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Bristol-Myers Squibb

1,595 hedge funds and large institutions have $64B invested in Bristol-Myers Squibb in 2017 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 575 increasing their positions, 658 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $1.81B | Put options by funds: $1.51B

19% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 88

1% more capital invested

Capital invested by funds: $63.5B → $64B (+$485M)

0% less funds holding

Funds holding: 1,5981,595 (-3)

1.17% less ownership

Funds ownership: 70.75%69.58% (-1.2%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

13% less repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 658

Holders
1,595
Holders Change
-3
Holders Change %
-0.19%
% of All Funds
39.76%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
1.1%
New
105
Increased
575
Reduced
658
Closed
88
Calls
$1.81B
Puts
$1.51B
Net Calls
+$301M
Net Calls Change
-$57.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$388M -$79.3M -1,457,324 -17%
Primecap Management
27
Primecap Management
California
$352M +$247M +4,542,100 +256%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$342M -$8.65M -158,905 -3%
Swiss National Bank
29
Swiss National Bank
Switzerland
$341M +$10.3M +189,900 +3%
Franklin Resources
30
Franklin Resources
California
$340M +$215M +3,960,191 +185%
Charles Schwab
31
Charles Schwab
California
$301M +$14.7M +270,982 +5%
UBS AM
32
UBS AM
Illinois
$267M +$23.6M +434,072 +10%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$265M -$8.18M -150,396 -3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$261M +$8.97M +164,801 +4%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$250M -$260K -4,776 -0.1%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$241M +$52M +956,200 +28%
CS
37
Credit Suisse
Switzerland
$225M -$128M -2,350,861 -37%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$225M -$29.1M -534,651 -12%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$218M -$1.63M -30,000 -0.8%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$209M +$45.1M +827,937 +28%
TA
41
Teachers Advisors
New York
$206M +$20.7M +379,611 +11%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$203M +$152M +2,789,728 +327%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$202M +$191M +3,516,536 +2,990%
American Century Companies
44
American Century Companies
Missouri
$201M +$1.15M +21,135 +0.6%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$191M +$2.52M +46,301 +1%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$186M +$181M +3,323,649 +42,072%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$180M -$75.8M -1,392,705 -30%
PPA
48
Parametric Portfolio Associates
Washington
$174M +$11.2M +205,113 +7%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$173M -$12.6M -230,891 -7%
EVM
50
Eaton Vance Management
Massachusetts
$172M -$5.24M -96,309 -3%

BMY Hedge Fund Activity: Q2 2017 in Review

1,595 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2017, worth a combined $64B — up 0.76% from $63.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BMY positions and 88 closed out — a net gain of 17 holders — while 575 added to existing stakes and 658 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $382M. The largest seller was T. Rowe Price Associates, cutting an estimated $548M.

  • 1,595 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2017, down from 1,598 in Q1 2017.
  • Funds reported $64B of Bristol-Myers Squibb stock for Q2 2017, up 0.76% quarter-over-quarter.
  • 105 funds opened new Bristol-Myers Squibb positions in Q2 2017 and 88 closed out, a net change of +17 holders.
  • The largest Bristol-Myers Squibb buyer in Q2 2017 was Renaissance Technologies, an estimated $382M added.
  • The largest Bristol-Myers Squibb seller in Q2 2017 was T. Rowe Price Associates, an estimated $548M sold.

Based on aggregated 13F filings for Q2 2017.