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Bristol-Myers Squibb

2,360 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 936 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+8
Holders Change %
+0.34%
% of All Funds
41.56%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.23%
New
157
Increased
993
Reduced
936
Closed
119
Calls
$1.15B
Puts
$1.04B
Net Calls
+$112M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Shares
Change %
SFPG
2301
Stonebridge Financial Planning Group
Florida
$31K
BAMG
2302
Brand Asset Management Group
Missouri
$31K +$31K +485 New
OCM
2303
Orion Capital Management
California
$28K
MCM
2304
MV Capital Management
Maryland
$27K -$77K -1,204 -74%
Kayne Anderson Rudnick Investment Management
2305
Kayne Anderson Rudnick Investment Management
California
$27K
FP
2306
Fiduciary Planning
Florida
$26K +$188 +3 +0.7%
RA
2307
Resolute Advisors
California
$25K +$25K +595 New
CA
2308
Centerpoint Advisors
Massachusetts
$24K
HFM
2309
Harvest Fund Management
China
$22K -$91.5K -1,472 -81%
IWP
2310
IAG Wealth Partners
Wisconsin
$22K
FWM
2311
Filbrandt Wealth Management
Wisconsin
$21K -$46.9K -733 -69%
MLFP
2312
MPS Loria Financial Planners
Illinois
$19K
JPLA
2313
Joseph P. Lucia & Associates
New York
$19K +$64 +1 +0.3%
AWMS
2314
Advocacy Wealth Management Services
Georgia
$19K +$6.29K +99 +50%
GWMIA
2315
Global Wealth Management Investment Advisory
Florida
$17K -$2.15K -35 -11%
HC
2316
Hoese & Co
Minnesota
$17K +$17K +271 New
SM
2317
SG3 Management
Puerto Rico
$16K -$48K -750 -75%
SSWG
2318
Seven Springs Wealth Group
Tennessee
$16K
RBC
2319
Roble Belko & Company
Pennsylvania
$16K
PCTC
2320
Perkins Coie Trust Company
Washington
$15K -$2.08K -34 -12%
MFA
2321
McClarren Financial Advisors
Pennsylvania
$15K +$65 +1 +0.4%
KFS
2322
Kelly Financial Services
Massachusetts
$14.1K -$693 -11 -5%
NIM
2323
NuWave Investment Management
New Jersey
$14K -$221K -3,607 -94%
HF
2324
Halpern Financial
Virginia
$14K +$14K +221 New
RG
2325
Retirement Group
California
$13K -$15.1K -236 -54%