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Bristol-Myers Squibb

2,464 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,058 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.86%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,058
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
1751
Legacy Financial Advisors
Kentucky
$464K -$30.4K -476 -6%
SIMG
1752
Sonora Investment Management Group
Arizona
$463K +$15.4K +241 +3%
GCM
1753
Gables Capital Management
Florida
$463K +$24K +375 +5%
AAS
1754
Ameritas Advisory Services
Nebraska
$461K -$544K -8,690 -54%
ORC
1755
O'Rourke & Company
Massachusetts
$461K -$66.4K -1,038 -13%
BOS
1756
Bank of Stockton
California
$461K +$28.6K +447 +7%
AGC
1757
Aspen Grove Capital
Colorado
$461K -$45K -703 -9%
NSCM
1758
New South Capital Management
Tennessee
$460K
SWIM
1759
Smallwood Wealth Investment Management
New Jersey
$459K -$11K -172 -2%
LWANC
1760
Laurel Wealth Advisors (North Carolina)
North Carolina
$458K
TAM
1761
Townsend Asset Management
North Carolina
$457K -$45.4K -710 -9%
HCM
1762
Hodges Capital Management
Texas
$457K -$811K -12,506 Closed
CSI
1763
Cross Staff Investments
New York
$456K +$320 +5 +0.1%
FANJ
1764
Financial Architects (New Jersey)
New Jersey
$455K -$54.8K -857 -11%
WI
1765
WrapManager Inc
California
$455K +$639 +10 +0.1%
DOA
1766
D'Orazio & Associates
Virginia
$452K +$130K +2,039 +41%
KFI
1767
Key Financial Inc
Pennsylvania
$452K +$11.6K +182 +3%
WAM
1768
WNY Asset Management
New York
$451K -$12.3K -192 -3%
MFFIA
1769
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$451K +$57.6K +900 +15%
MWPCG
1770
Measured Wealth Private Client Group
New Hampshire
$451K
PFA
1771
Pure Financial Advisors
California
$450K -$42.1K -658 -9%
MF
1772
Magnetar Financial
Illinois
$450K +$450K +7,038 New
SNBOSCI
1773
Security National Bank of Sioux City Iowa
Iowa
$449K +$449K +7,020 New
BRM
1774
Boston Research & Management
Massachusetts
$448K
CHJWM
1775
Carlton Hofferkamp & Jenks Wealth Management
Texas
$448K