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Bristol-Myers Squibb

2,352 hedge funds and large institutions have $104B invested in Bristol-Myers Squibb in 2020 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 944 increasing their positions, 868 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,352
Holders Change
+144
Holders Change %
+6.52%
% of All Funds
41.73%
Holding in Top 10
78
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.13%
% of All Funds
1.38%
New
285
Increased
944
Reduced
868
Closed
108
Calls
$1.51B
Puts
$1.38B
Net Calls
+$132M
Net Calls Change
+$259M
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
1976
Pinion Investment Advisors
Kansas
$287K -$51.1K -823 -15%
EW
1977
Evoke Wealth
California
$287K -$15.4K -246 -5%
BI
1978
Blooom Inc
Kansas
$287K +$287K +5,682 New
EF
1979
Exeter Financial
Arizona
$286K
RWB
1980
RMR Wealth Builders
New Jersey
$285K -$416K -6,713 -59%
GWM
1981
GSB Wealth Management
Connecticut
$285K
EA
1982
Elm Advisors
California
$284K -$126K -2,035 -31%
WOC
1983
West Oak Capital
California
$284K
DAM
1984
Doheny Asset Management
California
$283K -$273K -4,404 -49%
FSC
1985
Full Sail Capital
Oklahoma
$283K -$10.6K -165 -4%
WP
1986
Waycross Partners
Kentucky
$283K +$283K +4,557 New
MWM
1987
Merriman Wealth Management
Washington
$281K +$63K +1,014 +29%
GBBWRPM
1988
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$280K -$11.8K -190 -4%
WAM
1989
Winslow Asset Management
Ohio
$280K
SP
1990
Successful Portfolios
Florida
$280K
CCM
1991
Carderock Capital Management
Maryland
$278K
NCM
1992
Northside Capital Management
Oregon
$276K
SJL
1993
Shayne & Jacobs LLC
Tennessee
$275K +$1.74K +28 +0.6%
WAG
1994
Winthrop Advisory Group
Massachusetts
$275K +$5.52K +89 +2%
RPA
1995
Rock Point Advisors
Vermont
$273K -$3.1K -50 -1%
BCM
1996
Brown Capital Management
Maryland
$273K
EBT
1997
Enterprise Bank & Trust
Massachusetts
$272K -$9.32K -150 -3%
ATIA
1998
American Trust Investment Advisors
New Hampshire
$272K +$272K +4,388 New
AFC
1999
AFT Forsyth & Company
Florida
$271K -$4.4K -71 -2%
PHAM
2000
Palisades Hudson Asset Management
Florida
$271K