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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 %
BIA
2176
Bell Investment Advisors
California
$66.8K -$16.1K -314 -19%
AEPWM
2177
Atlantic Edge Private Wealth Management
Florida
$66.7K +$66.7K +1,300 New
PP
2178
PrairieView Partners
Minnesota
$65K +$255 +5 +0.4%
AFG
2179
Albion Financial Group
Utah
$63.7K +$2.1K +41 +3%
TCM
2180
Tradewinds Capital Management
Washington
$63.4K +$1.9K +37 +3%
FDCP
2181
Foster Dykema Cabot & Partners
Massachusetts
$62.5K +$62.5K +1,218 New
MFT
2182
Moisand Fitzgerald Tamayo
Florida
$62K -$42.2K -823 -41%
PC
2183
Promethos Capital
Massachusetts
$61.3K +$61.3K +1,194 New
BWM
2184
Baystate Wealth Management
Massachusetts
$60.5K -$6.42K -125 -10%
IRAG
2185
Investment Research & Advisory Group
Georgia
$60K
DF
2186
DecisionPoint Financial
Arizona
$59.4K
SIS
2187
Strategic Investment Solutions
Illinois
$59.3K -$3.41M -66,465 -98%
MLA
2188
MB, Levis & Associates
Pennsylvania
$58.6K +$411 +8 +0.7%
DCM
2189
Davis Capital Management
Florida
$58.2K +$58.2K +1,134 New
WWM
2190
Wolff Wiese Magana
California
$57.5K -$2.05K -40 -3%
EIM
2191
Essex Investment Management
Massachusetts
$57.5K
S
2192
Sachetta
Massachusetts
$57.5K +$57.5K +1,120 New
OA
2193
Operose Advisors
Wisconsin
$57.1K -$30K -584 -34%
FCMT
2194
Founders Capital Management (Texas)
Texas
$56.4K +$5.13K +100 +10%
LI
2195
Louisbourg Investments
New Brunswick, Canada
$56.1K +$56.1K +1,093 New
FP
2196
Financial Perspectives
Minnesota
$54.7K +$12K +233 +28%
AT
2197
Arlington Trust
Alabama
$54.2K +$54.2K +1,056 New
CTWM
2198
Cherry Tree Wealth Management
Minnesota
$52K -$1.49K -29 -3%
BHWM
2199
Beaird Harris Wealth Management
Texas
$51.9K +$154 +3 +0.3%
NSG
2200
Nalls Sherbakoff Group
Tennessee
$48.3K