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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 %
CWS
1951
Cypress Wealth Services
California
$275K -$522 -9 -0.2%
LIM
1952
Lathrop Investment Management
Arkansas
$275K -$2.33K -40 -0.8%
M
1953
Mirova
France
$274K -$437K -7,529 -61%
EFM
1954
E Fund Management
China
$274K -$13.7K -236 -5%
DIM
1955
Delta Investment Management
California
$274K
FBFS
1956
First Business Financial Services
Wisconsin
$273K +$7.55K +130 +3%
SAM
1957
Secure Asset Management
Michigan
$271K -$8.88K -153 -3%
CWG
1958
Cornerstone Wealth Group
North Carolina
$270K +$84.6K +1,457 +46%
MPW
1959
Monterey Private Wealth
California
$269K +$2.44K +42 +0.9%
EWA
1960
EverSource Wealth Advisors
Alabama
$268K +$51.1K +881 +24%
FMTC
1961
Farmers & Merchants Trust Company
California
$267K
BFAG
1962
Blackston Financial Advisory Group
Florida
$267K -$25K -431 -9%
CGH
1963
CMG Global Holdings
Texas
$267K
RP
1964
Riverwater Partners
Wisconsin
$266K +$40K +689 +18%
WCG
1965
Weaver Consulting Group
California
$266K -$7.26K -125 -3%
LPAM
1966
Lodestar Private Asset Management
California
$266K -$11.9K -205 -4%
SPWM
1967
Schrum Private Wealth Management
Florida
$266K
IA
1968
Insight Advisors
Pennsylvania
$266K -$100K -1,731 -27%
CCA
1969
Childress Capital Advisors
Texas
$265K +$265K +4,804 New
WP
1970
Waycross Partners
Kentucky
$264K
FBB
1971
Fulton Breakefield Broenniman
Maryland
$263K -$9K -155 -3%
APWM
1972
Atlas Private Wealth Management
New York
$263K
CWM
1973
Cahaba Wealth Management
Georgia
$261K -$115K -1,975 -30%
HFAS
1974
Hummer Financial Advisory Services
Illinois
$261K
MFC
1975
Mechanics Financial Corp
Ohio
$261K