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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 %
CH
2226
Canton Hathaway
Rhode Island
$36K
AWM
2227
Abound Wealth Management
Tennessee
$35.6K +$12.5K +243 +54%
GKIM
2228
GW&K Investment Management
Massachusetts
$35K -$1.9K -37 -5%
HWM
2229
HighMark Wealth Management
Minnesota
$34.8K -$1.39K -27 -4%
PCWA
2230
Pacific Capital Wealth Advisors
California
$34.2K +$34.2K +666 New
GAG
2231
Goodman Advisory Group
Massachusetts
$33.2K
MSG
2232
Main Street Group
Virginia
$33.2K +$33.2K +646 New
MWM
2233
Mascoma Wealth Management
New Hampshire
$33.1K
RIM
2234
Rockbridge Investment Management
New York
$33K +$33K +644 New
RA
2235
Rise Advisors
New York
$32.4K +$359 +7 +1%
WAM
2236
WFA Asset Management
Wisconsin
$32.2K -$18K -350 -36%
PWA
2237
Provenance Wealth Advisors
Florida
$30.6K -$787K -15,342 -96%
DI
2238
DAGCO Inc
Ohio
$30.3K -$661K -12,873 -96%
DWS
2239
Dynamic Wealth Strategies
California
$30.3K +$30.3K +590 New
CFD
2240
Creative Financial Designs
Indiana
$30.1K +$1.69K +33 +6%
HC
2241
Hoese & Co
Minnesota
$27.6K
LFA
2242
LGT Financial Advisors
Texas
$27K -$719 -14 -3%
BBPWM
2243
Blue Bell Private Wealth Management
Pennsylvania
$26.9K
NFA
2244
Northwest Financial Advisors
Virginia
$26.8K +$26.8K +523 New
AT
2245
Avalon Trust
New Mexico
$26.7K
GWM
2246
Guardian Wealth Management
Illinois
$26.5K +$5.85K +114 +28%
HI
2247
Hoey Investments
Pennsylvania
$26.2K
CIR
2248
Clear Investment Research
Georgia
$25.7K
FPF
2249
First Pacific Financial
Washington
$25.7K
FPFS
2250
First Personal Financial Services
North Carolina
$25.4K