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Bristol-Myers Squibb

2,360 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 936 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+8
Holders Change %
+0.34%
% of All Funds
41.56%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.23%
New
157
Increased
993
Reduced
936
Closed
119
Calls
$1.15B
Puts
$1.04B
Net Calls
+$112M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
1926
Windsor Capital Management
Arizona
$323K -$133K -2,108 -29%
VCM
1927
Vivaldi Capital Management
Illinois
$322K -$95K -1,465 -23%
FG
1928
Foster Group
Iowa
$322K
KPW
1929
Kore Private Wealth
New York
$321K -$156K -2,467 -33%
HCM
1930
HMS Capital Management
Tennessee
$321K -$72K -1,141 -18%
AW
1931
Avion Wealth
Texas
$321K
FSA
1932
Fort Sheridan Advisors
Illinois
$321K +$321K +5,090 New
PAG
1933
Pinnacle Advisory Group
Maryland
$321K +$321K +5,091 New
NJBEST
1934
New Jersey Better Educational Savings Trust
New Jersey
$320K -$177K -2,800 -36%
CPSAC
1935
Chas P. Smith & Associates (CPS)
Florida
$319K
FA
1936
Financial Advisors
Massachusetts
$319K +$13.4K +212 +4%
HFAS
1937
Hummer Financial Advisory Services
Illinois
$318K
PCP
1938
Proficio Capital Partners
Massachusetts
$317K -$47.2K -747 -13%
SAM
1939
S.A. Mason
Michigan
$317K +$19K +301 +6%
KFI
1940
Key Financial Inc
Pennsylvania
$317K +$105K +1,664 +50%
HIC
1941
Harvey Investment Company
Kentucky
$316K
HA
1942
Harbor Advisors
Florida
$316K
EF
1943
Exeter Financial
Arizona
$316K +$25.2K +400 +9%
BFA
1944
Brendel Financial Advisors
New Hampshire
$314K
DWM
1945
Destination Wealth Management
California
$314K +$314K +4,970 New
PIA
1946
Pinion Investment Advisors
Kansas
$313K +$21.2K +335 +7%
FC
1947
Fairpointe Capital
Illinois
$312K -$145K -2,291 -32%
LBC
1948
Lawrence B. Cohen
$312K -$10.2K -162 -3%
CHA
1949
Carmichael Hill & Associates
Maryland
$311K
ADMI
1950
Albert D. Mason Inc
Massachusetts
$310K +$17.3K +275 +6%