BMY icon

Bristol-Myers Squibb

2,525 hedge funds and large institutions have $111B invested in Bristol-Myers Squibb in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,048 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
-63
Holders Change %
-2.43%
% of All Funds
40.41%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
1.09%
New
124
Increased
1,048
Reduced
1,007
Closed
136
Calls
$1.6B
Puts
$1.03B
Net Calls
+$568M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Shares
Change %
SN
1601
Sittner & Nelson
Oregon
$663K -$1.46K -21 -0.2%
KLC
1602
Knowledge Leaders Capital
Colorado
$659K -$19.8K -286 -3%
MSFS
1603
Main Street Financial Solutions
Pennsylvania
$658K -$272K -3,919 -29%
FMLI
1604
Fukoku Mutual Life Insurance
Japan
$658K
SIG
1605
Sargent Investment Group
Maryland
$655K +$5.23K +75 +0.8%
VWA
1606
Visionary Wealth Advisors
Illinois
$655K +$116K +1,676 +22%
EI
1607
Ellevest Inc
New York
$654K -$231K -3,332 -26%
RI
1608
Ridgewood Investments
New Jersey
$653K
QT
1609
Quantamental Technologies
New York
$651K -$685K -9,883 -51%
CIC
1610
Chilton Investment Company
Connecticut
$648K +$13.9K +200 +2%
AIA
1611
Alera Investment Advisors
Illinois
$648K -$4.37K -63 -0.7%
LW
1612
Linscomb Wealth
Texas
$647K -$158K -2,279 -20%
SBCM
1613
Schwerin Boyle Capital Management
Massachusetts
$643K +$55.7K +804 +9%
HT
1614
HighTower Trust
Texas
$643K -$754K -11,476 -54%
SAM
1615
Security Asset Management
New York
$640K +$108K +1,558 +20%
NP
1616
NorthRock Partners
Minnesota
$639K -$164K -2,360 -20%
WTA
1617
Washington Trust Advisors
Massachusetts
$635K -$20.5K -296 -3%
CCM
1618
Crew Capital Management
Ohio
$633K -$48.5K -700 -7%
GA
1619
Goldstein Advisors
Wisconsin
$631K
AWM
1620
Angeles Wealth Management
California
$628K
JFGIW
1621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$627K -$88.9K -1,283 -12%
CSA
1622
Cottage Street Advisors
Massachusetts
$627K +$627K +9,042 New
TC
1623
Trust Company
Kansas
$626K -$8.53K -123 -1%
EWM
1624
EPG Wealth Management
Georgia
$625K +$1.18K +17 +0.2%
AWE
1625
Avidian Wealth Enterprises
Texas
$624K +$20.9K +302 +3%