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Bristol-Myers Squibb

2,372 hedge funds and large institutions have $91B invested in Bristol-Myers Squibb in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 774 increasing their positions, 1,182 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,372
Holders Change
-92
Holders Change %
-3.73%
% of All Funds
37.82%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.67%
New
118
Increased
774
Reduced
1,182
Closed
180
Calls
$2.31B
Puts
$1.8B
Net Calls
+$506M
Net Calls Change
+$74.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BFPW
1901
BOK Financial Private Wealth
Colorado
$301K -$19.6K -338 -6%
TCM
1902
Triumph Capital Management
Colorado
$301K +$85K +1,464 +39%
KIG
1903
Kowal Investment Group
Wisconsin
$300K -$90.9K -1,566 -23%
CA
1904
Carson Advisory
Georgia
$300K +$59.9K +1,032 +25%
NAMP
1905
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$299K +$46.4K +800 +18%
RCWM
1906
Royal Capital Wealth Management
Indiana
$299K +$232 +4 +0.1%
ACM
1907
Antonetti Capital Management
Florida
$299K -$17.1K -294 -5%
VCM
1908
Vivaldi Capital Management
Illinois
$297K +$22.1K +380 +8%
FB
1909
First Bancorp
Maine
$297K +$7.78K +134 +3%
FIBT
1910
First International Bank & Trust
North Dakota
$295K -$62K -1,069 -17%
KWA
1911
Kellett Wealth Advisors
Ohio
$295K +$40.2K +693 +16%
MKC
1912
M. Kraus & Co
Vermont
$295K -$20.3K -350 -6%
PHIC
1913
Pine Haven Investment Counsel
Massachusetts
$295K
NJBEST
1914
New Jersey Better Educational Savings Trust
New Jersey
$294K
OCM
1915
Osterweis Capital Management
California
$293K
I
1916
INVST
Indiana
$292K +$11K +189 +4%
ST
1917
Sabal Trust
Florida
$292K -$50.8K -875 -15%
LIG
1918
Lokken Investment Group
Delaware
$291K +$2.61K +45 +0.9%
GCM
1919
Gallacher Capital Management
Colorado
$290K +$290K +5,002 New
FC
1920
Forte Capital
New York
$290K -$7.26K -125 -2%
FCIM
1921
Fairview Capital Investment Management
California
$290K
HA
1922
Harbor Advisors
Florida
$290K
HIC
1923
Harvey Investment Company
Kentucky
$290K
GAM
1924
Gemmer Asset Management
California
$290K +$6.04K +104 +2%
CST
1925
Charles Schwab Trust
Nevada
$289K -$3.89K -67 -1%