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Bristol-Myers Squibb

2,218 hedge funds and large institutions have $113B invested in Bristol-Myers Squibb in 2019 Q4 according to their latest regulatory filings, with 492 funds opening new positions, 1,219 increasing their positions, 390 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more first-time investments, than exits

New positions opened: 492 | Existing positions closed: 57

213% more repeat investments, than reductions

Existing positions increased: 1,219 | Existing positions reduced: 390

121% more funds holding in top 10

Funds holding in top 10: 48106 (+58)

63% more capital invested

Capital invested by funds: $69.6B → $113B (+$43.5B)

22% more funds holding

Funds holding: 1,8142,218 (+404)

8.53% less ownership

Funds ownership: 83.94%75.42% (-8.5%)

62% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $4.81B

Holders
2,218
Holders Change
+404
Holders Change %
+22.27%
% of All Funds
43.7%
Holding in Top 10
106
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+120.83%
% of All Funds
2.09%
New
492
Increased
1,219
Reduced
390
Closed
57
Calls
$1.84B
Puts
$4.81B
Net Calls
-$2.97B
Net Calls Change
-$2.93B
Name Holding Trade Value Shares
Change
Change in
Stake
MNG
226
Manning & Napier Group
New York
$32.4M +$1.83M +32,033 +7%
AC
227
Armistice Capital
New York
$32.1M +$28.6M +500,000 New
Nomura Asset Management
228
Nomura Asset Management
Japan
$32M +$623K +10,874 +2%
MA
229
MUFG Americas
New York
$32M +$7.16M +125,021 +33%
ACM
230
Advisors Capital Management
New Jersey
$32M +$1.31M +22,836 +5%
ISL
231
Ingalls & Snyder LLC
New York
$31.9M +$5.86M +102,242 +26%
ASRS
232
Arizona State Retirement System
Arizona
$31.1M +$7.69M +134,266 +38%
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$30.7M +$10.8M +187,753 +62%
VDI
234
Vaughan David Investments
Illinois
$30.6M +$312K +5,444 +1%
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.4M +$6.66M +116,293 +33%
AssetMark Inc
236
AssetMark Inc
California
$30.3M +$13.6M +237,860 +102%
GI
237
GAMCO Investors
Connecticut
$30.1M +$8M +139,692 +42%
ProShare Advisors
238
ProShare Advisors
Maryland
$29.6M +$10.6M +184,983 +67%
SRC
239
Shufro Rose & Co
New York
$29.5M -$420K -7,332 -2%
PI
240
PineBridge Investments
New York
$28.9M +$287K +5,008 +1%
EPFB
241
Employees Provident Fund Board
Malaysia
$28.8M +$23.9M +418,158 +1,354%
TAM
242
Tocqueville Asset Management
New York
$28.8M +$1.7M +29,738 +7%
URS
243
Utah Retirement Systems
Utah
$28.6M +$7.75M +135,273 +43%
TB
244
Terril Brothers
Missouri
$28.6M -$738K -12,892 -3%
SOADOR
245
State of Alaska Department of Revenue
Alaska
$27.9M +$5.2M +90,843 +26%
BC
246
Blackhill Capital
New Jersey
$27.5M +$1.76M +30,800 +8%
CAM
247
ClariVest Asset Management
California
$27.5M +$24.5M +428,479 New
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$27.4M +$7.33M +128,048 +43%
Nomura Holdings
249
Nomura Holdings
Japan
$27.3M +$18.9M +329,551 +294%
CAM
250
Cresset Asset Management
Illinois
$27.2M +$3.4M +59,404 +18%

BMY Hedge Fund Activity: Q4 2019 in Review

2,218 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2019, worth a combined $113B — up 63% from $69.6B a quarter earlier.

Buyers outnumbered sellers: 492 funds opened new BMY positions and 57 closed out — a net gain of 435 holders — while 1,219 added to existing stakes and 390 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.46B. The largest seller was Wellington Management Group, cutting an estimated $1.5B.

  • 2,218 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2019, up from 1,814 in Q3 2019.
  • Funds reported $113B of Bristol-Myers Squibb stock for Q4 2019, up 63% quarter-over-quarter.
  • 492 funds opened new Bristol-Myers Squibb positions in Q4 2019 and 57 closed out, a net change of +435 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2019 was Vanguard Group, an estimated $3.46B added.
  • The largest Bristol-Myers Squibb seller in Q4 2019 was Wellington Management Group, an estimated $1.5B sold.

Based on aggregated 13F filings for Q4 2019.