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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 %
AW
1976
Avion Wealth
Texas
$358K -$7.19K -100 -2%
LG
1977
Leuthold Group
Minnesota
$358K -$20.4K -295 -5%
CWM
1978
Cahaba Wealth Management
Georgia
$357K -$2.36K -34 -0.7%
IVP
1979
Intrinsic Value Partners
Arizona
$357K -$2.77K -40 -0.8%
PFGIA
1980
Patriot Financial Group Insurance Agency
Massachusetts
$356K -$65.9K -951 -16%
RWM
1981
RBA Wealth Management
California
$355K -$29.9K -431 -8%
JFL
1982
Jarislowsky, Fraser Ltd
Quebec, Canada
$355K -$47.1K -680 -12%
FB
1983
First Bancorp
Maine
$352K -$13.9K -200 -4%
SC
1984
SRB Corp
Massachusetts
$352K -$50.9K -734 -13%
SCM
1985
Stonehearth Capital Management
Massachusetts
$352K +$2.56K +37 +0.7%
NJBEST
1986
New Jersey Better Educational Savings Trust
New Jersey
$352K
LAI
1987
Legal Advantage Investments
California
$351K
EFMC
1988
Empire Financial Management Company
New York
$349K +$349K +5,040 New
DOA
1989
D'Orazio & Associates
Virginia
$349K -$266K -3,835 -43%
ML
1990
McAdam LLC
Pennsylvania
$348K -$139K -2,011 -29%
HIC
1991
Harvey Investment Company
Kentucky
$347K
FCIM
1992
Fairview Capital Investment Management
California
$347K -$6.24K -90 -2%
HA
1993
Harbor Advisors
Florida
$347K
BFA
1994
Brendel Financial Advisors
New Hampshire
$345K +$345K +4,976 New
LIA
1995
LS Investment Advisors
Michigan
$345K
OWM
1996
OneAscent Wealth Management
Alabama
$344K -$50.7K -731 -13%
EA
1997
Eudaimonia Advisors
Tennessee
$343K -$6.93K -100 -2%
C
1998
Covestor
United Kingdom
$343K +$27.9K +403 +9%
ISWM
1999
Independent Solutions Wealth Management
New York
$343K +$64.3K +927 +23%
LPAM
2000
Lodestar Private Asset Management
California
$342K +$347 +5 +0.1%