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Bristol-Myers Squibb

2,360 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 936 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+8
Holders Change %
+0.34%
% of All Funds
41.56%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.23%
New
157
Increased
993
Reduced
936
Closed
119
Calls
$1.15B
Puts
$1.04B
Net Calls
+$112M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
1976
Waycross Partners
Kentucky
$288K
RIA
1977
RPG Investment Advisory
California
$287K -$38.8K -616 -12%
BCM
1978
BTR Capital Management
California
$287K -$14.2K -225 -5%
NCM
1979
Northside Capital Management
Oregon
$287K +$5.75K +91 +2%
WA
1980
Waverly Advisors
Alabama
$286K +$42.8K +639 +18%
RM
1981
Resource Management
Louisiana
$284K -$284K -4,499 -50%
WAM
1982
Winslow Asset Management
Ohio
$284K
IIM
1983
InTrack Investment Management
Vermont
$284K +$284K +4,500 New
KWM
1984
Keebeck Wealth Management
Illinois
$283K -$475K -7,454 -63%
WOC
1985
West Oak Capital
California
$283K -$5.99K -95 -2%
CGH
1986
CMG Global Holdings
Texas
$283K +$283K +4,482 New
TCM
1987
Towercrest Capital Management
Pennsylvania
$283K +$283K +4,490 New
MPW
1988
Monterey Private Wealth
California
$282K +$1.51K +23 +0.5%
PCM
1989
Perritt Capital Management
Illinois
$282K +$282K +4,470 New
SJL
1990
Shayne & Jacobs LLC
Tennessee
$281K +$1.89K +30 +0.7%
FCMC
1991
Founders Capital Management (Connecticut)
Connecticut
$280K +$63.1K +1,000 +29%
SP
1992
Successful Portfolios
Florida
$279K -$6.32K -100 -2%
LWMG
1993
Levy Wealth Management Group
Pennsylvania
$278K +$278K +4,400 New
FPCM
1994
Financial Partners Capital Management
New York
$278K +$278K +4,400 New
BCM
1995
Brown Capital Management
Maryland
$277K
RC
1996
Rinet Company
Massachusetts
$277K +$277K +4,383 New
SW
1997
SkyOak Wealth
Michigan
$276K +$132 +2 +0%
TCM
1998
Tradewinds Capital Management
Washington
$276K +$505 +8 +0.2%
PHAM
1999
Palisades Hudson Asset Management
Florida
$275K
ECG
2000
Edge Capital Group
Georgia
$275K +$6.32K +100 +2%