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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 %
GFPC
2326
Global Financial Private Client
Florida
$200K -$2.23K -32 -1%
PCM
2327
Pointe Capital Management
Michigan
$199K +$199K +2,872 New
MWA
2328
Miller Wealth Advisors
Colorado
$196K +$180K +5,519 +1,147%
CT
2329
Clearstead Trust
Maine
$193K +$555 +8 +0.3%
NFSG
2330
Newbridge Financial Services Group
Florida
$193K -$5.06K -73 -3%
PCFFS
2331
Pacific Center for Financial Services
California
$191K +$191K +2,757 New
OCM
2332
Orion Capital Management
California
$187K +$17.3K +250 +10%
CWM
2333
CarsonAllaria Wealth Management
Illinois
$184K +$1.18K +17 +0.6%
HCA
2334
Heck Capital Advisors
Wisconsin
$183K +$6.58K +95 +4%
BCP
2335
Blue Chip Partners
Michigan
$182K +$1.32K +19 +0.7%
HWA
2336
Heritage Wealth Advisors
Virginia
$181K -$15.1K -218 -8%
GWS
2337
Glassman Wealth Services
Virginia
$178K -$40.1K -578 -18%
CPFP
2338
Clear Perspectives Financial Planning
Ohio
$176K
TCM
2339
TD Capital Management
Tennessee
$170K -$9.7K -140 -5%
CWC
2340
Carolinas Wealth Consulting
North Carolina
$169K -$674 -60 -0.4%
WP
2341
WealthPLAN Partners
Nebraska
$167K -$543K -7,838 -77%
BWM
2342
BerganKDV Wealth Management
Minnesota
$165K +$27K +390 +20%
TFM
2343
TFC Financial Management
Massachusetts
$158K +$2.15K +31 +1%
BCM
2344
Blume Capital Management
California
$153K
VIA
2345
Virtus Investment Advisers
Connecticut
$149K
ME
2346
McIlrath & Eck
Washington
$147K
CPA
2347
Cowen Prime Advisors
New York
$140K
GC
2348
Garde Capital
Washington
$139K -$21.6K -312 -13%
MIFH
2349
Migdal Insurance & Financial Holdings
Israel
$138K +$69K +1,015 +100%
CCM
2350
Carderock Capital Management
Maryland
$137K +$137K +1,975 New