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Bristol-Myers Squibb

2,346 hedge funds and large institutions have $80.8B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 666 increasing their positions, 1,206 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,346
Holders Change
-26
Holders Change %
-1.1%
% of All Funds
34.39%
Holding in Top 10
24
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-42.86%
% of All Funds
0.35%
New
249
Increased
666
Reduced
1,206
Closed
238
Calls
$1.7B
Puts
$1.2B
Net Calls
+$495M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MCWA
2001
Meadow Creek Wealth Advisors
Georgia
$222K +$222K +4,329 New
TIA
2002
Tiemann Investment Advisors
California
$222K -$6.41K -125 -3%
IA
2003
Insight Advisors
Pennsylvania
$222K -$13.2K -257 -6%
AW
2004
Avion Wealth
Texas
$221K +$1.7K +33 +0.8%
KAM
2005
KEB Asset Management
Illinois
$221K
FSA
2006
Financial Security Advisor
Virginia
$221K -$975 -19 -0.4%
CPL
2007
CAP Partners LLC
Tennessee
$220K +$220K +4,297 New
WDC
2008
Woodward Diversified Capital
California
$220K -$26.9K -525 -11%
HCM
2009
Hutchinson Capital Management
California
$220K +$2.87K +56 +1%
IFPG
2010
Intrepid Financial Planning Group
Indiana
$220K
AHL
2011
Abel Hall LLC
Louisiana
$219K +$219K +4,276 New
SHFA
2012
SC&H Financial Advisors
Maryland
$219K -$128K -2,502 -37%
BWM
2013
BCS Wealth Management
Tennessee
$219K +$154 +3 +0.1%
BFAG
2014
Blackston Financial Advisory Group
Florida
$219K -$17.3K -338 -7%
LPAM
2015
Lodestar Private Asset Management
California
$218K -$16.9K -330 -7%
PAIM
2016
Punch & Associates Investment Management
Minnesota
$218K
SAM
2017
SignalPoint Asset Management
Missouri
$217K -$7.22K -141 -3%
BAM
2018
Blueshift Asset Management
New Jersey
$216K +$216K +4,214 New
HC
2019
Hourglass Capital
Texas
$216K
SHA
2020
Seneca House Advisors
Virginia
$216K -$11.4K -222 -5%
APIM
2021
Agate Pass Investment Management
Washington
$216K
MW
2022
MBL Wealth
North Carolina
$215K +$28K +545 +15%
CYG
2023
Clean Yield Group
Vermont
$214K
FMTC
2024
Farmers & Merchants Trust Company
California
$214K -$22.2K -432 -9%
DWM
2025
Dechtman Wealth Management
Colorado
$213K +$1.89K +37 +0.9%