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Bristol-Myers Squibb

2,464 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,058 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.86%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,058
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
2001
Symphony Financial
Texas
$306K +$41.9K +656 +16%
LSA
2002
L & S Advisors
California
$306K
LIM
2003
Lathrop Investment Management
Arkansas
$305K
IVP
2004
Intrinsic Value Partners
Arizona
$304K -$24.9K -390 -8%
SIG
2005
Spinnaker Investment Group
California
$304K +$2.88K +45 +1%
CG
2006
Cynosure Group
Utah
$304K +$304K +4,750 New
NWM
2007
NEIRG Wealth Management
Massachusetts
$304K -$1.79K -28 -0.6%
VCM
2008
Vivaldi Capital Management
Illinois
$303K -$3.71K -58 -1%
APIM
2009
Agate Pass Investment Management
Washington
$302K
DIM
2010
Delta Investment Management
California
$302K
WCG
2011
Weaver Consulting Group
California
$301K -$448 -7 -0.1%
HFM
2012
Hartford Funds Management
Pennsylvania
$301K +$19.1K +298 +7%
MAG
2013
MRA Advisory Group
New Jersey
$301K +$959 +15 +0.3%
NB
2014
Northwest Bancshares
Pennsylvania
$301K -$11.8K -185 -4%
FBB
2015
Fulton Breakefield Broenniman
Maryland
$300K -$1.79K -28 -0.6%
AAM
2016
Alphadyne Asset Management
New York
$300K +$300K +4,688 New
CA
2017
CoreCap Advisors
Michigan
$299K +$299K +4,674 New
OWA
2018
Opal Wealth Advisors
New York
$299K +$112K +1,747 +60%
NCM
2019
Novare Capital Management
North Carolina
$299K +$3.2K +50 +1%
VC
2020
Vicus Capital
Pennsylvania
$297K +$56.6K +885 +24%
PO
2021
Private Ocean
California
$295K +$60.7K +949 +26%
FMTC
2022
Farmers & Merchants Trust Company
California
$295K +$295K +4,607 New
CGH
2023
CMG Global Holdings
Texas
$294K -$3.2K -50 -1%
WAM
2024
Weatherly Asset Management
California
$294K -$11.2K -175 -4%
MPW
2025
Monterey Private Wealth
California
$294K +$12.5K +196 +4%