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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
Wells Fargo
26
Wells Fargo
California
$696M +$125M +2,181,324 +25%
CS
27
Credit Suisse
Switzerland
$692M +$15M +261,309 +2%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$671M +$180M +3,140,646 +43%
UBS Group
29
UBS Group
Switzerland
$652M +$203M +3,538,088 +53%
Franklin Resources
30
Franklin Resources
California
$637M -$334M -5,832,550 -37%
LSV Asset Management
31
LSV Asset Management
Illinois
$625M +$338M +5,908,344 +154%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$625M -$112M -1,949,835 -17%
UBS AM
33
UBS AM
Illinois
$605M +$150M +2,624,680 +39%
Deutsche Bank
34
Deutsche Bank
Germany
$504M +$47.8M +834,849 +12%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$502M +$87.7M +1,532,029 +24%
IFP
36
Independent Franchise Partners
United Kingdom
$495M -$9.6M -167,601 -2%
PPA
37
Parametric Portfolio Associates
Washington
$484M +$167M +2,923,646 +63%
Swiss National Bank
38
Swiss National Bank
Switzerland
$481M +$114M +1,992,824 +36%
Allianz Asset Management
39
Allianz Asset Management
Germany
$477M +$150M +2,615,527 +54%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$459M +$117M +2,047,321 +40%
EVM
41
Eaton Vance Management
Massachusetts
$428M +$63.6M +1,110,852 +20%
AIG
42
American International Group
New York
$418M -$94.3M -1,646,119 -20%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$417M -$124M -2,165,301 -25%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$413M +$17.6M +307,491 +5%
Prudential Financial
45
Prudential Financial
New Jersey
$403M +$205M +3,578,000 +133%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$399M +$3.21M +56,097 +0.9%
AllianceBernstein
47
AllianceBernstein
Tennessee
$365M +$60.3M +1,052,064 +23%
Fidelity International
48
Fidelity International
Bermuda
$365M +$147M +2,566,594 +82%
MGIM
49
M&G Investment Management
United Kingdom
$355M +$318M +5,550,114 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$353M +$86.8M +1,515,047 +38%

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.