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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
CSS
451
Cubist Systematic Strategies
Connecticut
$9.69M -$1.66M -27,065 -15%
CIC
452
Cutler Investment Counsel
Oregon
$9.67M -$29.7K -483 -0.3%
EAM
453
EULAV Asset Management
Florida
$9.62M -$1.23M -19,922 -11%
FBP
454
Flippin Bruce & Porter
Virginia
$9.61M -$191K -3,101 -2%
FM
455
Freemont Management
Switzerland
$9.57M +$9.49M +154,300 New
PP
456
Palladium Partners
Virginia
$9.43M +$642K +10,443 +7%
ACM
457
Azimuth Capital Management
Michigan
$9.43M -$222K -3,605 -2%
NFT
458
Nan Fung Trinity
Hong Kong
$9.25M +$4.96M +80,685 +118%
CIA
459
Capital Investment Advisors
Georgia
$9.08M +$1.85M +30,136 +26%
HP
460
HealthInvest Partners
Sweden
$9.06M +$8.98M +146,000 New
FCH
461
Freestone Capital Holdings
Washington
$9.05M +$1.06M +17,245 +13%
SMDAM
462
Sumitomo Mitsui DS Asset Management
Japan
$9.04M -$162K -2,636 -2%
SAM
463
Sectoral Asset Management
Quebec, Canada
$9.03M -$3.2M -52,000 -26%
HCM
464
Harvey Capital Management
Florida
$9.01M -$683K -11,100 -7%
NI
465
Nepsis Inc
Minnesota
$8.99M +$430K +6,997 +5%
Wolverine Trading
466
Wolverine Trading
Illinois
$8.97M +$8.07M +131,275 +965%
NMERB
467
New Mexico Educational Retirement Board
New Mexico
$8.9M -$105K -1,700 -1%
GIM
468
Grassi Investment Management
California
$8.87M -$852K -13,848 -9%
WC
469
Woodstock Corp
Massachusetts
$8.84M +$464K +7,544 +6%
CG
470
Colony Group
Massachusetts
$8.73M -$312K -5,073 -3%
BAM
471
Bruderman Asset Management
New York
$8.73M +$328K +5,333 +4%
LSERS
472
Louisiana State Employees Retirement System
Louisiana
$8.7M +$1.59M +25,800 +23%
MCM
473
Mengis Capital Management
Oregon
$8.68M +$760K +12,366 +10%
UB
474
UMB Bank
Missouri
$8.66M -$929K -15,108 -10%
BG
475
Bollard Group
Massachusetts
$8.62M +$48.1K +783 +0.6%

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.