We are live on ! Find out more
BMY icon

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
PDN
601
Pensionfund DSM Netherlands
Netherlands
$5.26M +$974K +17,000 +26%
AIP
602
Ameritas Investment Partners
Nebraska
$5.26M +$827K +14,447 +21%
BBA
603
BLB&B Advisors
Pennsylvania
$5.24M -$191K -3,343 -4%
HTC
604
Haverford Trust Company
Pennsylvania
$5.21M +$325K +5,678 +8%
ANI
605
American National Insurance
Texas
$5.16M +$4.61M +80,420 New
ACM
606
Argyle Capital Management
Pennsylvania
$5.16M -$47K -820 -1%
ATC
607
Argent Trust Co
Tennessee
$5.16M +$861K +15,037 +23%
SEIA
608
Signature Estate & Investment Advisors
California
$5.15M +$4.59M +80,154 New
PPCM
609
Pillar Pacific Capital Management
California
$5.14M +$4.58M +80,011 New
RIM
610
Regent Investment Management
Kentucky
$5.11M +$3.55M +62,034 +353%
TU
611
TDAM USA
Ontario, Canada
$5.1M +$562K +9,813 +14%
AAIM
612
American Assets Investment Management
California
$5.07M +$1.66M +29,000 +58%
HW
613
Hamilton Wealth
California
$5.07M +$76.7K +1,339 +2%
AIA
614
Affinity Investment Advisors
California
$5.04M -$823K -14,376 -15%
UIC
615
Uniplan Investment Counsel
Wisconsin
$5.03M +$4.49M +78,342 New
HIC
616
Hartline Investment Corp
Illinois
$5.02M +$4.48M +78,241 New
PAI
617
Pittenger & Anderson Inc
Nebraska
$5.02M +$1.29M +22,525 +40%
PA
618
Profund Advisors
Maryland
$5.01M +$1.34M +23,476 +43%
MPM
619
Meritage Portfolio Management
Kansas
$4.99M -$1.61M -28,144 -27%
CNBT
620
Canandaigua National Bank & Trust
New York
$4.98M +$817K +14,264 +23%
VSWA
621
Vontobel Swiss Wealth Advisors
Switzerland
$4.98M +$581K +10,140 +15%
BAM
622
Bruderman Asset Management
New York
$4.92M -$350K -6,120 -7%
NA
623
NewEdge Advisors
Louisiana
$4.91M +$2.41M +42,151 +123%
WB
624
Webster Bank
Connecticut
$4.87M +$56.2K +982 +1%
CA
625
Cetera Advisors
Colorado
$4.86M +$242K +4,217 +6%

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.