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Bristol-Myers Squibb

2,464 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,058 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.86%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,058
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
2026
Cypress Wealth Services
California
$294K +$3.59K +58 +1%
BEI
2027
Benjamin Edwards Inc
Missouri
$293K -$128 -2 -0%
SPWM
2028
Schrum Private Wealth Management
Florida
$293K
RTC
2029
Riverview Trust Company
Washington
$292K -$50.8K -794 -15%
FBFS
2030
First Business Financial Services
Wisconsin
$292K -$16K -250 -5%
DDC
2031
DF Dent & Co
Maryland
$292K -$512 -8 -0.2%
LJHT
2032
Laurie J. Hall Trustee
$292K -$12.8K -200 -4%
AC
2033
Asio Capital
Kentucky
$292K
LAI
2034
Legal Advantage Investments
California
$291K -$32K -500 -10%
WP
2035
Waycross Partners
Kentucky
$291K
WF
2036
Wayfinding Financial
Washington
$291K +$12.6K +206 +5%
NFP
2037
Narus Financial Partners
Utah
$290K -$1.47K -23 -0.5%
WWM
2038
Windsor Wealth Management
Indiana
$290K -$8.9K -139 -3%
OL
2039
Optas LLC
Texas
$290K +$39.8K +622 +16%
APWM
2040
Atlas Private Wealth Management
New York
$290K -$65.7K -1,027 -18%
KTA
2041
Keeley-Teton Advisors
Illinois
$290K
EFH
2042
Eaton Financial Holdings
Florida
$289K -$43.2K -675 -13%
SQA
2043
Simon Quick Advisors
New Jersey
$289K -$1.09K -17 -0.4%
MFC
2044
Mechanics Financial Corp
Ohio
$288K -$81.4K -1,273 -22%
HFAS
2045
Hummer Financial Advisory Services
Illinois
$288K
CRI
2046
Colonial River Investments
Virginia
$288K -$3.65K -57 -1%
ANBT
2047
American National Bank & Trust
Texas
$286K -$639 -10 -0.2%
FA
2048
Financial Advisors
Massachusetts
$285K -$26.9K -421 -9%
TIA
2049
Tiemann Investment Advisors
California
$284K -$2.24K -35 -0.8%
AWA
2050
Authentikos Wealth Advisory
California
$282K