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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 %
TCBWMS
2276
Texas Capital Bank Wealth Management Services
Texas
$212K
FW
2277
FirstPurpose Wealth
Utah
$212K +$4.23K +61 +2%
TWP
2278
Total Wealth Planning
Ohio
$212K
CPRC
2279
Consolidated Portfolio Review Corp
New York
$212K +$212K +3,053 New
ACP
2280
Aveo Capital Partners
Colorado
$212K -$2.43K -35 -1%
FFA
2281
Fi3 Financial Advisors
Indiana
$211K -$11.4K -165 -5%
FCMC
2282
Founders Capital Management (Connecticut)
Connecticut
$211K
RWP
2283
Revolve Wealth Partners
New Jersey
$210K -$43.9K -634 -17%
SFS
2284
Strategic Financial Services
New York
$210K +$9.5K +137 +5%
SWM
2285
Seed Wealth Management
Illinois
$209K
NWM
2286
Northcape Wealth Management
New York
$209K +$209K +3,017 New
FCAG
2287
First Capital Advisors Group
New Jersey
$209K +$8.11K +117 +4%
WMA
2288
West Michigan Advisors
Michigan
$208K +$11.9K +172 +6%
HCP
2289
Holt Capital Partners
Texas
$208K
DPI
2290
Diversified Portfolios Inc
Michigan
$208K -$97K -1,400 -32%
DA
2291
Dover Advisors
Virginia
$208K +$12.1K +175 +6%
JSA
2292
Jacobson & Schmitt Advisors
Wisconsin
$208K
SICM
2293
Sustainable Insight Capital Management
New York
$208K +$208K +3,000 New
AWM
2294
Accel Wealth Management
Iowa
$208K +$2.77K +40 +1%
WC
2295
Whitney & Co
New York
$207K +$1.04K +15 +0.5%
KCFA
2296
Key Client Fiduciary Advisors
New Jersey
$207K -$5.34K -77 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2297
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$207K -$50.4M -727,017 -100%
ACA
2298
Affinity Capital Advisors
California
$207K +$207K +2,980 New
ES
2299
ETF Store
Kansas
$206K
OCM
2300
Osterweis Capital Management
California
$206K