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Bristol-Myers Squibb

2,372 hedge funds and large institutions have $91B invested in Bristol-Myers Squibb in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 774 increasing their positions, 1,182 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,372
Holders Change
-92
Holders Change %
-3.73%
% of All Funds
37.82%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.67%
New
118
Increased
774
Reduced
1,182
Closed
180
Calls
$2.31B
Puts
$1.8B
Net Calls
+$506M
Net Calls Change
+$74.6M
Name Holding Trade Value Shares
Change
Shares
Change %
KAM
2001
KEB Asset Management
Illinois
$250K
FAN
2002
Financial Advisors Network
California
$250K +$250K +4,300 New
D
2003
Diversified
Delaware
$249K +$23.1K +398 +10%
IFPG
2004
Intrepid Financial Planning Group
Indiana
$248K +$248K +4,281 New
BWM
2005
BCS Wealth Management
Tennessee
$248K +$248K +4,272 New
AW
2006
Avion Wealth
Texas
$247K -$46.2K -798 -16%
PAIM
2007
Punch & Associates Investment Management
Minnesota
$246K +$60.8K +1,047 +33%
ZF
2008
Zhang Financial
Michigan
$246K -$99.2K -1,709 -29%
GFP
2009
Gryphon Financial Partners
Ohio
$246K +$38.5K +664 +19%
HCM
2010
Hutchinson Capital Management
California
$245K -$3.25K -56 -1%
LC
2011
Lavaca Capital
Texas
$245K -$10.5K -181 -4%
VA
2012
Valmark Advisers
Ohio
$245K -$9K -155 -4%
HC
2013
Hourglass Capital
Texas
$245K
DA
2014
Doliver Advisors
Texas
$244K -$5.8K -100 -2%
APIM
2015
Agate Pass Investment Management
Washington
$244K -$30.4K -524 -11%
WFA
2016
WestHill Financial Advisors
California
$243K +$1.92K +33 +0.8%
WOC
2017
West Oak Capital
California
$243K
FL
2018
Fort LP
Maryland
$243K +$10.1K +174 +4%
DDPIC
2019
Deroy & Devereaux Private Investment Counsel
Michigan
$242K -$13.2M -227,081 -98%
ZB
2020
Zions Bancorporation
Utah
$242K -$7.6K -131 -3%
SRC
2021
Sage Rhino Capital
California
$241K -$5.98K -103 -2%
BWFA
2022
Baltimore-Washington Financial Advisors
Maryland
$241K
EWM
2023
Executive Wealth Management
Michigan
$241K +$27.8K +479 +13%
ALAM
2024
Asahi Life Asset Management
Japan
$241K +$241K +4,150 New
WEG
2025
World Equity Group
Illinois
$241K +$241K +4,146 New