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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 %
LCGC
2151
Legacy Capital Group California
California
$261K +$261K +3,770 New
VC
2152
Vicus Capital
Pennsylvania
$261K +$901 +13 +0.3%
SWM
2153
Sugarloaf Wealth Management
Georgia
$260K -$53.4K -771 -17%
CRG
2154
Cornerstone Retirement Group
Nevada
$260K +$27.7K +400 +12%
PAM
2155
PVG Asset Management
Colorado
$260K +$260K +3,755 New
DCM
2156
Driehaus Capital Management
Illinois
$259K +$60.5K +873 +31%
ALAM
2157
Asahi Life Asset Management
Japan
$259K +$149K +2,150 +136%
AFGAS
2158
Allegiance Financial Group Advisory Services
Virginia
$258K
W
2159
Wealthquest
Ohio
$258K -$16.1K -233 -6%
QPW
2160
Quantum Private Wealth
Florida
$258K +$9.63K +139 +4%
TCB
2161
Texas Capital Bancshares
Texas
$257K +$4.64K +67 +2%
WWP
2162
WR Wealth Planners
Missouri
$257K +$143K +2,064 +125%
TFA
2163
Trinity Financial Advisors
Ohio
$257K
SCM
2164
SKBA Capital Management
California
$256K
WEG
2165
World Equity Group
Illinois
$255K +$255K +7,485 New
AWAP
2166
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$255K +$416 +6 +0.2%
HWM
2167
Howard Wealth Management
Connecticut
$255K +$2.63K +38 +1%
HCMG
2168
Howard Capital Management Group
California
$255K -$17.3K -250 -6%
EWM
2169
Executive Wealth Management
Michigan
$254K +$254K +3,670 New
PO
2170
Private Ocean
California
$254K +$37.8K +545 +17%
PHAM
2171
Palisades Hudson Asset Management
Florida
$254K -$3.05K -44 -1%
PCMC
2172
Paragon Capital Management (Colorado)
Colorado
$254K -$9.98K -144 -4%
MWM
2173
Merriman Wealth Management
Washington
$254K -$4.3K -62 -2%
WW
2174
Westshore Wealth
California
$254K +$10.5K +151 +4%
NC
2175
NBW Capital
Massachusetts
$253K +$36.7K +530 +17%