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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
CIC
651
Carnegie Investment Counsel
Ohio
$4.4M +$96.2K +1,680 +3%
AHB
652
Abner Herrman & Brock
New Jersey
$4.37M +$3.9M +68,101 New
TAM
653
Tealwood Asset Management
Minnesota
$4.37M +$37.8K +660 +1%
CT
654
Caldwell Trust
Florida
$4.36M +$3.89M +67,856 New
RWA
655
Ropes Wealth Advisors
Massachusetts
$4.35M +$73.8K +1,289 +2%
BIA
656
Biondo Investment Advisors
Pennsylvania
$4.29M +$213K +3,725 +6%
NEAM
657
New England Asset Management
Connecticut
$4.28M -$60.1K -1,050 -2%
MSE
658
MUFG Securities EMEA
United Kingdom
$4.24M -$167M -2,919,615 -98%
NB
659
Northwest Bancshares
Pennsylvania
$4.23M +$2.65M +46,190 +234%
CCM
660
Compton Capital Management
Rhode Island
$4.22M +$1.71M +29,890 +83%
SRAM
661
Stone Ridge Asset Management
New York
$4.21M +$1.16M +20,200 +45%
SCM
662
Silvant Capital Management
Georgia
$4.21M -$2.86K -50 -0.1%
ASN
663
Advisory Services Network
Georgia
$4.16M +$1.8M +31,449 +94%
O
664
Ossiam
France
$4.16M +$959K +16,748 +35%
WS
665
Wedbush Securities
California
$4.15M -$124K -2,167 -3%
PWLP
666
Prio Wealth Limited Partnership
Massachusetts
$4.15M -$281K -4,901 -7%
CI
667
Cigna Investments
Connecticut
$4.11M +$990K +17,288 +36%
IWA
668
IBEX Wealth Advisors
New Jersey
$4.1M +$3.66M +63,928 New
PI
669
Pettee Investors
Connecticut
$4.1M +$478K +8,341 +15%
CA
670
Clearstead Advisors
Ohio
$4.1M +$990K +17,291 +37%
MCM
671
McMillion Capital Management
North Carolina
$4.08M +$3.44K +60 +0.1%
SNT
672
Security National Trust
West Virginia
$4.07M +$126K +2,199 +4%
SCA
673
Sage Capital Advisors
South Dakota
$4.06M +$27K +471 +0.7%
DSC
674
Duncker Streett & Co
Missouri
$4.05M +$327K +5,707 +10%
PG
675
Pendal Group
Australia
$4.05M +$3.42M +59,692 +1,763%

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.