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Bristol-Myers Squibb

2,346 hedge funds and large institutions have $80.8B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 666 increasing their positions, 1,206 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,346
Holders Change
-26
Holders Change %
-1.1%
% of All Funds
34.39%
Holding in Top 10
24
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-42.86%
% of All Funds
0.35%
New
249
Increased
666
Reduced
1,206
Closed
238
Calls
$1.7B
Puts
$1.2B
Net Calls
+$495M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BOPW
1651
Brandywine Oak Private Wealth
Pennsylvania
$387K -$13.6K -266 -3%
LWM
1652
Lyell Wealth Management
California
$386K -$26.2K -510 -6%
AMG
1653
Advisors Management Group
Wisconsin
$386K -$10.3K -200 -3%
SAM
1654
SP Asset Management
California
$384K +$4.26K +83 +1%
MA
1655
MKT Advisors
California
$384K -$4.34K -83 -1%
AFM
1656
Abbot Financial Management
Massachusetts
$384K +$18K +350 +5%
MP
1657
McDonald Partners
Ohio
$383K -$8.98K -175 -2%
TCM
1658
Traynor Capital Management
Pennsylvania
$383K -$24.1K -470 -6%
YC
1659
Yarbrough Capital
Tennessee
$380K
LIA
1660
LBMC Investment Advisors
Tennessee
$378K -$6K -117 -2%
CIA
1661
Cohen Investment Advisors
New Hampshire
$377K -$14.4K -280 -4%
CL
1662
COWA LLC
Oklahoma
$376K +$55K +1,071 +17%
WAAG
1663
Wealth Alliance Advisory Group
Kansas
$375K -$14.5K -282 -4%
LF
1664
Lantz Financial
Illinois
$375K +$66.3K +1,292 +21%
GLLW
1665
Graves Light Lenhart Wealth
Virginia
$374K -$21.1K -411 -5%
KFS
1666
Kurt F. Somerville
$374K -$61.6K -1,200 -14%
WA
1667
Waddell & Associates
Tennessee
$373K -$615K -11,625 -62%
BMCM
1668
Bryn Mawr Capital Management
Pennsylvania
$373K -$186K -3,628 -33%
GAM
1669
Gould Asset Management
California
$373K -$115K -2,250 -24%
WTA
1670
Washington Trust Advisors
Massachusetts
$373K -$97.6K -1,903 -21%
PCM
1671
Perritt Capital Management
Illinois
$373K -$80.9K -1,577 -18%
ABLA
1672
Alan B. Lancz & Associates
Ohio
$372K -$159K -3,100 -30%
MMA
1673
Miracle Mile Advisors
California
$371K -$43.4K -846 -10%
PAS
1674
Point72 Asia (Singapore)
Singapore
$371K +$371K +7,224 New
NSCM
1675
New South Capital Management
Tennessee
$369K