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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 %
CBB
1801
Citizens Business Bank
California
$306K -$165K -3,209 -35%
FCA
1802
FLC Capital Advisors
California
$306K -$14.2K -277 -4%
EB
1803
Eastern Bank
Massachusetts
$306K -$26.6K -519 -8%
MFWP
1804
Mosaic Family Wealth Partners
Missouri
$305K -$4.67K -91 -2%
CFP
1805
Catalyst Financial Partners
Massachusetts
$305K -$83.5K -1,628 -22%
WC
1806
Westhampton Capital
North Carolina
$304K -$412K -8,020 -58%
AO
1807
Advisor OS
Illinois
$304K -$109K -2,127 -26%
GCA
1808
Greenwood Capital Associates
South Carolina
$303K -$40.5K -790 -12%
AC
1809
Avestar Capital
New York
$303K +$10.1K +197 +3%
VAM
1810
Verity Asset Management
North Carolina
$303K +$51.3K +1,000 +20%
FPCP
1811
Fort Point Capital Partners
California
$302K -$55.3K -1,078 -15%
CTA
1812
Colonial Trust Advisors
South Carolina
$301K -$50.8K -991 -14%
BFC
1813
Bedel Financial Consulting
Indiana
$301K +$462 +9 +0.2%
AHC
1814
Adell Harriman & Carpenter
Texas
$301K +$32.1K +625 +12%
HCM
1815
Hall Capital Management
Rhode Island
$301K
PCS
1816
Private Client Services
Kentucky
$301K +$301K +5,864 New
GCA
1817
Guardian Capital Advisors
Ontario, Canada
$300K
AC
1818
Abbrea Capital
California
$300K -$273K -5,320 -48%
FIA
1819
FNY Investment Advisers
New York
$300K +$296K +5,780 +8,257%
W
1820
WPWealth
Texas
$300K +$718 +14 +0.2%
PA
1821
PSI Advisors
Florida
$300K -$19.3K -376 -6%
WAG
1822
Wallace Advisory Group
California
$299K -$29.8K -514 -9%
LC
1823
LCNB Corp
Ohio
$299K -$4.57K -89 -2%
ONSWM
1824
Old North State Wealth Management
North Carolina
$298K +$298K +5,814 New
JGIA
1825
Jackson Grant Investment Advisers
Connecticut
$298K -$38.1K -742 -11%