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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 %
HB
2151
Horizon Bancorp
Indiana
$92K +$3.98K +78 +5%
AWM
2152
Able Wealth Management
New Jersey
$90.1K +$90.1K +1,757 New
GTAM
2153
Global Trust Asset Management
Florida
$89.8K -$119K -2,329 -57%
NFSG
2154
Newbridge Financial Services Group
Florida
$86.9K -$48.1K -937 -36%
CAC
2155
Core Alternative Capital
Georgia
$86.8K -$107K -2,088 -55%
EPW
2156
Evergreen Private Wealth
Colorado
$86.8K +$86.8K +1,692 New
BFS
2157
Burkett Financial Services
South Carolina
$85K +$85K +1,656 New
EC
2158
EntryPoint Capital
New York
$84.4K +$84.4K +1,644 New
SIS
2159
Sound Income Strategies
Florida
$84.1K +$34.5K +672 +69%
T
2160
Tidemark
California
$83.6K +$83.6K +1,630 New
CWM
2161
CarsonAllaria Wealth Management
Illinois
$83K -$23.3K -453 -22%
CAS
2162
Coppell Advisory Solutions
Texas
$82.5K +$60.6K +1,181 +277%
GPI
2163
General Partner Inc
Pennsylvania
$82.1K
TCCM
2164
Timber Creek Capital Management
Massachusetts
$80.8K
PAI
2165
Pittenger & Anderson Inc
Nebraska
$79.3K
SA
2166
Scarborough Advisors
Maryland
$77.9K +$77.9K +1,518 New
LJHT
2167
Laurie J. Hall Trustee
$77K -$150K -2,950 -66%
CCMI
2168
Creative Capital Management Investments
California
$74.4K
VAMG
2169
Voisard Asset Management Group
Michigan
$73.4K +$73.4K +1,431 New
CFFP
2170
Center for Financial Planning
Michigan
$72.7K
KHC
2171
Koesten Hirschmann & Crabtree
Kansas
$70.8K
CWC
2172
Carolinas Wealth Consulting
North Carolina
$70.7K -$1K -197 -1%
TIM
2173
Tortoise Investment Management
New York
$70.6K -$49.8K -970 -41%
MIFH
2174
Migdal Insurance & Financial Holdings
Israel
$70K -$100K -1,948 -59%
HGA
2175
Hobbs Group Advisors
South Carolina
$67.1K +$67.1K +1,308 New