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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 %
WWP
2051
WR Wealth Planners
Missouri
$282K +$44.3K +692 +19%
LC
2052
Lavaca Capital
Texas
$281K -$48.1K -752 -15%
KWA
2053
Kellett Wealth Advisors
Ohio
$281K
SAM
2054
SignalPoint Asset Management
Missouri
$280K -$2.17K -34 -0.8%
VA
2055
Valmark Advisers
Ohio
$280K -$56.8K -888 -17%
MHWM
2056
Montz Harcus Wealth Management
Louisiana
$280K +$56.4K +882 +25%
WAG
2057
Winthrop Advisory Group
Massachusetts
$279K -$2.43K -38 -0.9%
SHA
2058
Seneca House Advisors
Virginia
$279K -$7.03K -110 -2%
NAMP
2059
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$278K +$30.6K +479 +12%
KP
2060
Keel Point
Alabama
$276K +$54.4K +851 +25%
DA
2061
Doliver Advisors
Texas
$275K
WA1
2062
Wimmer Associates 1
California
$275K
KAM
2063
KEB Asset Management
Illinois
$275K
ZB
2064
Zions Bancorporation
Utah
$275K -$10.4K -162 -4%
PWC
2065
PYA Waltman Capital
Tennessee
$275K +$32.7K +530 +14%
HCM
2066
Hutchinson Capital Management
California
$274K +$1.73K +27 +0.6%
SRC
2067
Sage Rhino Capital
California
$272K -$18.7K -292 -6%
SFA
2068
Souders Financial Advisors
Ohio
$272K -$2.28M -35,620 -89%
JWA
2069
JFS Wealth Advisors
Pennsylvania
$271K +$576 +9 +0.2%
WW
2070
Westshore Wealth
California
$270K +$35.9K +562 +15%
HC
2071
Hourglass Capital
Texas
$269K
WCF
2072
West Coast Financial
California
$269K +$8.32K +130 +3%
EWM
2073
Endurance Wealth Management
Rhode Island
$269K +$16.8K +262 +7%
FCFC
2074
First Citizens Financial Corp
Iowa
$268K +$268K +4,198 New
MIS
2075
Morningstar Investment Services
Illinois
$268K +$268K +4,189 New