10.2K +175 +2%
FGAM
1543
Financial Gravity Asset Management
Texas
$556K +$436K +294 +363%
SN
1544
Sittner & Nelson
Oregon
$553K -$3.19K -55 -0.6%
GAM
1545
Gould Asset Management
California
$553K +$58K +1,000 +12%
REMPR
1546
Roof Eidam Maycock Peralta (REMP)
California
$551K +$69.6K +1,200 +14%
BMCM
1547
Burns Matteson Capital Management
New York
$551K +$551K +9,500 New
GA
1548
Goldstein Advisors
Wisconsin
$551K +$22.3K +384 +4%
FMLI
1549
Fukoku Mutual Life Insurance
Japan
$551K
OC
1550
Oakworth Capital
Alabama
$549K -$10.7K -185 -2%