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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 %
KWA
2076
Kellett Wealth Advisors
Ohio
$304K
RZH
2077
Relyea Zuckerberg Hanson
Connecticut
$304K -$18.4K -266 -6%
FA
2078
Faithward Advisors
Pennsylvania
$302K +$302K +4,373 New
WBC
2079
West Branch Capital
Massachusetts
$302K -$13.3K -192 -4%
IA
2080
IFG Advisory
Georgia
$301K +$91.3K +1,317 +44%
CYG
2081
Clean Yield Group
Vermont
$300K -$5.41K -78 -2%
OBWG
2082
Onyx Bridge Wealth Group
New York
$299K -$27.7K -400 -8%
TCM
2083
Towercrest Capital Management
Pennsylvania
$299K
DA
2084
Doliver Advisors
Texas
$298K
PCH
2085
PGIM Custom Harvest
New Jersey
$298K +$347 +5 +0.1%
KAM
2086
KEB Asset Management
Illinois
$298K
KOC
2087
Koss-Olinger Consulting
Florida
$298K -$44.7K -644 -13%
BFC
2088
Bedel Financial Consulting
Indiana
$295K -$110K -1,594 -27%
AFM
2089
Abbot Financial Management
Massachusetts
$295K
HCM
2090
Hutchinson Capital Management
California
$295K -$6.66K -96 -2%
HI
2091
Hendershot Investments
Virginia
$295K
HIC
2092
Hartline Investment Corp
Illinois
$294K
WA1
2093
Wimmer Associates 1
California
$293K -$23.2K -340 -7%
JWA
2094
JFS Wealth Advisors
Pennsylvania
$293K -$1.66K -24 -0.6%
RP
2095
Riverwater Partners
Wisconsin
$292K -$5.41K -78 -2%
HC
2096
Hourglass Capital
Texas
$292K
WFA
2097
WestHill Financial Advisors
California
$291K -$34.7K -500 -11%
WOC
2098
West Oak Capital
California
$290K -$24.3K -350 -8%
HHGA
2099
Halbert Hargrove Global Advisors
California
$288K +$37.5K +541 +15%
OFS
2100
OneAscent Financial Services
Alabama
$288K -$97.4K -1,403 -25%