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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
HIMCH
326
Hartford Investment Management Co (HIMCO)
Connecticut
$16.6M +$1.79M +29,133 +12%
USAA
327
United Services Automobile Association
Texas
$16.4M +$3.11M +50,527 +23%
X
328
Xponance
Pennsylvania
$16.3M +$197K +3,201 +1%
CIP
329
Chartwell Investment Partners
Pennsylvania
$16.3M +$628K +10,217 +4%
AIM
330
Achmea Investment Management
Netherlands
$16.3M -$2.02M -32,913 -11%
CAI
331
Capital Advisors Inc
Oklahoma
$16.3M +$2.07M +33,721 +15%
SF
332
Synovus Financial
Georgia
$16.3M +$533K +8,661 +3%
Pacer Advisors
333
Pacer Advisors
Pennsylvania
$16.1M +$1.16M +18,874 +8%
Voloridge Investment Management
334
Voloridge Investment Management
Florida
$16.1M +$9.67M +157,315 +154%
KAS
335
Kestra Advisory Services
Texas
$16.1M +$5.26M +85,563 +49%
AIM
336
Avity Investment Management
Connecticut
$16.1M +$3.23M +52,550 +25%
ABC
337
Associated Banc-Corp
Wisconsin
$16.1M +$1.11M +18,038 +7%
DADC
338
D.A. Davidson & Co
Montana
$16M -$15K -244 -0.1%
KCM
339
Kornitzer Capital Management
Kansas
$16M -$888K -14,440 -5%
NAM
340
Nissay Asset Management
Japan
$16M -$627K -10,203 -4%
AI
341
Ariel Investments
Illinois
$15.8M -$4.25M -69,158 -21%
DILIC
342
Dai-ichi Life Insurance Company
Japan
$15.7M +$576K +9,364 +4%
CA
343
Cullinan Associates
Kentucky
$15.6M -$803K -13,057 -5%
PMAM
344
Picton Mahoney Asset Management
Ontario, Canada
$15.6M -$1.53M -24,888 -9%
FCM
345
Farallon Capital Management
California
$15.5M -$215M -3,500,000 -93%
WT
346
Whittier Trust
California
$15.4M +$6.97M +113,410 +84%
B
347
BP
United Kingdom
$15.4M +$4.53M +73,725 +42%
TAF
348
Tredje AP-fonden
Sweden
$15.3M
Walleye Trading
349
Walleye Trading
New York
$15.3M +$11.1M +180,266 +275%
ECM
350
Endurant Capital Management
California
$15.1M -$8.98M -146,090 -37%

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.