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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 %
CA
2401
Centerpoint Advisors
Massachusetts
$27K
FSWA
2402
Financial Synergies Wealth Advisors
Texas
$26.7K +$192 +3 +0.7%
PPWM
2403
PFG Private Wealth Management
Florida
$25.8K
KIG
2404
Kessler Investment Group
Indiana
$25.6K
NCM
2405
Northwest Capital Management
Oregon
$25.6K +$25.6K +400 New
WAS
2406
Winch Advisory Services
Wisconsin
$22K -$4.68K -74 -18%
RDIA
2407
RE Dickinson Investment Advisors
Iowa
$22K
IWP
2408
IAG Wealth Partners
Wisconsin
$21.4K
OIS
2409
Okabena Investment Services
Minnesota
$21.2K +$21.2K +331 New
HCM
2410
Hollencrest Capital Management
California
$21K -$48K -750 -70%
BBPWM
2411
Blue Bell Private Wealth Management
Pennsylvania
$20.8K
APW
2412
Acima Private Wealth
Virginia
$19.4K
FA
2413
Fiduciary Alliance
South Carolina
$19.2K +$19.2K +300 New
LOIP
2414
Live Oak Investment Partners
Texas
$18.2K -$31.5K
MFA
2415
McClarren Financial Advisors
Pennsylvania
$18K -$18.5K -302 -51%
HB
2416
Horizon Bancorp
Indiana
$18K +$18K +280 New
NL
2417
NVWM LLC
Pennsylvania
$17.8K -$618K -9,671 -97%
BSWA
2418
Bromfield Sneider Wealth Advisors
Massachusetts
$17.8K
GWMIA
2419
Global Wealth Management Investment Advisory
Florida
$17.7K +$17.7K +277 New
CIA
2420
Cape Investment Advisory
Georgia
$16.9K +$384 +6 +2%
FGAM
2421
Financial Gravity Asset Management
Texas
$15.8K +$2.34K +12 +17%
MWA
2422
Miller Wealth Advisors
Colorado
$15.7K -$368K -5,754 -96%
FFA
2423
Fairfield Financial Advisors
Massachusetts
$15.7K +$128 +2 +0.8%
RG
2424
Retirement Group
California
$14.5K
PCTC
2425
Perkins Coie Trust Company
Washington
$13.1K