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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 %
AT
2451
Avalon Trust
New Mexico
$36.1K +$36.1K +521 New
CWM
2452
Cedar Wealth Management
California
$35.6K -$832 -12 -2%
HI
2453
Hoey Investments
Pennsylvania
$35.4K
RFG
2454
RFP Financial Group
Georgia
$35.2K -$149K -2,150 -81%
CFD
2455
Creative Financial Designs
Indiana
$35.1K
CIR
2456
Clear Investment Research
Georgia
$34.7K
FPFS
2457
First Personal Financial Services
North Carolina
$34.3K +$13.9K +200 +68%
TCM
2458
Tanaka Capital Management
New York
$34K
LOIP
2459
Live Oak Investment Partners
Texas
$31.5K -$32.7K
AWM
2460
Abound Wealth Management
Tennessee
$31.3K -$5.69K -82 -15%
CAM
2461
Costello Asset Management
Pennsylvania
$31.2K
RAM
2462
Riggs Asset Management
Pennsylvania
$30.5K -$56.2K -811 -65%
CLOS
2463
Compagnie Lombard Odier SCmA
Switzerland
$30.2K
UIA
2464
Ulland Investment Advisors
Minnesota
$30K
WAM
2465
Worth Asset Management
Texas
$29.7K
WAS
2466
Winch Advisory Services
Wisconsin
$29K -$1.86K -27 -6%
CA
2467
Centerpoint Advisors
Massachusetts
$29K +$2.98K +43 +11%
GA
2468
GoalVest Advisory
New York
$29K +$29K +418 New
FSWA
2469
Financial Synergies Wealth Advisors
Texas
$28.7K +$28.7K +415 New
PPWM
2470
PFG Private Wealth Management
Florida
$27.9K -$832 -12 -3%
KIG
2471
Kessler Investment Group
Indiana
$27.7K
JIR
2472
James Investment Research
Ohio
$27K +$2.77K +40 +11%
NMG
2473
New Millennium Group
Utah
$25.7K -$2.36K -34 -8%
RDIA
2474
RE Dickinson Investment Advisors
Iowa
$24K
IWP
2475
IAG Wealth Partners
Wisconsin
$23.2K