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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
BAMF
351
BI Asset Management Fondsmaeglerselskab
Denmark
$15M +$3.79M +61,620 +34%
GAM
352
Guinness Asset Management
United Kingdom
$14.9M +$3.31M +53,840 +29%
SSA
353
South Street Advisors
New York
$14.8M +$164K +2,670 +1%
DDPIC
354
Deroy & Devereaux Private Investment Counsel
Michigan
$14.7M -$1.04M -16,860 -7%
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$14.7M +$123K +2,002 +0.9%
NPF
356
Norris Perne & French
Michigan
$14.7M +$455K +7,405 +3%
NAMA
357
Nikko Asset Management Americas
New York
$14.7M +$1.29M +20,985 +10%
SIA
358
Sit Investment Associates
Minnesota
$14.6M +$1.13M +18,321 +8%
SWP
359
Stratos Wealth Partners
Ohio
$14.4M -$628K -10,219 -4%
CFB
360
Cullen/Frost Bankers
Texas
$14.2M -$320K -5,205 -2%
SYBT
361
Stock Yards Bank & Trust
Kentucky
$14.2M +$259K +4,205 +2%
Nomura Holdings
362
Nomura Holdings
Japan
$14.1M +$11.9M +193,237 +474%
BAPIM
363
British Airways Pensions Investment Management
United Kingdom
$14M -$904K -14,700 -6%
Alyeska Investment Group
364
Alyeska Investment Group
Illinois
$13.9M +$13.8M +223,809 New
BF
365
BOK Financial
Oklahoma
$13.9M -$6.37M -103,593 -32%
BCM
366
Bridgeway Capital Management
Texas
$13.8M -$12M -194,800 -47%
Jane Street
367
Jane Street
New York
$13.8M -$19.5M -317,159 -59%
CCM
368
Cinctive Capital Management
New York
$13.7M +$1.58M +25,703 +13%
GIM
369
Goelzer Investment Management
Indiana
$13.7M -$211K -3,432 -2%
CNAM
370
Campbell Newman Asset Management
Wisconsin
$13.6M +$695K +11,307 +5%
II
371
IFM Investors
Australia
$13.6M +$1.88M +30,652 +16%
Cerity Partners
372
Cerity Partners
New York
$13.4M +$2.95M +48,022 +29%
SC
373
Scotia Capital
Ontario, Canada
$13.3M +$1.62M +26,371 +14%
Brown Advisory
374
Brown Advisory
Maryland
$13.3M -$292K -4,746 -2%
ZCM
375
Ziegler Capital Management
Illinois
$13.3M -$3.73M -60,667 -22%

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.