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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
DIA
451
Davidson Investment Advisors
Montana
$8.65M +$7.72M +134,737 New
Daiwa Securities Group
452
Daiwa Securities Group
Japan
$8.61M +$3.57M +62,275 +87%
WC
453
Woodstock Corp
Massachusetts
$8.61M +$5.57M +97,320 +265%
JMFC
454
J.M. Forbes & Co
Massachusetts
$8.59M +$6.99M +122,050 +1,041%
OAM
455
Oxford Asset Management
United Kingdom
$8.54M +$7.62M +133,014 New
CCM
456
Copernicus Capital Management
California
$8.53M -$3.73M -65,105 -33%
CCM
457
Channing Capital Management
Illinois
$8.48M -$3.23M -56,358 -30%
SCCM
458
Schafer Cullen Capital Management
New York
$8.48M -$235K -4,100 -3%
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$8.46M -$1.19M -20,749 -14%
WTC
460
WhitTier Trust Company
Nevada
$8.39M +$914K +15,968 +14%
B
461
Barings
North Carolina
$8.35M +$1.87M +32,738 +34%
SGH
462
Sivik Global Healthcare
Connecticut
$8.35M +$7.45M +130,000 New
FT
463
Fiduciary Trust
Massachusetts
$8.28M +$2.48M +43,299 +51%
PAM
464
Private Asset Management
California
$8.23M -$132K -2,304 -2%
AW
465
ACG Wealth
Georgia
$8.21M +$3.17M +55,409 +76%
MAM
466
Meeder Asset Management
Ohio
$8.19M +$6.6M +115,165 +925%
FNBT
467
FineMark National Bank & Trust
Florida
$8.15M +$712K +12,430 +11%
GIA
468
Granite Investment Advisors
New Hampshire
$8.14M +$82.1K +1,433 +1%
MIM
469
Martin Investment Management
Florida
$8.14M -$6.08M -106,244 -46%
WSFS
470
Wilmington Savings Fund Society
Delaware
$8.13M +$136K +2,379 +2%
S
471
Seeyond
France
$8.13M -$1.03K -18 -0%
CNAM
472
Campbell Newman Asset Management
Wisconsin
$8.12M +$5.41M +94,378 +294%
GT
473
Glenview Trust
Kentucky
$8.03M +$1.69M +29,573 +31%
GAM
474
Griffin Asset Management
New York
$8.03M +$241K +4,202 +3%
SAM
475
Sompo Asset Management
Japan
$8.02M -$246K -4,290 -3%

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.