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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
FMLI
526
Fukoku Mutual Life Insurance
Japan
$6.86M +$286K +5,000 +5%
NSIM
527
North Star Investment Management
Illinois
$6.85M +$137K +2,400 +2%
LIA
528
LS Investment Advisors
Michigan
$6.84M +$1.69M +29,556 +38%
RAM
529
Riggs Asset Management
Pennsylvania
$6.83M +$5.89M +102,932 +3,027%
HPC
530
HM Payson & Co
Maine
$6.81M +$423K +7,378 +7%
BBVA
531
Banco Bilbao Vizcaya Argentaria
Spain
$6.79M +$6.06M +105,821 New
SBH
532
Segall Bryant & Hamill
Illinois
$6.76M +$601K +10,487 +11%
MC
533
Moors & Cabot
Massachusetts
$6.75M -$770K -13,447 -11%
SCM
534
Stevens Capital Management
Pennsylvania
$6.75M +$1.23M +21,410 +26%
OSIA
535
O'Shares Investment Advisers
Massachusetts
$6.73M +$393K +6,870 +7%
BC
536
Burney Company
Virginia
$6.71M +$5.52M +96,446 +1,186%
DCM
537
Decatur Capital Management
Georgia
$6.7M -$76.6K -1,338 -1%
Mackenzie Financial
538
Mackenzie Financial
Ontario, Canada
$6.66M -$8.99M -156,928 -60%
OWD
539
Osborn Williams & Donohoe
Ohio
$6.65M +$2.17M +37,904 +58%
ONB
540
Old National Bancorp
Indiana
$6.59M +$226K +3,941 +4%
NCM
541
Novare Capital Management
North Carolina
$6.54M +$286K +4,995 +5%
TCM
542
Telos Capital Management
California
$6.54M +$5.16M +90,028 +763%
EWM
543
Evercore Wealth Management
New York
$6.53M +$594K +10,364 +11%
MNBTD
544
Moody National Bank Trust Division
Texas
$6.48M +$5.07M +88,537 +715%
VIA
545
Vident Investment Advisory
Georgia
$6.47M +$3.02M +52,811 +110%
RMC
546
Resources Management Corp
Connecticut
$6.47M +$2.06M +35,885 +55%
CCT
547
Chemung Canal Trust
New York
$6.46M +$827K +14,444 +17%
AAM
548
Advisors Asset Management
Colorado
$6.45M +$465K +8,118 +9%
DCM
549
Dupont Capital Management
Delaware
$6.44M +$1.7M +29,647 +42%
LGP
550
Leonard Green & Partners
California
$6.42M +$5.73M +100,000 New

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.