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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 %
RCWM
1951
Royal Capital Wealth Management
Indiana
$369K +$13K +188 +4%
EF
1952
Exeter Financial
Arizona
$369K +$3.51K +50 +1%
HIP
1953
HUB Investment Partners
Texas
$369K +$45.5K +657 +14%
RCA
1954
Ranch Capital Advisors
Florida
$368K -$2.01K -29 -0.5%
MIC
1955
Meridian Investment Counsel
California
$367K -$1.8K -26 -0.5%
PHIC
1956
Pine Haven Investment Counsel
Massachusetts
$366K -$6.24K -90 -2%
PGA
1957
Portland Global Advisors
Maine
$365K -$77.2K -1,114 -17%
VA
1958
Valmark Advisers
Ohio
$365K +$85.3K +1,231 +31%
SAM
1959
S.A. Mason
Michigan
$365K -$8.94K -129 -2%
SCM
1960
Sterneck Capital Management
Missouri
$364K
KWM
1961
Keebeck Wealth Management
Illinois
$364K +$106K +1,524 +41%
TAM
1962
Trillium Asset Management
Massachusetts
$364K -$39.1K -586 -10%
BFAG
1963
Blackston Financial Advisory Group
Florida
$364K -$4.29K -62 -1%
BWA
1964
Burt Wealth Advisors
Maryland
$363K +$8.32K +120 +2%
B
1965
Bridgeworth
Alabama
$363K -$4.44K -64 -1%
TPA
1966
Trivium Point Advisory
Connecticut
$362K -$2.63K -38 -0.7%
MWM
1967
Moran Wealth Management
Florida
$362K -$63.3K -914 -15%
CBA
1968
Coastal Bridge Advisors
Connecticut
$362K
BCA
1969
Bray Capital Advisors
Florida
$362K +$2.29K +33 +0.6%
IAM
1970
Innovis Asset Management
Illinois
$361K +$2.56K +37 +0.7%
LC
1971
Lavaca Capital
Texas
$361K -$21K -300 -6%
QC
1972
Quent Capital
New York
$361K +$12.5K +181 +4%
EFH
1973
Eaton Financial Holdings
Florida
$360K -$13.2K -190 -4%
WCM
1974
Washington Capital Management
Washington
$360K
VCWA
1975
Vanguard Capital Wealth Advisors
Colorado
$360K +$118K +1,700 +49%