BMY icon

Bristol-Myers Squibb

2,372 hedge funds and large institutions have $91B invested in Bristol-Myers Squibb in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 774 increasing their positions, 1,182 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,372
Holders Change
-92
Holders Change %
-3.73%
% of All Funds
37.82%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.67%
New
118
Increased
774
Reduced
1,182
Closed
180
Calls
$2.31B
Puts
$1.8B
Net Calls
+$506M
Net Calls Change
+$74.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CSC
1701
Caldwell Sutter Capital
California
$416K +$70.8K +1,220 +21%
BMA
1702
Brooks Moore & Associates
Tennessee
$416K -$442K -7,615 -52%
TAM
1703
Townsend Asset Management
North Carolina
$415K
AFM
1704
Abbot Financial Management
Massachusetts
$414K +$106K +1,825 +34%
CSI
1705
Cross Staff Investments
New York
$414K +$348 +6 +0.1%
KWS
1706
Keystone Wealth Services
California
$413K -$14.7K -254 -3%
LW
1707
Linscomb Wealth
Texas
$412K -$9.64K -166 -2%
CSPAM
1708
Cary Street Partners Asset Management
Virginia
$411K -$1.94M -33,395 -83%
CHJWM
1709
Carlton Hofferkamp & Jenks Wealth Management
Texas
$411K -$8.49K -150 -2%
BCG
1710
Breakwater Capital Group
New Jersey
$410K -$135K -2,628 -25%
SIMG
1711
Sonora Investment Management Group
Arizona
$410K -$10.7K -184 -3%
RCI
1712
RS Crum Inc
California
$409K +$409K +7,042 New
BRM
1713
Boston Research & Management
Massachusetts
$406K
GWANC
1714
Guardian Wealth Advisors (North Carolina)
North Carolina
$406K -$40.6K -699 -9%
AP
1715
Appleton Partners
Massachusetts
$405K -$32.2K -555 -7%
FPCP
1716
Fort Point Capital Partners
California
$404K -$32.2K -555 -7%
BMO
1717
Beck Mack & Oliver
New York
$404K
WIM
1718
Westside Investment Management
California
$404K +$232 +4 +0.1%
CWA
1719
Clearview Wealth Advisors
Oregon
$402K -$36.7K -632 -8%
LFA
1720
Legacy Financial Advisors
Kentucky
$402K -$18.9K -325 -4%
SWMG
1721
Sanchez Wealth Management Group
Florida
$402K +$1.51K +26 +0.4%
TLCM
1722
Twin Lakes Capital Management
California
$401K +$3.54K +61 +0.9%
KFI
1723
Key Financial Inc
Pennsylvania
$399K -$10.6K -182 -3%
AC
1724
Apella Capital
Connecticut
$399K -$22.2K -382 -5%
CTA
1725
Colonial Trust Advisors
South Carolina
$399K -$58.5K -1,008 -13%