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Bristol-Myers Squibb

2,285 hedge funds and large institutions have $96B invested in Bristol-Myers Squibb in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 969 increasing their positions, 880 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,285
Holders Change
-76
Holders Change %
-3.22%
% of All Funds
40.13%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.12%
New
109
Increased
969
Reduced
880
Closed
151
Calls
$1.55B
Puts
$1.29B
Net Calls
+$265M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Shares
Change %
AWP
1901
Ascent Wealth Partners
New York
$291K +$86.8K +1,467 +42%
SAM
1902
SignalPoint Asset Management
Missouri
$290K -$22.2K -376 -7%
RM
1903
Resource Management
Louisiana
$290K +$59 +1 +0%
FBFS
1904
First Business Financial Services
Wisconsin
$290K +$11.8K +200 +4%
AAP
1905
Arax Advisory Partners
Colorado
$290K +$13.6K +230 +5%
MFS
1906
Mirabella Financial Services
United Kingdom
$289K -$2.03M -34,225 -88%
SWRP
1907
Summit Wealth & Retirement Planning
California
$289K -$2.96K -50 -1%
CFFP
1908
Center for Financial Planning
Michigan
$288K +$59 +1 +0%
GFS
1909
GYL Financial Synergies
Connecticut
$288K +$110K +1,858 +62%
FIA
1910
Foundations Investment Advisors
Arizona
$287K +$10.2K +172 +4%
NAS
1911
Nicolet Advisory Services
Wisconsin
$286K +$41.5K +695 +17%
FSA
1912
Fort Sheridan Advisors
Illinois
$284K -$1.95K -33 -0.7%
SIA
1913
Soltis Investment Advisors
Utah
$283K +$2.55K +43 +0.9%
MPW
1914
Monterey Private Wealth
California
$282K +$473 +8 +0.2%
WI
1915
WrapManager Inc
California
$282K +$31.7K +535 +13%
CWM
1916
Connecticut Wealth Management
Connecticut
$282K +$32.7K +552 +13%
WFA
1917
WestHill Financial Advisors
California
$281K +$281K +4,745 New
VCM
1918
Vivaldi Capital Management
Illinois
$280K
CF
1919
Corrigan Financial
Rhode Island
$279K +$59 +1 +0%
NFG
1920
Nations Financial Group
Iowa
$278K -$37.2K -629 -12%
WA1
1921
Wimmer Associates 1
California
$278K -$15.4K -260 -5%
ESBC
1922
E.S. Barr & Co
Kentucky
$278K
TFA
1923
Tranquilli Financial Advisor
New Jersey
$275K
SAM
1924
Satovsky Asset Management
New York
$275K +$1.95K +33 +0.7%
AGM
1925
Alpine Global Management
New York
$274K +$274K +4,623 New