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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 %
MA
1926
MJP Associates
Connecticut
$289K -$146K -2,508 -33%
TAM
1927
Trillium Asset Management
Massachusetts
$289K
LIA
1928
LS Investment Advisors
Michigan
$289K
FTWA
1929
Fifth Third Wealth Advisors
Ohio
$288K +$106K +1,830 +58%
SIG
1930
Spinnaker Investment Group
California
$288K +$12.2K +211 +4%
SF
1931
Symphony Financial
Texas
$288K +$11.2K +194 +4%
GSC
1932
Grey Street Capital
Illinois
$288K +$2.21K +38 +0.8%
SAM
1933
S.A. Mason
Michigan
$286K -$19.2K -331 -6%
VAM
1934
Verity Asset Management
North Carolina
$284K -$53K -914 -16%
BWA
1935
Burt Wealth Advisors
Maryland
$284K
BA
1936
Bristlecone Advisors
Washington
$283K +$464 +8 +0.2%
FSA
1937
Fort Sheridan Advisors
Illinois
$283K -$58K -1,000 -17%
SCM
1938
Sterneck Capital Management
Missouri
$282K -$23.2K -400 -8%
TPA
1939
Trivium Point Advisory
Connecticut
$281K -$2.17K -38 -0.8%
TCOO
1940
Trust Company of Oklahoma
Oklahoma
$281K
VC
1941
Vicus Capital
Pennsylvania
$280K +$10.4K +179 +4%
B
1942
Bridgeworth
Alabama
$279K
EA
1943
Eudaimonia Advisors
Tennessee
$279K -$22.6K -389 -7%
WDC
1944
Woodward Diversified Capital
California
$279K -$320K -5,509 -53%
HCM
1945
Hodges Capital Management
Texas
$279K +$279K +4,809 New
SMWM
1946
Silvia McColl Wealth Management
California
$279K
FA
1947
Fagan Associates
New York
$278K
APWA
1948
Atlas Private Wealth Advisors
New Jersey
$277K -$77.5K -1,336 -22%
CIA
1949
Compass Ion Advisors
Pennsylvania
$276K +$276K +4,759 New
PFGIA
1950
Patriot Financial Group Insurance Agency
Massachusetts
$276K -$13.8K -237 -5%