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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
TEE
576
Tibra Equities Europe
United Kingdom
$5.77M +$5.15M +89,900 New
CAN
577
Cetera Advisor Networks
California
$5.75M +$198K +3,455 +4%
BFS
578
Bradley Foster & Sargent
Connecticut
$5.72M +$1.62M +28,336 +47%
CB
579
Cadence Bank
Mississippi
$5.71M +$12.3K +215 +0.2%
First Manhattan
580
First Manhattan
New York
$5.69M +$5.08M +88,649 New
AWM
581
AE Wealth Management
Kansas
$5.66M +$1.62M +28,339 +47%
FIM
582
Freedom Investment Management
Connecticut
$5.63M +$1.28M +22,275 +34%
SFA
583
Sequoia Financial Advisors
Ohio
$5.6M +$3.06M +53,511 +158%
IP
584
Isthmus Partners
Wisconsin
$5.6M +$4.99M +87,193 New
SB
585
Simmons Bank
Arkansas
$5.59M +$858K +14,977 +21%
HCM
586
Hillman Capital Management
Maryland
$5.56M +$4.96M +86,641 New
WIS
587
Wright Investors Service
Connecticut
$5.52M +$3.24M +56,658 +194%
DIA
588
Dean Investment Associates
Ohio
$5.49M -$1.64M -28,680 -25%
BCM
589
BTC Capital Management
Iowa
$5.48M +$45.6K +797 +0.9%
NLGIA
590
Nippon Life Global Investors Americas
New York
$5.46M -$292K -5,100 -6%
EAM
591
EULAV Asset Management
Florida
$5.46M -$172K -3,000 -3%
Assenagon Asset Management
592
Assenagon Asset Management
Luxembourg
$5.45M +$1.69M +29,503 +53%
BCM
593
Brookstone Capital Management
Illinois
$5.44M +$50.7K +886 +1%
AMI
594
Amica Mutual Insurance
Rhode Island
$5.41M +$2.03M +35,364 +72%
QP
595
Quilter Plc
United Kingdom
$5.35M +$4.78M +83,392 New
VCM
596
Versant Capital Management
Arizona
$5.34M +$9.91K +173 +0.2%
Barrow, Hanley, Mewhinney & Strauss
597
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.31M -$37.7M -658,421 -89%
CSS
598
Cubist Systematic Strategies
Connecticut
$5.31M -$1.84M -32,157 -28%
CRC
599
Curi RMB Capital
Illinois
$5.27M +$273K +4,772 +6%
CSM
600
CAMG Solamere Management
North Carolina
$5.27M +$205K +3,576 +5%

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.