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Bristol-Myers Squibb

2,360 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 936 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+8
Holders Change %
+0.34%
% of All Funds
41.56%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.23%
New
157
Increased
993
Reduced
936
Closed
119
Calls
$1.15B
Puts
$1.04B
Net Calls
+$112M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
2176
IndexIQ Advisors
New York
$179K -$1.96M -31,136 -92%
BCM
2177
Blume Capital Management
California
$177K
HWMA
2178
Heritage Wealth Management (Arizona)
Arizona
$175K +$175K +2,769 New
PCFFS
2179
Pacific Center for Financial Services
California
$174K
SWA
2180
SOA Wealth Advisors
New York
$171K -$820 -13 -0.5%
GTAM
2181
Global Trust Asset Management
Florida
$170K +$252 +4 +0.1%
BWP
2182
Baldwin Wealth Partners
Massachusetts
$167K -$15.6K -246 -9%
WWM
2183
Wagner Wealth Management
South Carolina
$165K +$165K +2,615 New
HWA
2184
HHM Wealth Advisors
Tennessee
$160K
CAC
2185
Certified Advisory Corp
Florida
$158K +$158K +2,503 New
BWM
2186
BerganKDV Wealth Management
Minnesota
$156K -$26.3K -418 -14%
RFA
2187
Reilly Financial Advisors
California
$156K +$63 +1 +0%
ZB
2188
Zions Bancorporation
Utah
$155K -$926K -14,704 -86%
AL
2189
ADE LLC
Maryland
$152K -$14.3K -225 -9%
PCIA
2190
Prime Capital Investment Advisors
Kansas
$152K -$7.94K -126 -5%
MSFP
2191
Mark Sheptoff Financial Planning
Connecticut
$149K -$16.8K -266 -10%
BWL
2192
Bogart Wealth LLC
Virginia
$147K +$49.2K +780 +50%
RP
2193
Rowlandmiller & Partners
Georgia
$145K -$67.5K -1,070 -32%
MHR
2194
Matthew Hamilton Rosenberg
$145K +$22.5K +357 +18%
HFA
2195
Hoover Financial Advisors
Pennsylvania
$143K +$321 +5 +0.2%
PWM
2196
Prentice Wealth Management
New York
$142K +$142K +2,257 New
NFSG
2197
Newbridge Financial Services Group
Florida
$141K -$14.5K -229 -9%
EI
2198
Ellevest Inc
New York
$141K -$11.2K -178 -7%
TIM
2199
Tortoise Investment Management
New York
$140K
NG
2200
NWK Group
California
$135K