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Bristol-Myers Squibb

2,142 hedge funds and large institutions have $95.3B invested in Bristol-Myers Squibb in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 819 increasing their positions, 947 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,142
Holders Change
-69
Holders Change %
-3.12%
% of All Funds
47.32%
Holding in Top 10
135
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+27.36%
% of All Funds
2.98%
New
144
Increased
819
Reduced
947
Closed
178
Calls
$1.42B
Puts
$1.89B
Net Calls
-$469M
Net Calls Change
+$2.5B
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
2001
Heritage Wealth Advisors
Virginia
$128K +$26.5K +475 +26%
GWMIA
2002
Global Wealth Management Investment Advisory
Florida
$127K
PCFFS
2003
Pacific Center for Financial Services
California
$122K -$22.2K -400 -15%
PB
2004
Pinnacle Bancorp
Nebraska
$118K
FWM
2005
FSA Wealth Management
Massachusetts
$118K
CPA
2006
Cowen Prime Advisors
New York
$117K
BCP
2007
Blue Chip Partners
Michigan
$117K +$117K +2,097 New
QAM
2008
QCI Asset Management
New York
$116K -$6.58K -120 -5%
CFG
2009
CKW Financial Group
Hawaii
$115K -$21.9K -400 -16%
NL
2010
NVWM LLC
Pennsylvania
$115K +$113K +2,014 +4,684%
SQA
2011
Simon Quick Advisors
New Jersey
$112K +$22.8K +407 +26%
CAC
2012
Certified Advisory Corp
Florida
$110K -$10.1K -181 -8%
CWM
2013
Cranbrook Wealth Management
Michigan
$106K
MHR
2014
Matthew Hamilton Rosenberg
$103K +$103K +1,845 New
AIM
2015
Artemis Investment Management
United Kingdom
$101K +$35.5K +636,863 +54%
APC
2016
Aspire Private Capital
North Carolina
$100K -$8.82K -159 -8%
BSG
2017
Black Swift Group
Colorado
$100K +$100K +1,791 New
BWP
2018
Baldwin Wealth Partners
Massachusetts
$97K
IFAM
2019
Institutional & Family Asset Management
Colorado
$96K -$1.89K -34 -2%
PFO
2020
Pathstone Family Office
New Jersey
$95K -$55.9K -1,000 -37%
TJHA
2021
Thomas J. Herzfeld Advisors
Florida
$95K
JWA
2022
JFS Wealth Advisors
Pennsylvania
$94K
TIM
2023
Tortoise Investment Management
New York
$93K -$28K -500 -23%
TCM
2024
Tanaka Capital Management
New York
$93K
PHK
2025
Point72 Hong Kong
Hong Kong
$91K -$7.49K -134 -8%