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Bristol-Myers Squibb

2,372 hedge funds and large institutions have $91B invested in Bristol-Myers Squibb in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 774 increasing their positions, 1,182 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,372
Holders Change
-92
Holders Change %
-3.73%
% of All Funds
37.82%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.67%
New
118
Increased
774
Reduced
1,182
Closed
180
Calls
$2.31B
Puts
$1.8B
Net Calls
+$506M
Net Calls Change
+$74.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
2026
Financial Engines Advisors
California
$241K +$241K +4,144 New
FMC
2027
First Merchants Corp
Indiana
$240K -$105K -1,808 -30%
CWM
2028
Connecticut Wealth Management
Connecticut
$240K +$240K +4,137 New
WCF
2029
West Coast Financial
California
$240K -$4.24K -73 -2%
MIA
2030
MainStreet Investment Advisors
Illinois
$240K -$86.8K -1,495 -27%
GWM
2031
GSB Wealth Management
Connecticut
$239K -$586K -10,089 -71%
DWM
2032
Dechtman Wealth Management
Colorado
$239K -$342K -5,900 -59%
KWM
2033
Kolinsky Wealth Management
New Jersey
$238K -$44.3K -764 -16%
WAM
2034
Weatherly Asset Management
California
$238K -$29K -500 -11%
MGAM
2035
McGowan Group Asset Management
Texas
$237K -$13.8M -238,118 -98%
CYG
2036
Clean Yield Group
Vermont
$237K
GTAM
2037
Global Trust Asset Management
Florida
$237K
SFG
2038
StrategIQ Financial Group
Indiana
$236K -$871 -15 -0.4%
FGA
2039
Fortis Group Advisors
New Jersey
$236K +$236K +3,484 New
GEA
2040
Glen Eagle Advisors
New Jersey
$236K +$37.6K +648 +19%
SWA
2041
SOA Wealth Advisors
New York
$234K +$41.9K +722 +22%
OCM
2042
Orser Capital Management
Texas
$234K
PL
2043
Parthenon LLC
Kentucky
$233K
SW
2044
SkyOak Wealth
Michigan
$233K -$3.77K -65 -2%
TL
2045
Tradewinds LLC
North Carolina
$233K -$116 -2 -0%
WAM
2046
Walker Asset Management
Missouri
$233K +$755 +13 +0.3%
GDP
2047
Great Diamond Partners
Maine
$232K -$52.9K -912 -19%
VCWA
2048
Vanguard Capital Wealth Advisors
Colorado
$232K
GWP
2049
Gateway Wealth Partners
Wisconsin
$232K -$3.31K -57 -1%
DS
2050
DRW Securities
Illinois
$232K -$53K -912 -19%