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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
BLAM
276
Bourne Lent Asset Management
New York
$24.4M -$1.15M -18,643 -5%
CAM
277
Cresset Asset Management
Illinois
$24.1M -$774K -12,583 -3%
OC
278
Oppenheimer & Co
New York
$23.9M +$826K +13,440 +4%
DRZID
279
DePrince Race & Zollo Inc (DRZ)
Florida
$23.8M +$3.36M +54,657 +17%
BCIM
280
British Columbia Investment Management
British Columbia, Canada
$23.6M -$708K -11,510 -3%
ADEF
281
Adams Diversified Equity Fund
Maryland
$23.6M -$861K -14,000 -4%
Axa
282
Axa
France
$23.6M -$2.26M -36,805 -9%
Squarepoint
283
Squarepoint
New York
$23.6M -$5.65M -91,859 -19%
ERSOT
284
Employees Retirement System of Texas
Texas
$23.5M
SGA
285
Sector Gamma AS
Norway
$22.4M -$11.1M -179,851 -33%
PI
286
PineBridge Investments
New York
$22.2M -$3.74M -60,884 -15%
ACM
287
Advisors Capital Management
New Jersey
$21.8M -$3.23M -52,483 -13%
ProShare Advisors
288
ProShare Advisors
Maryland
$21.8M +$1.77M +28,827 +9%
IMPI
289
Ilmarinen Mutual Pension Insurance
Finland
$21.1M
RPAM
290
Rhenman & Partners Asset Management
Sweden
$21.1M +$3.07M +50,000 +17%
Creative Planning
291
Creative Planning
Kansas
$21.1M +$936K +15,220 +5%
SCCM
292
Schafer Cullen Capital Management
New York
$21M +$13.7M +223,296 +193%
AIA
293
Avalon Investment & Advisory
Texas
$20.9M +$1.1M +17,900 +6%
MLICM
294
Metropolitan Life Insurance Company (MetLife)
New York
$20.9M -$912K -14,826 -4%
PCH
295
Polar Capital Holdings
United Kingdom
$20.6M +$20.5M +332,843 New
PA
296
Pinnacle Associates
New York
$20.6M -$1.39M -22,539 -6%
CIBC World Market
297
CIBC World Market
Ontario, Canada
$20.5M -$697K -11,329 -3%
MLL
298
Moody Lynn & Lieberson
Massachusetts
$20.1M +$216K +3,516 +1%
CT
299
Cambridge Trust
Massachusetts
$19.9M +$1.66M +26,929 +9%
BSA
300
Braun Stacey Associates
New York
$19.9M +$448K +7,281 +2%

BMY Hedge Fund Activity: Q4 2020 in Review

2,359 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2020, worth a combined $104B — up 3.7% from $100B a quarter earlier.

Buyers outnumbered sellers: 286 funds opened new BMY positions and 108 closed out — a net gain of 178 holders — while 949 added to existing stakes and 869 trimmed.

The largest buyer was BlackRock, adding an estimated $618M. The largest seller was Renaissance Technologies, cutting an estimated $744M.

  • 2,359 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2020, up from 2,214 in Q3 2020.
  • Funds reported $104B of Bristol-Myers Squibb stock for Q4 2020, up 3.7% quarter-over-quarter.
  • 286 funds opened new Bristol-Myers Squibb positions in Q4 2020 and 108 closed out, a net change of +178 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2020 was BlackRock, an estimated $618M added.
  • The largest Bristol-Myers Squibb seller in Q4 2020 was Renaissance Technologies, an estimated $744M sold.

Based on aggregated 13F filings for Q4 2020.