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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
JWBC
601
J.W. Burns & Co
New York
$5.43M -$161K -2,621 -3%
CNC
602
Canandaigua National Corp
New York
$5.38M +$56.7K +922 +1%
AP
603
Advisor Partners
California
$5.37M +$135K +2,189 +3%
WIS
604
Wright Investors Service
Connecticut
$5.36M +$202K +3,287 +4%
CCM
605
Cullen Capital Management
New York
$5.36M +$4.42M +71,915 +499%
HTC
606
Haverford Trust Company
Pennsylvania
$5.33M +$325K +5,287 +7%
SB
607
Simmons Bank
Arkansas
$5.33M -$267K -4,343 -5%
NSIM
608
North Star Investment Management
Illinois
$5.28M -$336K -5,465 -6%
GJIC
609
Gamble Jones Investment Counsel
California
$5.25M -$564K -9,177 -10%
NB
610
Northwest Bancshares
Pennsylvania
$5.25M +$435K +7,072 +9%
IA
611
IFP Advisors
Florida
$5.24M +$788K +12,815 +18%
GCM
612
Gibraltar Capital Management
Oklahoma
$5.23M +$53.6K +872 +1%
SBH
613
Segall Bryant & Hamill
Illinois
$5.23M -$211K -3,432 -4%
IRF
614
IBM Retirement Fund
New York
$5.22M +$386K +6,278 +8%
HCM
615
Hillman Capital Management
Maryland
$5.21M +$19.4K +316 +0.4%
LDB
616
Lee, Danner & Bass
Tennessee
$5.2M -$83.6K -1,359 -2%
BFS
617
Bradley Foster & Sargent
Connecticut
$5.2M +$32.2K +524 +0.6%
VCM
618
Versant Capital Management
Arizona
$5.15M -$184 -3 -0%
BFEC
619
Benjamin F. Edwards & Company
Missouri
$5.15M +$1.19M +19,326 +30%
ASN
620
Advisory Services Network
Georgia
$5.14M -$343K -5,574 -6%
TCOV
621
Trust Company of Vermont
Vermont
$5.13M +$45.4K +739 +0.9%
WAS
622
Wesleyan Assurance Society
United Kingdom
$5.11M
SWM
623
Stockman Wealth Management
Montana
$5.08M -$827K -13,453 -14%
TAIM
624
Te Ahumairangi Investment Management
New Zealand
$5.08M +$1.4M +22,700 +38%
FA
625
Financial Advantage
Maryland
$5.04M -$331K -5,375 -6%

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.