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Bristol-Myers Squibb

2,525 hedge funds and large institutions have $111B invested in Bristol-Myers Squibb in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,048 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
-63
Holders Change %
-2.43%
% of All Funds
40.41%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
1.09%
New
124
Increased
1,048
Reduced
1,007
Closed
136
Calls
$1.6B
Puts
$1.03B
Net Calls
+$568M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Shares
Change %
APIM
2026
Agate Pass Investment Management
Washington
$327K
FBB
2027
Fulton Breakefield Broenniman
Maryland
$327K -$24.7K -357 -7%
DIM
2028
Delta Investment Management
California
$327K -$1.18K -17 -0.4%
WCG
2029
Weaver Consulting Group
California
$327K -$15.7K -227 -5%
SIG
2030
Spinnaker Investment Group
California
$326K +$12.7K +183 +4%
SAM
2031
Secure Asset Management
Michigan
$325K +$1.87K +27 +0.6%
CWS
2032
Cypress Wealth Services
California
$325K -$416 -6 -0.1%
MAG
2033
MRA Advisory Group
New Jersey
$325K +$119K +1,723 +58%
CIM
2034
Contravisory Investment Management
Massachusetts
$324K
EWA
2035
EverSource Wealth Advisors
Alabama
$324K -$74.9K -1,081 -19%
CHA
2036
Carmichael Hill & Associates
Maryland
$324K +$21.5K +310 +7%
JCM
2037
Jag Capital Management
Missouri
$323K +$48.6K +701 +18%
GDP
2038
Great Diamond Partners
Maine
$323K +$5.96K +86 +2%
PA
2039
PSI Advisors
Florida
$322K +$69 +1 +0%
CGH
2040
CMG Global Holdings
Texas
$322K
MIH
2041
Meitav Investment House
Israel
$322K
W
2042
WPWealth
Texas
$322K +$2.36K +34 +0.7%
NCM
2043
Novare Capital Management
North Carolina
$320K -$103K -1,480 -24%
FFA
2044
Farther Finance Advisors
California
$320K +$198K +2,859 +163%
BEI
2045
Benjamin Edwards Inc
Missouri
$318K +$55.1K +796 +21%
BA
2046
Bristlecone Advisors
Washington
$318K +$35.1K +506 +12%
SPWM
2047
Schrum Private Wealth Management
Florida
$317K
DDC
2048
DF Dent & Co
Maryland
$317K +$22K +318 +7%
AWA
2049
Authentikos Wealth Advisory
California
$317K +$317K +4,407 New
LIG
2050
Lokken Investment Group
Delaware
$317K +$77.4K +1,117 +32%