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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 %
HS
2001
Horan Securities
United States
$341K +$4.3K +62 +1%
SPA
2002
Sherbrooke Park Advisers
New York
$340K -$762K -11,000 -69%
BWG
2003
Beta Wealth Group
California
$340K +$27.7K +400 +9%
NB
2004
Northwest Bancshares
Pennsylvania
$339K
FA
2005
Financial Advisors
Massachusetts
$338K
JSL
2006
JT Stratford LLC
Georgia
$337K +$81.4K +1,174 +32%
FA
2007
Fagan Associates
New York
$337K
CF
2008
Corrigan Financial
Rhode Island
$337K +$69 +1 +0%
SB
2009
Strategic Blueprint
Georgia
$336K +$39K +563 +13%
TCOO
2010
Trust Company of Oklahoma
Oklahoma
$335K -$69 -1 -0%
CIM
2011
Chiron Investment Management
New York
$334K
FBFS
2012
First Business Financial Services
Wisconsin
$334K
SMWM
2013
Silvia McColl Wealth Management
California
$333K
VCM
2014
Vivaldi Capital Management
Illinois
$333K -$693 -10 -0.2%
FDS
2015
Freedom Day Solutions
Texas
$333K -$16.9K -253 -5%
GCA
2016
Gradient Capital Advisors
California
$332K -$1.53K -22 -0.5%
AC
2017
Avestar Capital
New York
$331K +$347 +5 +0.1%
LSA
2018
L & S Advisors
California
$331K -$4.76M -68,668 -93%
CM
2019
Columbus Macro
Pennsylvania
$331K -$3K -43 -0.9%
LIM
2020
Lathrop Investment Management
Arkansas
$331K -$6.94K -100 -2%
NWM
2021
NEIRG Wealth Management
Massachusetts
$331K +$48.9K +706 +17%
WAM
2022
Weatherly Asset Management
California
$331K -$39.5K -570 -11%
LJHT
2023
Laurie J. Hall Trustee
$330K
WWM
2024
Windsor Wealth Management
Indiana
$328K
EFG
2025
Everhart Financial Group
Ohio
$328K +$3.88K +56 +1%