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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
EOJOAM
501
E. Ohman J:or Asset Management
Sweden
$7.46M +$2.54M +44,300 +62%
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$7.43M +$165K +2,882 +3%
MC
503
Maverick Capital
Texas
$7.4M -$530K -9,259 -7%
MTIM
504
Marathon Trading Investment Management
Pennsylvania
$7.4M +$6.08M +106,247 +1,181%
DY
505
Dowling & Yahnke
California
$7.36M +$1.6M +27,920 +32%
BBHC
506
Brown Brothers Harriman & Co
New York
$7.32M +$679K +11,863 +12%
BAMF
507
BI Asset Management Fondsmaeglerselskab
Denmark
$7.28M +$2.49M +43,483 +62%
Verition Fund Management
508
Verition Fund Management
Connecticut
$7.27M +$6.48M +113,200 New
FFSOTS
509
Fiduciary Financial Services of The Southwest
Texas
$7.26M -$134K -2,347 -2%
PCM
510
Parsons Capital Management
Rhode Island
$7.25M +$3.4M +59,360 +111%
TIM
511
Thompson Investment Management
Wisconsin
$7.24M +$6.46M +112,838 New
PMG
512
ProVise Management Group
Florida
$7.22M +$3.15M +54,952 +96%
TCM
513
Tang Capital Management
California
$7.18M +$6.41M +111,844 New
LSERS
514
Louisiana State Employees Retirement System
Louisiana
$7.14M +$1.87M +32,600 +41%
FWCM
515
Ferguson Wellman Capital Management
Oregon
$7.14M +$573K +10,012 +10%
NB
516
NBT Bank
New York
$7.1M +$390K +6,802 +7%
SCM
517
Symons Capital Management
Pennsylvania
$7.07M +$859K +14,995 +16%
RFM
518
Royal Fund Management
Florida
$7.07M +$875K +15,274 +16%
CF
519
CNA Financial
Illinois
$7.06M -$3.15M -55,000 -33%
TCOV
520
Trust Company of Vermont
Vermont
$7.04M +$2.98M +51,959 +90%
RT
521
Rockland Trust
Massachusetts
$7.03M -$151K -2,643 -2%
MBTD
522
Mechanics Bank - Trust Department
California
$7M +$21.5K +375 +0.3%
Squarepoint
523
Squarepoint
New York
$6.98M +$6.23M +108,700 New
MCM
524
Mengis Capital Management
Oregon
$6.92M +$2.23M +38,972 +57%
CCG
525
Cypress Capital Group
Florida
$6.89M +$2.02M +35,304 +49%

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.