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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 %
SWK
1876
Stephen W. Kidder
$274K -$7.18K -140 -3%
GJWM
1877
Gilliland Jeter Wealth Management
Arkansas
$274K +$274K +5,337 New
PGIM
1878
Pacific Global Investment Management
California
$273K -$26K -506 -9%
TCM
1879
Towercrest Capital Management
Pennsylvania
$272K
SW
1880
SlateStone Wealth
Florida
$272K -$25.6K -498 -9%
MIC
1881
Meridian Investment Counsel
California
$272K
OMC
1882
Overbrook Management Corp
New York
$271K
RWB
1883
RMR Wealth Builders
New Jersey
$271K -$7.8K -152 -3%
LFA
1884
Legacy Financial Advisors
Kentucky
$271K -$84.1K -1,640 -24%
AWM
1885
Accurate Wealth Management
Florida
$271K -$199K -3,959 -42%
PIA
1886
Perennial Investment Advisors
California
$271K -$923 -18 -0.3%
EGA
1887
E&G Advisors
Texas
$270K -$30.9K -600 -10%
PGA
1888
Portland Global Advisors
Maine
$270K
CICI
1889
Capital Investment Counsel Inc
North Carolina
$270K -$18K -350 -6%
CBA
1890
Coastal Bridge Advisors
Connecticut
$268K
AWM
1891
Avior Wealth Management
Nebraska
$268K -$32.4K -631 -11%
BC
1892
Bridgefront Capital
Texas
$268K -$101K -1,972 -27%
CCM
1893
Crew Capital Management
Ohio
$267K -$20.3K -396 -7%
APWM
1894
Argonautica Private Wealth Management
Massachusetts
$266K -$38.3K -747 -13%
RA
1895
Riversedge Advisors
Delaware
$266K -$26.2K -511 -9%
RCA
1896
Ranch Capital Advisors
Florida
$266K -$1.33K -26 -0.5%
PTC
1897
Petrus Trust Company
Texas
$265K +$265K +5,157 New
EF
1898
Exeter Financial
Arizona
$264K -$2.26K -44 -0.8%
FB
1899
First Bancorp
Maine
$263K
HS
1900
Horan Securities
United States
$262K -$9.95K -194 -4%