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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 %
HA
1701
HC Advisors
Georgia
$551K +$8.46K +122 +2%
JDR
1702
Jay D. Rosenbaum
$550K +$137K +1,970 +33%
AGC
1703
Aspen Grove Capital
Colorado
$548K +$2.36K +34 +0.4%
RCG
1704
Regatta Capital Group
California
$548K
LWMG
1705
Levy Wealth Management Group
Pennsylvania
$548K +$3.67K +53 +0.7%
HTHT
1706
Hemenway Trust Hemenway Trust
New Hampshire
$548K -$5.2K -75 -0.9%
PIP
1707
Peachtree Investment Partners
Florida
$545K -$52.1K -751 -9%
CPSAC
1708
Chas P. Smith & Associates (CPS)
Florida
$545K -$62.8K -907 -10%
HGWM
1709
Horst & Graben Wealth Management
Oregon
$545K +$3.95K +57 +0.7%
TAM
1710
Townsend Asset Management
North Carolina
$545K
SFP
1711
Shepherd Financial Partners
Massachusetts
$544K +$762 +11 +0.1%
TWA
1712
TCI Wealth Advisors
Arizona
$541K -$13.2K -190 -2%
BOPW
1713
Brandywine Oak Private Wealth
Pennsylvania
$541K
SIAG
1714
Signet Investment Advisory Group
Rhode Island
$540K -$347 -5 -0.1%
IP
1715
Ignite Planners
California
$540K +$41.3K +587 +8%
FTC
1716
Farmers Trust Company
Ohio
$540K -$8.66K -125 -2%
SSG
1717
Summit Securities Group
New York
$539K -$3.01M -43,459 -85%
ADMI
1718
Albert D. Mason Inc
Massachusetts
$539K -$21.5K -310 -4%
BFC
1719
Blue Fin Capital
Rhode Island
$536K -$16.6K -249 -3%
LFA
1720
Legacy Financial Advisors
Kentucky
$535K +$19.6K +283 +4%
PFA
1721
Pure Financial Advisors
California
$533K +$62.6K +903 +13%
GA
1722
Greytown Advisors
Florida
$533K -$6.65K -96 -1%
SIA
1723
Soltis Investment Advisors
Utah
$531K +$6.45K +93 +1%
WA
1724
Wealth Architects
California
$530K +$16.1K +233 +3%
CRWM
1725
Castle Rock Wealth Management
California
$529K +$75.6K +1,111 +17%