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Bristol-Myers Squibb

2,372 hedge funds and large institutions have $91B invested in Bristol-Myers Squibb in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 774 increasing their positions, 1,182 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,372
Holders Change
-92
Holders Change %
-3.73%
% of All Funds
37.82%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.67%
New
118
Increased
774
Reduced
1,182
Closed
180
Calls
$2.31B
Puts
$1.8B
Net Calls
+$506M
Net Calls Change
+$74.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
2226
Carolinas Wealth Consulting
North Carolina
$81.9K -$3.5K -604 -4%
RCM
2227
Raleigh Capital Management
North Carolina
$80.5K -$618K -10,646 -88%
KHC
2228
Koesten Hirschmann & Crabtree
Kansas
$80.1K
BWM
2229
Baystate Wealth Management
Massachusetts
$75.7K -$755 -13 -1%
FRA
2230
Front Row Advisors
California
$75.4K -$116 -2 -0.2%
PP
2231
PrairieView Partners
Minnesota
$73K +$230 +4 +0.3%
BFP
2232
Briaud Financial Planning
Texas
$71K +$71K +1,240 New
AFG
2233
Albion Financial Group
Utah
$69.6K
TCM
2234
Tradewinds Capital Management
Washington
$69.6K +$580 +10 +0.8%
TC
2235
Tacita Capital
Ontario, Canada
$68.8K +$60.4K +1,040 +717%
NOI
2236
Newton One Investments
Delaware
$68.5K +$639 +11 +0.9%
IRAG
2237
Investment Research & Advisory Group
Georgia
$67.9K
WWM
2238
Wolff Wiese Magana
California
$67.3K -$406 -7 -0.6%
DF
2239
DecisionPoint Financial
Arizona
$67.2K -$20.2K -348 -23%
MLA
2240
MB, Levis & Associates
Pennsylvania
$65.8K +$406 +7 +0.6%
EIM
2241
Essex Investment Management
Massachusetts
$65K -$693K -11,943 -91%
CJL
2242
Cyrus J. Lawrence
New York
$63K
WOSD
2243
WFA of San Diego
California
$61.7K -$7.26K -125 -11%
CTWM
2244
Cherry Tree Wealth Management
Minnesota
$60.5K
BHWM
2245
Beaird Harris Wealth Management
Texas
$58.5K +$174 +3 +0.3%
FCMT
2246
Founders Capital Management (Texas)
Texas
$58K
WAM
2247
WFA Asset Management
Wisconsin
$56.7K +$1.57K +27 +3%
SIS
2248
Sound Income Strategies
Florida
$56.1K +$8.59K +148 +18%
EARNEST Partners
2249
EARNEST Partners
Georgia
$55K
NSG
2250
Nalls Sherbakoff Group
Tennessee
$54.6K -$11.6K -200 -18%