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Bristol-Myers Squibb

2,285 hedge funds and large institutions have $96B invested in Bristol-Myers Squibb in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 969 increasing their positions, 880 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,285
Holders Change
-76
Holders Change %
-3.22%
% of All Funds
40.13%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.12%
New
109
Increased
969
Reduced
880
Closed
151
Calls
$1.55B
Puts
$1.29B
Net Calls
+$265M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Shares
Change %
TI
2026
Truepoint Inc
Ohio
$225K +$6.28K +106 +3%
BFG
2027
Berger Financial Group
Minnesota
$225K +$11.7K +197 +5%
CPWA
2028
Cerro Pacific Wealth Advisors
California
$224K -$4.49K -76 -2%
LIM
2029
Lathrop Investment Management
Arkansas
$223K -$65.2K -1,100 -23%
JFA
2030
Johanson Financial Advisors
California
$223K +$33.1K +560 +17%
CWM
2031
Cahaba Wealth Management
Georgia
$223K +$223K +3,778 New
BCM
2032
Boltwood Capital Management
California
$222K -$37K -626 -14%
HHGA
2033
Halbert Hargrove Global Advisors
California
$222K -$12.3K -208 -5%
MIA
2034
MainStreet Investment Advisors
Illinois
$222K
UF
2035
Univest Financial
Pennsylvania
$222K +$2.08K +35 +0.9%
KFI
2036
Key Financial Inc
Pennsylvania
$222K +$12.3K +208 +6%
HWM
2037
Howard Wealth Management
Connecticut
$220K -$7.38K -125 -3%
GC
2038
Garde Capital
Washington
$220K
UAML
2039
US Asset Management LLC
Pennsylvania
$220K +$220K +3,724 New
WW
2040
Westshore Wealth
California
$219K -$226K -3,823 -51%
SF
2041
Symphony Financial
Texas
$219K -$114K -1,885 -34%
NAMP
2042
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$219K
WCF
2043
West Coast Financial
California
$219K +$1.3K +22 +0.6%
BAM
2044
Brave Asset Management
New Jersey
$217K -$5.93K -100 -3%
CFS
2045
CRA Financial Services
New Jersey
$217K +$178 +3 +0.1%
SF
2046
Summit Financial
New Jersey
$216K +$216K +3,624 New
EDRIA
2047
Edmonds Duncan Registered Investment Advisors
Kansas
$216K
JWA
2048
JFS Wealth Advisors
Pennsylvania
$216K +$106K +1,787 +96%
ATWA
2049
Arbor Trust Wealth Advisors
Michigan
$215K
AC
2050
Alexandria Capital
Virginia
$215K +$8.12K +137 +4%