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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
EIA
401
Edgemoor Investment Advisors
Maryland
$11.7M +$224K +3,647 +2%
TCM
402
Tufton Capital Management
Maryland
$11.7M +$329K +5,343 +3%
FT
403
Fiduciary Trust
Massachusetts
$11.7M +$1.14M +18,515 +11%
SAM
404
Shell Asset Management
Netherlands
$11.7M -$986K -16,035 -8%
Public Sector Pension Investment Board (PSP Investments)
405
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.6M -$5.37M -87,266 -32%
MCM
406
MAI Capital Management
Ohio
$11.6M -$9.9M -160,922 -46%
Kovitz Investment Group Partners
407
Kovitz Investment Group Partners
Illinois
$11.6M -$1.42M -23,147 -11%
FNT
408
First National Trust
Pennsylvania
$11.5M +$1.24M +20,123 +12%
NB
409
Norinchukin Bank
Japan
$11.5M -$337K -5,474 -3%
MGAM
410
McGowan Group Asset Management
Texas
$11.4M +$403K +6,561 +4%
JPMIA
411
J.P. Marvel Investment Advisors
Massachusetts
$11.3M +$75.6K +1,229 +0.7%
IIM
412
Intact Investment Management
Quebec, Canada
$11.3M
GG
413
Gofen & Glossberg
Illinois
$11.2M -$251K -4,087 -2%
Fisher Asset Management
414
Fisher Asset Management
Washington
$11.1M +$234K +3,799 +2%
AIMCA
415
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.1M -$633K -10,300 -5%
ELC
416
Edgar Lomax Company
Virginia
$11M -$191K -3,100 -2%
FCI
417
Financial Counselors Inc
Kansas
$10.9M -$208K -3,382 -2%
MCM
418
McRae Capital Management
New Jersey
$10.9M +$1.2M +19,510 +12%
SPIA
419
Steward Partners Investment Advisory
New York
$10.9M -$553K -8,986 -5%
SAM
420
Silvercrest Asset Management
New York
$10.9M -$178K -2,898 -2%
BII
421
Bainco International Investors
Massachusetts
$10.8M +$6.17M +100,263 +135%
AWM
422
AE Wealth Management
Kansas
$10.8M +$937K +15,243 +10%
SAI
423
Systematic Alpha Investments
New Jersey
$10.7M +$10.6M +172,300 New
MYIA
424
Mount Yale Investment Advisors
Colorado
$10.6M -$142K -2,315 -1%
CCMT
425
CMT Capital Markets Trading
Germany
$10.6M +$7.98M +129,800 +315%

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.