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Bristol-Myers Squibb

2,464 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,058 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.86%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,058
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
2226
Firestone Capital Management
Florida
$210K
IAG
2227
Investment Advisory Group
Massachusetts
$210K
LAM
2228
Lifestyle Asset Management
Texas
$210K +$11.6K +182 +6%
HWA
2229
Heartwood Wealth Advisors
Virginia
$210K -$1.66K -26 -0.8%
PCMC
2230
Paragon Capital Management (Colorado)
Colorado
$209K -$25.2K -394 -11%
PG
2231
Patten Group
Tennessee
$209K
RCG
2232
Rock Creek Group
District of Columbia
$209K +$9.08K +142 +5%
TCPWM
2233
Traverso Chambers Private Wealth Management
California
$208K
MS
2234
Madden Securities
Texas
$208K -$518K -8,095 -71%
TIA
2235
Traphagen Investment Advisors
New Jersey
$208K +$831 +13 +0.4%
MFG
2236
Menard Financial Group
Texas
$208K +$208K +3,249 New
AA
2237
AlphaCentric Advisors
Puerto Rico
$208K -$14.8K -231 -7%
ZIG
2238
Zullo Investment Group
Pennsylvania
$207K -$5.63K -88 -3%
WFG
2239
Wills Financial Group
Virginia
$207K -$64 -1 -0%
TP
2240
Tranquility Partners
Tennessee
$207K +$1.41K +22 +0.7%
FW
2241
FirstPurpose Wealth
Utah
$207K +$11.8K +184 +6%
NWM
2242
Northcape Wealth Management
New York
$207K +$14.1K +220 +7%
PSP
2243
Pacific Sage Partners
Washington
$207K -$36.8K -575 -15%
CAWM
2244
Capital Advisors Wealth Management
Washington
$206K -$75.1K -1,174 -27%
PAIM
2245
Punch & Associates Investment Management
Minnesota
$205K
CWG
2246
Cornerstone Wealth Group
North Carolina
$204K +$4.99K +78 +3%
FNBOMD
2247
First National Bank of Mount Dora
Florida
$204K -$13.8K -216 -6%
ACM
2248
AUA Capital Management
Pennsylvania
$204K
CW
2249
CIC Wealth
Maryland
$204K -$12.8K -200 -6%
BCM
2250
Brown Capital Management
Maryland
$203K