BMY icon

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 %
PL
1551
Plancorp LLC
Missouri
$548K +$27.6K +476 +5%
SFS
1552
Stiles Financial Services
Minnesota
$548K +$171K +2,951 +45%
OCPWS
1553
One Charles Private Wealth Services
Massachusetts
$545K -$26.1K -450 -5%
KA
1554
Kercheville Advisors
Texas
$543K -$154K -2,647 -22%
CAG
1555
Crestwood Advisors Group
Massachusetts
$542K -$22.4K -386 -4%
LWAM
1556
Legacy Wealth Asset Management
Minnesota
$542K +$2.55K +44 +0.5%
AIM
1557
Aspen Investment Management
Michigan
$542K -$15.4K -266 -3%
CAM
1558
Cozad Asset Management
Illinois
$541K -$34.9K -601 -6%
AWM
1559
Accurate Wealth Management
Florida
$536K -$202K -3,516 -27%
FCBT
1560
First Citizens Bank & Trust
North Carolina
$536K -$61.5K -1,060 -10%
CBB
1561
Citizens Business Bank
California
$533K -$14.8K -255 -3%
LGA
1562
Lebenthal Global Advisors
New York
$533K -$42.5K -732 -7%
WTA
1563
Washington Trust Advisors
Massachusetts
$532K +$290 +5 +0.1%
SWP
1564
Strategic Wealth Partners
Ohio
$531K +$58.4K +1,007 +12%
RAG
1565
RIA Advisory Group
Iowa
$531K -$39.2K -675 -7%
CIP
1566
Convergence Investment Partners
Florida
$530K +$59.8K +1,030 +13%
WFS
1567
Widmann Financial Services
Maryland
$529K +$46.4K +800 +10%
FWP
1568
FAS Wealth Partners
Kansas
$529K -$17.9K -309 -3%
CB
1569
CNB Bank
Pennsylvania
$529K +$18.4K +317 +4%
WI
1570
Wedgewood Investors
Pennsylvania
$527K +$6.21K +107 +1%
BAM
1571
Bellevue Asset Management
Washington
$526K +$464 +8 +0.1%
GC
1572
Guidance Capital
Kentucky
$526K +$1.2K +21 +0.2%
FA
1573
FDx Advisors
Illinois
$526K -$339K -5,844 -39%
ACM
1574
Allred Capital Management
Texas
$526K +$1.51K +26 +0.3%
CSA
1575
Cottage Street Advisors
Massachusetts
$525K +$290 +5 +0.1%