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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 %
PHIC
1901
Pine Haven Investment Counsel
Massachusetts
$260K
GAM
1902
Gemmer Asset Management
California
$260K +$4.21K +82 +2%
NJBEST
1903
New Jersey Better Educational Savings Trust
New Jersey
$260K
GCA
1904
Genesee Capital Advisors
New York
$260K +$260K +5,071 New
EBT
1905
Enterprise Bank & Trust
Massachusetts
$260K +$35.1K +684 +16%
RIM
1906
Rakuten Investment Management
Japan
$260K +$260K +5,070 New
WWP
1907
WR Wealth Planners
Missouri
$259K +$33.3K +648 +15%
NB
1908
Northwest Bancshares
Pennsylvania
$259K -$36.7K -715 -12%
OCM
1909
Osterweis Capital Management
California
$259K
DTL
1910
Dynamic Technology Lab
Singapore
$259K -$590K -11,503 -69%
DDC
1911
DF Dent & Co
Maryland
$258K +$258K +5,033 New
FGA
1912
Fortis Group Advisors
New Jersey
$258K +$32.4K +500 +14%
GSC
1913
Grey Street Capital
Illinois
$258K +$3.59K +70 +1%
CSPAM
1914
Cary Street Partners Asset Management
Virginia
$258K -$105K -2,050 -29%
CST
1915
Charles Schwab Trust
Nevada
$258K +$1.8K +35 +0.7%
LIG
1916
Lokken Investment Group
Delaware
$257K +$205 +4 +0.1%
HIC
1917
Harvey Investment Company
Kentucky
$257K
HA
1918
Harbor Advisors
Florida
$257K
FCIM
1919
Fairview Capital Investment Management
California
$257K
LIA
1920
LS Investment Advisors
Michigan
$255K
WIA
1921
World Investment Advisors
California
$255K +$255K +4,968 New
SAM
1922
Secure Asset Management
Michigan
$254K +$14.6K +285 +6%
TWM
1923
Thrive Wealth Management
Pennsylvania
$254K -$35.2K -686 -12%
CTA
1924
Chesley Taft & Associates
Illinois
$254K -$895K -17,441 -78%
VCM
1925
Vivaldi Capital Management
Illinois
$254K +$4.04K +83 +2%