BMY icon

Bristol-Myers Squibb

2,456 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 986 increasing their positions, 1,014 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-67
Holders Change %
-2.66%
% of All Funds
42.47%
Holding in Top 10
113
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.39%
% of All Funds
1.95%
New
98
Increased
986
Reduced
1,014
Closed
133
Calls
$1.98B
Puts
$1.57B
Net Calls
+$411M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Shares
Change %
WBC
2001
West Branch Capital
Massachusetts
$322K +$568 +8 +0.2%
GDP
2002
Great Diamond Partners
Maine
$322K +$36.2K +510 +13%
GWA
2003
GGM Wealth Advisors
Maryland
$320K +$799 +11 +0.3%
CWS
2004
Cypress Wealth Services
California
$320K +$1.4K +20 +0.4%
CSWM
2005
Cassady Schiller Wealth Management
Ohio
$317K +$46.5K +654 +17%
NFP
2006
Narus Financial Partners
Utah
$317K -$3.55K -50 -1%
HI
2007
Hendershot Investments
Virginia
$316K -$26.1K -368 -8%
MKC
2008
M. Kraus & Co
Vermont
$315K +$56.5K +795 +22%
KTA
2009
Keeley-Teton Advisors
Illinois
$314K +$34.9K +491 +13%
NCM
2010
Northside Capital Management
Oregon
$311K
SIG
2011
Spinnaker Investment Group
California
$311K +$32K +450 +11%
APW
2012
Aurora Private Wealth
New Jersey
$310K +$997 +14 +0.3%
CHA
2013
Carmichael Hill & Associates
Maryland
$310K +$17.8K +250 +6%
VA
2014
Valmark Advisers
Ohio
$309K +$45.6K +642 +17%
HCM
2015
Hutchinson Capital Management
California
$308K -$9.23K -130 -3%
TA
2016
Tiedemann Advisors
New York
$308K +$46.5K +653 +18%
KAM
2017
KEB Asset Management
Illinois
$307K +$1.7K +24 +0.6%
FSC
2018
Full Sail Capital
Oklahoma
$307K +$6.97K +98 +2%
PA
2019
Probity Advisors
Texas
$306K -$42.6K -599 -12%
BHB
2020
Bank Hapoalim BM
Israel
$306K -$25.8K -363 -8%
TCM
2021
Towercrest Capital Management
Pennsylvania
$306K
DA
2022
Doliver Advisors
Texas
$306K
TA
2023
TrueWealth Advisors
Alabama
$305K -$4.91K -69 -2%
I
2024
INVST
Indiana
$304K -$10.6K -155 -3%
NAS
2025
Nicolet Advisory Services
Wisconsin
$304K +$65.3K +954 +27%