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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 %
BOS
1801
Bank of Stockton
California
$469K -$32.9K -475 -7%
AIP
1802
Almanack Investment Partners
Pennsylvania
$468K
BIA
1803
Bigelow Investment Advisors
Maine
$467K -$67.1K -968 -13%
KIG
1804
Kowal Investment Group
Wisconsin
$467K +$32.6K +470 +7%
CVM
1805
Cheviot Value Management
California
$467K -$1.8K -26 -0.4%
WAOI
1806
Wealth Advisors of Iowa
Iowa
$466K -$39.5K -570 -8%
CAM
1807
Columbia Asset Management
Michigan
$466K
RWA
1808
River Wealth Advisors
Pennsylvania
$466K -$41K -592 -8%
PA
1809
Parkside Advisors
California
$465K
PCC
1810
Park Circle Company
Maryland
$464K
RAG
1811
RIA Advisory Group
Iowa
$464K -$8.18K -118 -2%
CBB
1812
Citizens Business Bank
California
$464K +$34.4K +497 +8%
PGIM
1813
Pacific Global Investment Management
California
$463K +$2.22K +32 +0.5%
WIA
1814
Westbourne Investment Advisors
Maryland
$463K +$6.93K +100 +2%
V
1815
VeraBank
Texas
$461K
JGIA
1816
Jackson Grant Investment Advisers
Connecticut
$460K +$7.42K +107 +2%
MKC
1817
M. Kraus & Co
Vermont
$460K +$624 +9 +0.1%
BHPW
1818
Beverly Hills Private Wealth
California
$460K +$460K +6,631 New
EWA
1819
ERTS Wealth Advisors
Michigan
$459K -$38.1K -550 -8%
IAMOG
1820
Investors Asset Management of Georgia
Georgia
$459K
SHGA
1821
Sand Hill Global Advisors
California
$458K +$173K +2,500 +61%
MTC
1822
McDaniel Terry & Co
Texas
$458K
FPGT
1823
Financial Partners Group (Tennessee)
Tennessee
$457K
GC
1824
Gratus Capital
Georgia
$457K -$480K -6,924 -51%
EB
1825
Eastern Bank
Massachusetts
$456K -$78.5K -1,133 -15%