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Bristol-Myers Squibb

2,360 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 936 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+8
Holders Change %
+0.34%
% of All Funds
41.56%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.23%
New
157
Increased
993
Reduced
936
Closed
119
Calls
$1.15B
Puts
$1.04B
Net Calls
+$112M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
2026
Garde Capital
Washington
$261K -$63.1K -1,000 -19%
TC
2027
Tacita Capital
Ontario, Canada
$261K -$2.09K -33 -0.8%
PWP
2028
Personal Wealth Partners
Minnesota
$261K
EWP
2029
Engrave Wealth Partners
Texas
$261K +$15.3K +242 +6%
BWP
2030
Bernardo Wealth Planning
Pennsylvania
$259K -$164K -2,600 -39%
RPA
2031
Rock Point Advisors
Vermont
$259K -$18.9K -300 -7%
SF
2032
Symphony Financial
Texas
$259K +$259K +4,185 New
RCG
2033
Rock Creek Group
District of Columbia
$258K -$376K -5,956 -59%
WI
2034
WrapManager Inc
California
$258K -$158K -2,498 -38%
KPCM
2035
Kings Point Capital Management
New York
$258K -$6.2K -98 -2%
JG
2036
Jefferies Group
New York
$257K -$614K -9,727 -70%
TFM
2037
TFC Financial Management
Massachusetts
$257K
GFP
2038
Gryphon Financial Partners
Ohio
$257K +$1.89K +30 +0.7%
SFP
2039
Shepherd Financial Partners
Massachusetts
$257K +$3.15K +50 +1%
CCC
2040
Chelsea Counsel Company
California
$256K
SFSIG
2041
San Francisco Sentry Investment Group
California
$256K +$66.9K +1,060 +35%
JFA
2042
JNBA Financial Advisors
Minnesota
$255K +$6K +95 +2%
HCMG
2043
Howard Capital Management Group
California
$255K +$255K +4,039 New
BFG
2044
Berger Financial Group
Minnesota
$254K -$5.06K -80 -2%
CWM
2045
Connecticut Wealth Management
Connecticut
$254K +$254K +4,029 New
HCP
2046
Holt Capital Partners
Texas
$253K
QCIG
2047
Quad-Cities Investment Group
Iowa
$253K +$569 +9 +0.2%
GDP
2048
Great Diamond Partners
Maine
$253K +$16.1K +256 +7%
GAB
2049
German American Bancorp
Indiana
$253K +$19.1K +303 +8%
SFG
2050
SageGuard Financial Group
Tennessee
$253K +$32.1K +506 +15%