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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 %
FC
2226
Financial Consulate
Maryland
$234K +$14.6K +210 +7%
MAWA
2227
Moss Adams Wealth Advisors
Washington
$233K +$5.48K +79 +2%
PB
2228
Pinnacle Bancorp
Nebraska
$233K
PP
2229
Pegasus Partners
Wisconsin
$232K
HCA
2230
Horan Capital Advisors
Ohio
$231K +$231K +3,334 New
ZIG
2231
Zullo Investment Group
Pennsylvania
$231K +$901 +13 +0.4%
KIG
2232
Kennedy Investment Group
New Jersey
$230K +$1.66K +24 +0.7%
HWA
2233
Heartwood Wealth Advisors
Virginia
$229K
SWA
2234
SOA Wealth Advisors
New York
$229K +$1.25K +18 +0.5%
IAG
2235
Investment Advisory Group
Massachusetts
$228K
SCM
2236
Seascape Capital Management
New Hampshire
$227K +$4.79K +69 +2%
PG
2237
Patten Group
Tennessee
$226K
APW
2238
Aurora Private Wealth
New Jersey
$226K -$97.2K -1,401 -30%
TL
2239
Tradewinds LLC
North Carolina
$226K +$226K +3,259 New
TCPWM
2240
Traverso Chambers Private Wealth Management
California
$226K
WFG
2241
Wills Financial Group
Virginia
$225K +$18.9K +273 +9%
SBWIC
2242
Schaper Benz & Wise Investment Counsel
Wisconsin
$224K -$3.26K -47 -1%
TIA
2243
Traphagen Investment Advisors
New Jersey
$224K +$832 +12 +0.4%
VFA
2244
Voya Financial Advisors
Connecticut
$224K +$5.87K +86 +3%
TP
2245
Tranquility Partners
Tennessee
$223K -$416 -6 -0.2%
SIM
2246
SSI Investment Management
California
$223K -$52.6K -759 -19%
RFA
2247
Resurgent Financial Advisors
Georgia
$223K -$371K -5,348 -62%
AFM
2248
Andesa Financial Management
Pennsylvania
$222K +$222K +3,812 New
PAIM
2249
Punch & Associates Investment Management
Minnesota
$222K
BCM
2250
Brainard Capital Management
Texas
$221K +$1.73K +25 +0.8%