Bristol-Myers Squibb
BMY
1,747 hedge funds and large institutions have $75B invested in Bristol-Myers Squibb in 2018 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 596 increasing their positions, 777 reducing their positions, and 96 closing their positions.
96% more call options, than puts
Call options by funds: $2.17B | Put options by funds: $1.11B
33% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 96
31% more funds holding in top 10
Funds holding in top 10: 45 → 59 (+14)
1.14% more ownership
Funds ownership: 71.49% → 72.62% (+1.1%)
5% more capital invested
Capital invested by funds: $71.7B → $75B (+$3.36B)
1% more funds holding
Funds holding: 1,736 → 1,747 (+11)
23% less repeat investments, than reductions
Existing positions increased: 596 | Existing positions reduced: 777
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$635M |
| 2 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$201M |
| 3 |
D.E. Shaw & Co
New York
|
+$200M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$197M |
| 5 |
Goldman Sachs
New York
|
+$194M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$413M |
| 2 |
State Street
Boston,
Massachusetts
|
-$201M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$129M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$127M |
| 5 |
JP Morgan Chase
New York
|
-$126M |
BMY Hedge Fund Activity: Q1 2018 in Review
1,747 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2018, worth a combined $75B — up 4.7% from $71.7B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new BMY positions and 96 closed out — a net gain of 32 holders — while 596 added to existing stakes and 777 trimmed.
The largest buyer was Primecap Management, adding an estimated $635M. The largest seller was Fidelity Investments, cutting an estimated $413M.
- 1,747 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2018, up from 1,736 in Q4 2017.
- Funds reported $75B of Bristol-Myers Squibb stock for Q1 2018, up 4.7% quarter-over-quarter.
- 128 funds opened new Bristol-Myers Squibb positions in Q1 2018 and 96 closed out, a net change of +32 holders.
- The largest Bristol-Myers Squibb buyer in Q1 2018 was Primecap Management, an estimated $635M added.
- The largest Bristol-Myers Squibb seller in Q1 2018 was Fidelity Investments, an estimated $413M sold.
Based on aggregated 13F filings for Q1 2018.