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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 %
SQA
1776
Simon Quick Advisors
New Jersey
$363K +$101K +1,738 +39%
WAG
1777
Wallace Advisory Group
California
$362K -$11K -172 -3%
FCA
1778
FLC Capital Advisors
California
$362K -$4.93K -85 -1%
IIM
1779
Ironwood Investment Management
Massachusetts
$362K
SSWM
1780
Strait & Sound Wealth Management
California
$361K +$361K +6,224 New
W
1781
Wealthquest
Ohio
$361K +$361K +6,222 New
SNBOSCI
1782
Security National Bank of Sioux City Iowa
Iowa
$361K -$46.4K -800 -11%
HCM
1783
Hilton Capital Management
New York
$361K
PIP
1784
Peachtree Investment Partners
Florida
$361K -$38.8K -668 -10%
PA
1785
PSI Advisors
Florida
$361K +$63.3K +1,091 +21%
BWG
1786
Beta Wealth Group
California
$360K +$11.7K +202 +3%
PSB
1787
Piscataqua Savings Bank
New Hampshire
$359K
HI
1788
Hudock Inc
Pennsylvania
$359K +$348 +6 +0.1%
CS
1789
Capital Square
Tennessee
$359K +$5.23K +92 +1%
VCP
1790
Verus Capital Partners
Arizona
$359K -$22.6K -389 -6%
SWM
1791
Silverlake Wealth Management
Vermont
$358K +$1.92K +33 +0.5%
SFA
1792
Souders Financial Advisors
Ohio
$357K +$110K +1,902 +45%
CVM
1793
Cheviot Value Management
California
$356K -$19.7K -340 -5%
IDBONY
1794
Israel Discount Bank of New York
New York
$355K -$987 -17 -0.3%
RDFA
1795
Ritter Daniher Financial Advisory
Ohio
$354K
PCA
1796
Pallas Capital Advisors
Massachusetts
$354K +$354K +6,908 New
BCCM
1797
Bridge Creek Capital Management
Massachusetts
$354K -$2.03K -35 -0.6%
SHGA
1798
Sand Hill Global Advisors
California
$353K -$23.8K -410 -6%
SAM
1799
Satovsky Asset Management
New York
$352K +$2.73K +47 +0.8%
LOPW
1800
Live Oak Private Wealth
North Carolina
$351K -$11.6K -200 -3%