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Bristol-Myers Squibb

2,346 hedge funds and large institutions have $80.8B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 666 increasing their positions, 1,206 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,346
Holders Change
-26
Holders Change %
-1.1%
% of All Funds
34.39%
Holding in Top 10
24
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-42.86%
% of All Funds
0.35%
New
249
Increased
666
Reduced
1,206
Closed
238
Calls
$1.7B
Puts
$1.2B
Net Calls
+$495M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
2076
Addison Advisors
Vermont
$198K +$37.5K +731 +23%
PR
2077
Payden & Rygel
California
$195K
PO
2078
Private Ocean
California
$191K
HCMG
2079
Howard Capital Management Group
California
$191K +$2.05K +40 +1%
IGWM
2080
ICA Group Wealth Management
Colorado
$190K
CT
2081
Clearstead Trust
Maine
$188K +$616 +12 +0.3%
HWA
2082
Heritage Wealth Advisors
Virginia
$188K +$66K +1,287 +54%
PPC
2083
Park Place Capital
Alabama
$188K -$90.7K -1,767 -33%
JWM
2084
Janiczek Wealth Management
Colorado
$185K +$36.3K +708 +24%
RFA
2085
Resurgent Financial Advisors
Georgia
$179K -$7.44K -145 -4%
MTIC
2086
Missouri Trust & Investment Company
Missouri
$176K
BFPW
2087
BOK Financial Private Wealth
Colorado
$175K -$91.2K -1,777 -34%
WOC
2088
West Oak Capital
California
$173K -$37.7K -750 -18%
PCMC
2089
Planning Capital Management Corporation
Pennsylvania
$170K +$170K +3,313 New
CHA
2090
Carmichael Hill & Associates
Maryland
$169K -$21.8K -424 -11%
SWM
2091
Sugarloaf Wealth Management
Georgia
$167K -$5.9K -115 -3%
BCMLT
2092
Beacon Capital Management LLC (Tennessee)
Tennessee
$161K -$17.1K -294 -10%
TVWM
2093
Tower View Wealth Management
Wisconsin
$157K -$3.94K -77 -2%
CFO
2094
CVA Family Office
Colorado
$156K -$26K -507 -14%
PWMG
2095
Private Wealth Management Group
New Jersey
$154K +$154K +3,009 New
CSWM
2096
Cassady Schiller Wealth Management
Ohio
$154K -$15.8K -307 -9%
A
2097
AJOVista
Massachusetts
$153K +$153K +2,981 New
MSFP
2098
Mark Sheptoff Financial Planning
Connecticut
$152K
HFS
2099
Hantz Financial Services
Michigan
$151K -$10.4K -202 -6%
TC
2100
Trust Company
Kansas
$145K -$44.7K -872 -24%