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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 %
IIM
1601
Ironwood Investment Management
Massachusetts
$596K
SIAG
1602
Signet Investment Advisory Group
Rhode Island
$595K +$30.6K +485 +5%
SWMG
1603
Sanchez Wealth Management Group
Florida
$595K +$75.7K +1,198 +15%
TPWA
1604
TRUE Private Wealth Advisors
Oregon
$592K -$303K -4,763 -34%
AIM
1605
Aspen Investment Management
Michigan
$592K -$6.31K -100 -1%
DTC
1606
Davidson Trust Company
Washington
$592K +$3.78K +60 +0.6%
WIA
1607
Westbourne Investment Advisors
Maryland
$591K -$22.1K -350 -4%
HFG
1608
Heron Financial Group
New York
$591K +$15.7K +250 +3%
NC
1609
NewSquare Capital
Pennsylvania
$591K +$138K +2,181 +30%
PSC
1610
Prentiss Smith & Co
Vermont
$590K -$24.6K -390 -4%
SFG
1611
Summit Financial Group
West Virginia
$590K +$63.1K +1,000 +12%
BIA
1612
Barry Investment Advisors
Massachusetts
$589K +$148K +2,352 +34%
CL
1613
CSS LLC
Illinois
$587K -$366K -5,800 -38%
HPWM
1614
Highland Private Wealth Management
Washington
$587K +$87K +1,376 +17%
T
1615
TRUADVICE
Florida
$586K -$112K -1,779 -16%
QIM
1616
Quantitative Investment Management
Virginia
$586K +$586K +9,291 New
MWM
1617
Modera Wealth Management
New Jersey
$585K -$177K -2,809 -23%
GCA
1618
Guardian Capital Advisors
Ontario, Canada
$584K +$137K +2,150 +31%
AC
1619
Abbrea Capital
California
$583K +$62.3K +980 +12%
BHBT
1620
Burke & Herbert Bank & Trust
Virginia
$579K -$90.2K -1,429 -13%
CPIG
1621
Chicago Partners Investment Group
Illinois
$576K +$39K +591 +7%
HCA
1622
Heck Capital Advisors
Wisconsin
$575K -$235K -3,727 -29%
DWM
1623
Doyle Wealth Management
Florida
$573K -$50.1K -795 -8%
AWM
1624
Altavista Wealth Management
North Carolina
$572K
GAM
1625
Gould Asset Management
California
$570K -$101K -1,595 -15%