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 %
TWM
1676
Tradition Wealth Management
Minnesota
$574K +$173K +2,493 +43%
ORC
1677
O'Rourke & Company
Massachusetts
$572K -$52.6K -758 -8%
MSWM
1678
McGlone Suttner Wealth Management
Wisconsin
$571K +$19.6K +283 +4%
SWP
1679
Strategic Wealth Partners
Ohio
$570K -$12.7K -183 -2%
TAIM
1680
TD Ameritrade Investment Management
Nebraska
$569K -$134K -1,931 -19%
GAM
1681
Grandview Asset Management
Pennsylvania
$565K -$52.4K -757 -8%
FCBT
1682
First Citizens Bank & Trust
North Carolina
$563K -$20.9K -302 -4%
GA
1683
Geller Advisors
New York
$563K +$92.2K +1,330 +20%
BEAM
1684
Baker Ellis Asset Management
Washington
$561K -$35.1K -507 -6%
LCM
1685
Linker Capital Management
Kentucky
$561K
NG
1686
Northstar Group
New York
$561K -$8.73K -126 -2%
BMCM
1687
Burns Matteson Capital Management
New York
$561K -$43.9K -634 -7%
EBA
1688
Eagle Bay Advisors
New York
$560K +$1.46K +21 +0.3%
GWI
1689
Grace & White Inc
New York
$560K
CIA
1690
Cohen Investment Advisors
New Hampshire
$558K +$33K +476 +6%
SAM
1691
Summit Asset Management
Tennessee
$558K +$69 +1 +0%
OFG
1692
Oxford Financial Group
Indiana
$557K +$48.4K +698 +10%
DP
1693
Dearborn Partners
Illinois
$557K -$104K -1,500 -16%
KFA
1694
Kelleher Financial Advisors
New York
$557K +$222K +3,200 +66%
CBT
1695
Central Bank & Trust
Kentucky
$557K -$83K -1,197 -13%
FFA
1696
First Foundation Advisors
California
$557K -$10.2K -147 -2%
RCM
1697
RB Capital Management
Nevada
$553K +$50.3K +726 +10%
OCBCO
1698
Oversea-Chinese Banking Corp (OCBC)
Singapore
$553K +$11K +158 +2%
FANJ
1699
Financial Architects (New Jersey)
New Jersey
$553K -$15.7K -226 -3%
SOW
1700
State of Wyoming
Wyoming
$551K -$12.5K -181 -2%