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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 %
NFSG
2276
Newbridge Financial Services Group
Florida
$170K -$8.06K -126 -5%
CWM
2277
CarsonAllaria Wealth Management
Illinois
$168K -$1.86K -29 -1%
GFL
2278
Granite FO LLC
New Hampshire
$166K -$224K -3,500 -57%
GFPC
2279
Global Financial Private Client
Florida
$165K -$19.4K -301 -10%
HCA
2280
Heck Capital Advisors
Wisconsin
$165K -$3.71K -58 -2%
HWA
2281
Heritage Wealth Advisors
Virginia
$165K -$2.24K -35 -1%
WP
2282
WealthPLAN Partners
Nebraska
$163K +$9.72K +152 +6%
PMFA
2283
Plante Moran Financial Advisors
Michigan
$160K +$53.7K +839 +51%
BCM
2284
Blume Capital Management
California
$158K +$17.3K +271 +12%
TCM
2285
TD Capital Management
Tennessee
$156K
GSEP
2286
Golden State Equity Partners
California
$150K -$336K -5,249 -69%
BWM
2287
BerganKDV Wealth Management
Minnesota
$143K -$9.65K -151 -6%
HWA
2288
HHM Wealth Advisors
Tennessee
$140K +$41.6K +650 +42%
MCM
2289
MV Capital Management
Maryland
$138K +$12.2K +191 +10%
VIA
2290
Virtus Investment Advisers
Connecticut
$137K
CWC
2291
Carolinas Wealth Consulting
North Carolina
$136K -$2.99K -323 -2%
CP
2292
Castleview Partners
Texas
$136K -$89.2K -1,395 -40%
TIM
2293
Tortoise Investment Management
New York
$130K +$6.4K +100 +5%
ME
2294
McIlrath & Eck
Washington
$127K -$8.06K -126 -6%
KI
2295
Kapitalo Investimentos
Brazil
$123K +$22.3K +349 +22%
CWM
2296
Cranbrook Wealth Management
Michigan
$122K
LF
2297
Lee Financial
Texas
$122K
FDCC
2298
Foster Dykema Cabot & Co
Massachusetts
$120K
TLA
2299
Tanglewood Legacy Advisors
Texas
$119K
CMP
2300
Coston McIsaac & Partners
Maine
$117K