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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 %
SWIM
1751
Smallwood Wealth Investment Management
New Jersey
$328K -$41K -800 -11%
GWANC
1752
Guardian Wealth Advisors (North Carolina)
North Carolina
$327K -$31.6K -615 -9%
AP
1753
Appleton Partners
Massachusetts
$326K -$31.7K -619 -9%
MWPCG
1754
Measured Wealth Private Client Group
New Hampshire
$325K +$36.9K +720 +13%
NECFA
1755
New England Capital Financial Advisors
Connecticut
$325K +$564 +11 +0.2%
LWANC
1756
Laurel Wealth Advisors (North Carolina)
North Carolina
$324K -$7.7K -150 -2%
CWM
1757
Campbell Wealth Management
Virginia
$324K -$707K -13,770 -69%
IAMOG
1758
Investors Asset Management of Georgia
Georgia
$323K -$8.62K -168 -3%
MWM
1759
Mosley Wealth Management
California
$322K +$322K +6,279 New
RPWA
1760
Regent Peak Wealth Advisors
Georgia
$322K -$1.47M -28,697 -82%
MC
1761
Miramar Capital
Illinois
$322K -$97.5K -1,900 -23%
CFSG
1762
Clark Financial Services Group
Missouri
$321K -$1.69K -33 -0.5%
TFG
1763
Tilson Financial Group
New Jersey
$321K +$11.3K +221 +4%
FOA
1764
Five Oceans Advisors
California
$321K -$62.2K -1,213 -16%
IIM
1765
Ironwood Investment Management
Massachusetts
$320K
BWG
1766
Beta Wealth Group
California
$319K +$1.13K +22 +0.4%
SNBOSCI
1767
Security National Bank of Sioux City Iowa
Iowa
$319K
HCM
1768
Hilton Capital Management
New York
$319K
SPIS
1769
Steward Partners Investment Solutions
Oregon
$319K +$319K +6,216 New
BOS
1770
Bank of Stockton
California
$319K -$3.51K -70 -1%
HI
1771
Hudock Inc
Pennsylvania
$318K +$359 +7 +0.1%
JFGIW
1772
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$317K -$273K -5,321 -46%
CS
1773
Capital Square
Tennessee
$317K -$6.88K -134 -2%
MRCM
1774
M&R Capital Management
New Jersey
$317K -$130K -2,542 -29%
NFG
1775
Nations Financial Group
Iowa
$316K -$27K -527 -8%