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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 %
IWA
2101
Icon Wealth Advisors
Texas
$144K +$144K +2,809 New
ANBT
2102
American National Bank & Trust
Texas
$144K -$147K -2,874 -51%
SC
2103
Stephens Consulting
Michigan
$143K
PB
2104
Pinnacle Bancorp
Nebraska
$142K +$12.7K +247 +10%
PCFFS
2105
Pacific Center for Financial Services
California
$141K
BGAI
2106
Bruce G. Allen Investments
Colorado
$141K +$141K +2,753 New
FFA
2107
First Foundation Advisors
California
$140K -$233K -4,545 -63%
TFM
2108
TFC Financial Management
Massachusetts
$139K -$975 -19 -0.7%
NF
2109
Norwood Financial
Pennsylvania
$134K
GFL
2110
Granite FO LLC
New Hampshire
$133K
DEM
2111
Disciplined Equity Management
Florida
$132K +$132K +2,581 New
EWA
2112
EverSource Wealth Advisors
Alabama
$131K -$105K -2,054 -45%
OCM
2113
Orion Capital Management
California
$131K
GC
2114
Garde Capital
Washington
$130K +$25.1K +487 +24%
GFPC
2115
Global Financial Private Client
Florida
$129K
ATC
2116
Advantage Trust Company
Kansas
$128K +$128K +2,502 New
TFIPS
2117
Towarzystwo Funduszy Inwestycyjnych PZU SA
$127K +$127K +2,484 New
CP
2118
Castleview Partners
Texas
$127K +$21.7K +422 +20%
TSWM
2119
Tyler-Stone Wealth Management
Ohio
$127K -$20.3K -395 -14%
BCM
2120
Blume Capital Management
California
$127K
TCM
2121
TD Capital Management
Tennessee
$126K
BCP
2122
Blue Chip Partners
Michigan
$125K -$6.77K -132 -5%
MCM
2123
MV Capital Management
Maryland
$124K +$3.95K +77 +3%
WBC
2124
West Branch Capital
Massachusetts
$123K -$77.9K -1,519 -39%
IUHSA
2125
Itau Unibanco Holding S.A.
Brazil
$123K +$32.2K +628 +36%