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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
SPC
626
Sigma Planning Corp
Michigan
$5.04M -$179K -2,917 -3%
SFS
627
Sowell Financial Services
Arkansas
$5.01M -$183K -2,972 -4%
EH
628
Equitable Holdings
New York
$5.01M +$24.7K +402 +0.5%
FIM
629
Freedom Investment Management
Connecticut
$5.01M +$219K +3,567 +5%
ANI
630
American National Insurance
Texas
$4.99M
TNB
631
Thomasville National Bank
Georgia
$4.97M +$88.9K +1,446 +2%
PSUF
632
People's United Financial
Connecticut
$4.96M -$134K -2,173 -3%
BOTW
633
Bank of the West
California
$4.94M +$488K +7,930 +11%
DIA
634
Dean Investment Associates
Ohio
$4.93M -$213K -3,456 -4%
CI
635
Cigna Investments
Connecticut
$4.91M +$370K +6,013 +8%
TU
636
TDAM USA
Ontario, Canada
$4.91M +$691K +11,240 +17%
QP
637
Quilter Plc
United Kingdom
$4.9M +$154K +2,502 +3%
ACM
638
Argyle Capital Management
Pennsylvania
$4.9M -$7.99K -130 -0.2%
SCA
639
Sage Capital Advisors
South Dakota
$4.89M +$7.07K +115 +0.1%
QOP
640
Quinn Opportunity Partners
Virginia
$4.88M +$4.84M +78,649 New
KCM
641
Kanawha Capital Management
Virginia
$4.84M +$317K +5,162 +7%
HEIP
642
Hudson Edge Investment Partners
New Jersey
$4.81M +$347K +5,642 +8%
CAN
643
Cetera Advisor Networks
California
$4.79M -$634K -10,315 -12%
AAIM
644
American Assets Investment Management
California
$4.78M +$307K +5,000 +7%
PC
645
PointState Capital
New York
$4.77M +$4.72M +76,828 New
AIP
646
Ameritas Investment Partners
Nebraska
$4.76M -$144K -2,334 -3%
Edgewood Management
647
Edgewood Management
Connecticut
$4.75M +$135K +2,200 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
648
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.72M -$73.8K -1,200 -2%
ACM
649
AlphaCrest Capital Management
New York
$4.71M +$1.54M +24,977 +49%
EGM
650
Engineers Gate Manager
New York
$4.7M +$3.72M +60,447 +393%

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.