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Bristol-Myers Squibb

2,360 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 936 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+8
Holders Change %
+0.34%
% of All Funds
41.56%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.23%
New
157
Increased
993
Reduced
936
Closed
119
Calls
$1.15B
Puts
$1.04B
Net Calls
+$112M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
WMG
1801
WESCAP Management Group
California
$419K -$146K -2,309 -26%
KWMG
1802
King Wealth Management Group
Florida
$419K +$316 +5 +0.1%
Assenagon Asset Management
1803
Assenagon Asset Management
Luxembourg
$418K -$1.16M -18,388 -74%
IWS
1804
Insight Wealth Strategies
California
$418K +$4.67K +74 +1%
BC
1805
Bridgefront Capital
Texas
$416K -$436K -6,907 -51%
MCWS
1806
McKinley Carter Wealth Services
West Virginia
$416K +$5.18K +82 +1%
PGA
1807
Portland Global Advisors
Maine
$415K +$1.9K +30 +0.5%
MWC
1808
MBM Wealth Consultants
Missouri
$415K +$26.1K +414 +7%
GFPC
1809
Global Financial Private Client
Florida
$413K +$34.4K +547 +9%
PTC
1810
Provident Trust Company
Wisconsin
$412K
OMC
1811
Overbrook Management Corp
New York
$411K -$56.2K -890 -12%
TWP
1812
Tempus Wealth Planning
California
$411K +$21.4K +340 +6%
CI
1813
CX Institutional
Indiana
$411K +$30.7K +486 +8%
MAM
1814
McLean Asset Management
Virginia
$410K -$12.6K -191 -3%
BFPW
1815
BOK Financial Private Wealth
Colorado
$410K +$107K +1,689 +35%
SS
1816
Simplicity Solutions
Minnesota
$409K -$7.53M -119,216 -95%
CA
1817
Calton & Associates
Florida
$409K -$126K -1,989 -23%
TFO
1818
Tarbox Family Office
California
$408K -$189 -3 -0%
AWM
1819
Avior Wealth Management
Nebraska
$407K +$27.6K +439 +7%
HWA
1820
Hillcrest Wealth Advisors
New Jersey
$406K -$126K -2,000 -24%
Financial Engines Advisors
1821
Financial Engines Advisors
California
$406K +$132K +2,087 +48%
HI
1822
Hudock Inc
Pennsylvania
$405K -$15K -238 -4%
WAM
1823
Weatherly Asset Management
California
$403K
BWA
1824
Burt Wealth Advisors
Maryland
$403K
RPWA
1825
Regent Peak Wealth Advisors
Georgia
$402K +$3.47K +55 +0.9%