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Bristol-Myers Squibb

2,525 hedge funds and large institutions have $111B invested in Bristol-Myers Squibb in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,048 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
-63
Holders Change %
-2.43%
% of All Funds
40.41%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
1.09%
New
124
Increased
1,048
Reduced
1,007
Closed
136
Calls
$1.6B
Puts
$1.03B
Net Calls
+$568M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1926
Mattern Wealth Management
Kansas
$381K
AAA
1927
Adams Asset Advisors
Texas
$381K
AA
1928
Alta Advisers
United Kingdom
$381K
KWM
1929
Kolinsky Wealth Management
New Jersey
$381K +$5.82K +84 +2%
PIA
1930
Perennial Investment Advisors
California
$381K +$113K +1,626 +42%
SWK
1931
Stephen W. Kidder
$380K -$6.93K -100 -2%
IIC
1932
Integrated Investment Consultants
Michigan
$380K +$89.3K +1,288 +31%
MAA
1933
Matrix Asset Advisors
New York
$378K -$82.5K -1,190 -18%
MSA
1934
Marino Stram & Associates
Massachusetts
$377K +$1.87K +27 +0.5%
CMI
1935
Clare Market Investments
Texas
$377K -$225K -3,243 -37%
PWM
1936
Prentice Wealth Management
New York
$377K +$17.5K +252 +5%
ACM
1937
Antonetti Capital Management
Florida
$376K +$31.5K +455 +9%
WWM
1938
WT Wealth Management
Arizona
$376K +$376K +5,430 New
EFM
1939
E Fund Management
China
$376K -$2.84K -41 -0.8%
SSW
1940
Smith Shellnut Wilson
Mississippi
$375K
FWA
1941
FSM Wealth Advisors
Ohio
$374K +$80.8K +1,165 +28%
TWM
1942
Thrive Wealth Management
Pennsylvania
$374K -$34.4K -496 -8%
SFA
1943
Seneca Financial Advisors
New York
$373K +$373K +5,387 New
FMP
1944
Financial Management Professionals
Texas
$373K +$66.5K +961 +22%
RTC
1945
Riverview Trust Company
Washington
$372K
MA
1946
MBA Advisors
Pennsylvania
$372K -$3.47K -50 -0.9%
IF
1947
Intrua Financial
Texas
$372K +$58.9K +865 +19%
SFS
1948
Stiles Financial Services
Minnesota
$371K +$12.1K +175 +3%
GFP
1949
Gryphon Financial Partners
Ohio
$370K -$36.7K -529 -9%
IC
1950
Inscription Capital
Texas
$370K +$37.8K +545 +11%