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Bristol-Myers Squibb

2,313 hedge funds and large institutions have $84.2B invested in Bristol-Myers Squibb in 2024 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 929 increasing their positions, 961 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,313
Holders Change
-33
Holders Change %
-1.41%
% of All Funds
33.53%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
168
Increased
929
Reduced
961
Closed
176
Calls
$1.56B
Puts
$1.23B
Net Calls
+$325M
Net Calls Change
-$170M
Name Holding Trade Value Shares
Change
Shares
Change %
HCMG
2051
Howard Capital Management Group
California
$188K -$13K -239 -6%
WOC
2052
West Oak Capital
California
$187K
MTIC
2053
Missouri Trust & Investment Company
Missouri
$186K
BFPW
2054
BOK Financial Private Wealth
Colorado
$185K
PVH
2055
Psagot Value Holdings
Israel
$184K -$1.31M -24,150 -88%
ACA
2056
Atlas Capital Advisors
Wyoming
$184K -$76.5K -1,410 -29%
PB
2057
Pinnacle Bancorp
Nebraska
$180K +$30.6K +565 +20%
PCMC
2058
Planning Capital Management Corporation
Pennsylvania
$180K
CHA
2059
Carmichael Hill & Associates
Maryland
$179K
GWP
2060
Gen-Wealth Partners
Michigan
$178K +$178K +3,282 New
FFA
2061
First Foundation Advisors
California
$177K +$29.7K +548 +20%
RTC
2062
Riverview Trust Company
Washington
$176K -$58.6K -1,081 -25%
JFGIW
2063
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$176K -$159K -2,939 -48%
SW
2064
SteelPeak Wealth
California
$169K +$169K +3,111 New
GJWM
2065
Gilliland Jeter Wealth Management
Arkansas
$168K -$121K -2,236 -42%
FMTCOCP
2066
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$168K -$1.02M -18,878 -86%
MSFP
2067
Mark Sheptoff Financial Planning
Connecticut
$166K +$5.42K +100 +3%
NF
2068
Norwood Financial
Pennsylvania
$166K +$24.4K +450 +17%
NIC
2069
Northwest Investment Counselors
Oregon
$162K +$162K +2,995 New
CSWM
2070
Cassady Schiller Wealth Management
Ohio
$162K +$54 +1 +0%
AFWM
2071
Abich Financial Wealth Management
Virginia
$162K +$56.1K +1,035 +53%
LI
2072
LRI Investments
Florida
$157K +$157K +2,899 New
TVWM
2073
Tower View Wealth Management
Wisconsin
$157K -$9.49K -175 -6%
AWM
2074
Atticus Wealth Management
Florida
$153K -$93.5K -1,723 -38%
ANBT
2075
American National Bank & Trust
Texas
$152K