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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
GT
526
Glenview Trust
Kentucky
$7.19M -$96.7K -1,573 -1%
BBHC
527
Brown Brothers Harriman & Co
New York
$7.18M +$183K +2,977 +3%
PP
528
Paloma Partners
Connecticut
$7.18M +$2.07M +33,732 +41%
LIA
529
LS Investment Advisors
Michigan
$7.11M -$260K -4,221 -4%
PHK
530
Point72 Hong Kong
Hong Kong
$7.08M +$6.23M +101,340 +792%
CCM
531
Campbell Capital Management
Florida
$7.02M +$7.5K +122 +0.1%
WA
532
WealthTrust Axiom
Pennsylvania
$6.97M -$19.2K -313 -0.3%
FWCM
533
Ferguson Wellman Capital Management
Oregon
$6.96M -$354K -5,749 -5%
PCM
534
Parsons Capital Management
Rhode Island
$6.96M +$234K +3,813 +4%
DY
535
Dowling & Yahnke
California
$6.93M +$108K +1,750 +2%
CCG
536
Cypress Capital Group
Florida
$6.93M -$326K -5,307 -5%
TIM
537
Thompson Investment Management
Wisconsin
$6.87M +$252K +4,097 +4%
Citadel Advisors
538
Citadel Advisors
Florida
$6.83M -$430M -6,995,645 -98%
RIL
539
Rothschild Investment LLC
Illinois
$6.8M +$274K +4,457 +4%
BRWM
540
B. Riley Wealth Management
Tennessee
$6.77M -$52.4K -852 -0.8%
TCM
541
Twin Capital Management
Pennsylvania
$6.77M -$287K -4,672 -4%
NCM
542
Novare Capital Management
North Carolina
$6.75M -$71.9K -1,170 -1%
KIA
543
KCM Investment Advisors
California
$6.74M -$261K -4,243 -4%
JC
544
Jacobs & Co
California
$6.73M +$308K +5,005 +5%
MBTD
545
Mechanics Bank - Trust Department
California
$6.71M +$3.07K +50 +0%
WTC
546
WhitTier Trust Company
Nevada
$6.67M -$109K -1,773 -2%
MIM
547
Martin Investment Management
Florida
$6.65M -$79K -1,284 -1%
UR
548
USCA RIA
Texas
$6.64M -$376K -6,114 -5%
CB
549
Cadence Bank
Mississippi
$6.63M +$657K +10,684 +11%
TSW
550
Thompson Siegel & Walmsley
Virginia
$6.62M -$76.1K -1,238 -1%

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.