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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 %
ADMI
1726
Albert D. Mason Inc
Massachusetts
$343K
NWM
1727
Northcape Wealth Management
New York
$343K +$20.6K +402 +6%
XT
1728
XTX Topco
Cayman Islands
$343K +$343K +6,680 New
IIM
1729
InTrack Investment Management
Vermont
$342K -$499K -9,720 -59%
MJP
1730
Michael J. Puzo
$341K -$77K -1,500 -18%
V
1731
VeraBank
Texas
$341K -$103 -2 -0%
BRM
1732
Boston Research & Management
Massachusetts
$341K -$17.9K -350 -5%
EWA
1733
ERTS Wealth Advisors
Michigan
$340K
KWMG
1734
King Wealth Management Group
Florida
$339K +$5.94K +116 +2%
FPGT
1735
Financial Partners Group (Tennessee)
Tennessee
$338K
EWM
1736
Elmwood Wealth Management
California
$338K -$321K -6,258 -49%
FFO
1737
Fortitude Family Office
Arizona
$338K +$338K +6,581 New
CBT
1738
Central Bank & Trust
Kentucky
$337K -$78.7K -1,534 -19%
WA
1739
Wealth Architects
California
$337K -$88.4K -1,722 -21%
PP
1740
PDS Planning
Ohio
$337K -$85.1K -1,659 -20%
BEAM
1741
Baker Ellis Asset Management
Washington
$335K -$66.7K -1,300 -17%
AC
1742
Apella Capital
Connecticut
$334K -$23.9K -460 -7%
PWM
1743
Prentice Wealth Management
New York
$333K +$6.77K +132 +2%
OBWG
1744
Onyx Bridge Wealth Group
New York
$333K -$38.1K -742 -10%
TWA
1745
TCI Wealth Advisors
Arizona
$333K -$7.34K -143 -2%
PA
1746
Parkside Advisors
California
$331K
BIP
1747
Blueprint Investment Partners
North Carolina
$331K +$331K +6,446 New
BAM
1748
BOS Asset Management
Illinois
$330K -$38.5K -750 -10%
GIS
1749
Grayhawk Investment Strategies
Alberta, Canada
$329K +$329K +6,405 New
PBO
1750
Peoples Bank (Ohio)
Ohio
$328K