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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
RMC
576
Resources Management Corp
Connecticut
$5.95M -$198K -3,219 -3%
HI
577
HBK Investments
Texas
$5.95M +$1.74M +28,372 +42%
GAAM
578
Guinness Atkinson Asset Management
California
$5.92M +$769K +12,500 +15%
LG
579
LaFleur & Godfrey
Michigan
$5.92M +$4.73M +76,875 +415%
AI
580
Atria Investments
North Carolina
$5.9M -$1.01M -16,488 -15%
CK
581
Cohen Klingenstein
New York
$5.9M
BRWA
582
B. Riley Wealth Advisors
Florida
$5.89M -$1.53M -24,930 -21%
AAMA
583
Advanced Asset Management Advisors
Ohio
$5.88M
BL
584
BFSG LLC
California
$5.88M +$5.31M +86,275 +1,016%
HCMT
585
Highland Capital Management (Tennessee)
Tennessee
$5.8M -$2.22M -36,099 -28%
TS
586
Tamar Securities
California
$5.78M +$498K +8,106 +10%
SC
587
Searle & Co
Connecticut
$5.78M +$98.4K +1,600 +2%
IWA
588
IBEX Wealth Advisors
New Jersey
$5.72M +$38.7K +630 +0.7%
VSWA
589
Vontobel Swiss Wealth Advisors
Switzerland
$5.72M -$24.2K -394 -0.4%
EWM
590
Evercore Wealth Management
New York
$5.69M -$294K -4,788 -5%
TNBTD
591
Trustmark National Bank Trust Department
Mississippi
$5.66M +$803K +13,057 +17%
PP
592
Patten & Patten
Tennessee
$5.65M +$320K +5,202 +6%
CWM
593
CMH Wealth Management
New Hampshire
$5.59M +$1.14M +18,612 +26%
PI
594
Parkside Investments
Illinois
$5.58M +$637K +10,358 +13%
M
595
MOTCO
Texas
$5.57M -$335K -5,454 -6%
CA
596
Cetera Advisors
Colorado
$5.51M +$590K +9,594 +12%
BIA
597
Biondo Investment Advisors
Pennsylvania
$5.5M +$97.9K +1,592 +2%
ORI
598
Oak Ridge Investments
Illinois
$5.48M -$2.1M -34,088 -28%
BCM
599
BTC Capital Management
Iowa
$5.47M +$933K +15,169 +21%
RPC
600
Rossmore Private Capital
Connecticut
$5.45M +$421K +6,848 +8%

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.