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Bristol-Myers Squibb

2,285 hedge funds and large institutions have $96B invested in Bristol-Myers Squibb in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 969 increasing their positions, 880 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,285
Holders Change
-76
Holders Change %
-3.22%
% of All Funds
40.13%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.12%
New
109
Increased
969
Reduced
880
Closed
151
Calls
$1.55B
Puts
$1.29B
Net Calls
+$265M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Shares
Change %
QCIG
2001
Quad-Cities Investment Group
Iowa
$240K +$2.9K +49 +1%
JFA
2002
JNBA Financial Advisors
Minnesota
$239K
MIH
2003
Meitav Investment House
Israel
$237K -$1.09M -18,474 -82%
SIM
2004
SSI Investment Management
California
$237K -$18K -305 -7%
GWA
2005
GGM Wealth Advisors
Maryland
$237K +$577 +10 +0.2%
HCMG
2006
Howard Capital Management Group
California
$236K -$2.66K -45 -1%
1WM
2007
1900 Wealth Management
Texas
$236K
EW
2008
Evoke Wealth
California
$235K +$6.44K +108 +3%
JCM
2009
Jag Capital Management
Missouri
$235K +$37.2K +627 +19%
FDS
2010
Freedom Day Solutions
Texas
$233K -$26.6K -449 -10%
YMRC
2011
Yorktown Management & Research Company
Virginia
$233K
ACM
2012
AUA Capital Management
Pennsylvania
$233K
EWM
2013
Endurance Wealth Management
Rhode Island
$233K +$59 +1 +0%
DAM
2014
Doheny Asset Management
California
$232K -$37.2K -630 -14%
WW
2015
Waterfront Wealth
Kansas
$232K +$5.91K +100 +3%
AWP
2016
Abacus Wealth Partners
California
$231K +$17K +287 +8%
EIG
2017
Ellenbecker Investment Group
Wisconsin
$230K -$2.43K -41 -1%
RHJA
2018
Rice Hall James & Associates
California
$229K
DA
2019
Doliver Advisors
Texas
$229K
HWA
2020
Heritage Wealth Advisors
Virginia
$229K -$92.2K -1,559 -29%
VCG
2021
Vantage Consulting Group
Virginia
$228K +$28.8K +486 +14%
GAB
2022
German American Bancorp
Indiana
$226K -$7.4K -125 -3%
WMA
2023
Wealth Management Associates
New Jersey
$226K -$311K -5,264 -58%
HCP
2024
Holt Capital Partners
Texas
$225K -$5.91K -100 -3%
MPW
2025
MA Private Wealth
California
$225K +$1.18K +20 +0.5%