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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 %
BRM
1776
Boston Research & Management
Massachusetts
$485K
EIP
1777
Ellis Investment Partners
Pennsylvania
$484K -$12.5K -181 -3%
JFA
1778
JNBA Financial Advisors
Minnesota
$483K +$61.7K +890 +15%
SAS
1779
Stelac Advisory Services
New York
$483K +$416 +6 +0.1%
JC
1780
JB Capital
Connecticut
$482K +$30.1K +434 +7%
MWA
1781
Meridian Wealth Advisors
Texas
$482K
WIM
1782
Westside Investment Management
California
$481K -$4.09K -59 -0.8%
FFA
1783
Founders Financial Alliance
North Carolina
$481K -$30.5K -439 -6%
SHFA
1784
SC&H Financial Advisors
Maryland
$480K +$57.9K +835 +14%
SWMG
1785
Sanchez Wealth Management Group
Florida
$478K
GCA
1786
Guardian Capital Advisors
Ontario, Canada
$477K -$17.6K -250 -4%
VCP
1787
Verus Capital Partners
Arizona
$477K -$1.04K -15 -0.2%
OBGC
1788
O'Brien Greene & Co
Pennsylvania
$477K
KFI
1789
Key Financial Inc
Pennsylvania
$477K -$61.1K -882 -11%
GCM
1790
Gables Capital Management
Florida
$475K
WIM
1791
WealthPlan Investment Management
Nebraska
$474K -$236K -3,404 -33%
JSW
1792
Journey Strategic Wealth
New Jersey
$473K +$68.3K +986 +17%
CP
1793
CenterBook Partners
Connecticut
$473K +$473K +6,823 New
AC
1794
Allstate Corporation
Illinois
$472K -$7.19M -103,714 -94%
MIM
1795
Merrion Investment Management
New Jersey
$472K -$12.1K -175 -3%
ARMT
1796
Amica Retiree Medical Trust
Rhode Island
$471K +$235K +3,398 +100%
TLCM
1797
Twin Lakes Capital Management
California
$471K +$3.6K +52 +0.8%
ATFA
1798
All Terrain Financial Advisors
Minnesota
$470K
BFG
1799
Berger Financial Group
Minnesota
$470K +$45.5K +657 +11%
PBO
1800
Peoples Bank (Ohio)
Ohio
$469K -$55.4K -800 -11%