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Bristol-Myers Squibb

2,359 hedge funds and large institutions have $104B invested in Bristol-Myers Squibb in 2020 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 949 increasing their positions, 869 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 286 | Existing positions closed: 108

7% more funds holding

Funds holding: 2,2142,359 (+145)

10% more call options, than puts

Call options by funds: $1.51B | Put options by funds: $1.38B

9% more repeat investments, than reductions

Existing positions increased: 949 | Existing positions reduced: 869

4% more capital invested

Capital invested by funds: $100B → $104B (+$3.72B)

0.37% less ownership

Funds ownership: 74.06%73.69% (-0.37%)

16% less funds holding in top 10

Funds holding in top 10: 9378 (-15)

Holders
2,359
Holders Change
+145
Holders Change %
+6.55%
% of All Funds
41.74%
Holding in Top 10
78
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.13%
% of All Funds
1.38%
New
286
Increased
949
Reduced
869
Closed
108
Calls
$1.51B
Puts
$1.38B
Net Calls
+$132M
Net Calls Change
+$259M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
2451
SeaBridge Investment Advisors
New Jersey
-$191K -3,163 Closed
HCA
2452
Horan Capital Advisors
Ohio
-$162K -2,680 Closed
NIC
2453
Northwest Investment Counselors
Oregon
-$129K -2,133 Closed
AWM
2454
Adams Wealth Management
Utah
-$124K -2,062 Closed
SC
2455
Solstein Capital
California
-$75K -1,240 Closed
AA
2456
Advisory Alpha
Michigan
-$67K -1,103 Closed
PFWA
2457
Paces Ferry Wealth Advisors
Georgia
-$64K -1,061 Closed
HMS
2458
Hanseatic Management Services
New Mexico
-$60K -1,001 Closed
FEG
2459
Financial Enhancement Group
Indiana
-$48K -800 Closed
AWA
2460
Artemis Wealth Advisors
New York
-$21.1K -350 Closed
DI
2461
Disciplined Investments
Oklahoma
-$21K -346 Closed
CPW
2462
Catalyst Private Wealth
California
-$10K -171 Closed
LF
2463
Lee Financial
Texas
-$10K -164 Closed
WLPWM
2464
Walled Lake Planning & Wealth Management
Illinois
-$10K -164 Closed
LGWM
2465
Litman Gregory Wealth Management
California
-$10K -159 Closed
FCAS
2466
First Command Advisory Services
Texas
-$9K -147 Closed
BWM
2467
BNC Wealth Management
Oregon
-$7K -120 Closed
RA
2468
Rational Advisors
New York
-$6K -92 Closed
PWM
2469
Provident Wealth Management
Tennessee
-$1K -23 Closed
WAM
2470
Weiss Asset Management
Massachusetts
+$307 +5 New