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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 %
TCM
2251
Tanaka Capital Management
New York
$25K
PP
2252
PFS Partners
New Jersey
$24.8K
CWM
2253
Cedar Wealth Management
California
$24.3K
KFP
2254
Keener Financial Planning
Texas
$24K +$24K +468 New
MIA
2255
MeadowBrook Investment Advisors
Michigan
$23.9K +$23.9K +465 New
FCT
2256
First Community Trust
Iowa
$23.7K -$20.5K -400 -46%
GGI
2257
Godsey & Gibb Inc
Virginia
$21.8K -$15.4K -300 -41%
OIAM
2258
OFI Invest Asset Management
France
$20.8K -$743 -16 -3%
VWWMG
2259
Vermillion & White Wealth Management Group
Pennsylvania
$20.8K +$20.8K +405 New
KIG
2260
Kessler Investment Group
Indiana
$20.5K
NCM
2261
Northwest Capital Management
Oregon
$20.5K
GWMIA
2262
Global Wealth Management Investment Advisory
Florida
$19.8K +$5.54K +108 +39%
CA
2263
Centerpoint Advisors
Massachusetts
$19K -$2.18K -43 -10%
VAG
2264
VisionPoint Advisory Group
Texas
$18.4K -$19.4K -378 -51%
RDIA
2265
RE Dickinson Investment Advisors
Iowa
$18K -$3.86K -75 -18%
JAM
2266
JCIC Asset Management
Ontario, Canada
$17.4K -$30.8K -600 -64%
IWP
2267
IAG Wealth Partners
Wisconsin
$17.2K
KWAG
2268
Kiely Wealth Advisory Group
North Carolina
$17.1K +$17.1K +344 New
WPWM
2269
Western Pacific Wealth Management
Illinois
$16.9K -$29.1K -568 -63%
LPP
2270
Life Planning Partners
Florida
$16.9K +$16.9K +329 New
HCM
2271
Hollencrest Capital Management
California
$15.7K -$1.23K -24 -7%
TWD
2272
True Wealth Design
Ohio
$15.1K +$13.4K +262 +794%
LOIP
2273
Live Oak Investment Partners
Texas
$14.6K -$16.5K
TVAMP
2274
Tennessee Valley Asset Management Partners
Tennessee
$14.5K +$14.5K +283 New
BSWA
2275
Bromfield Sneider Wealth Advisors
Massachusetts
$14.3K