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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
WB
651
Webster Bank
Connecticut
$4.66M -$39.5K -643 -0.8%
ZIC
652
ZWJ Investment Counsel
Georgia
$4.61M +$70.5K +1,147 +2%
BFG
653
Beacon Financial Group
Texas
$4.57M +$16.1K +262 +0.4%
SIC
654
Sigma Investment Counselors
Michigan
$4.55M +$2.15M +34,993 +91%
OCM
655
Oakwood Capital Management
California
$4.54M -$61K -992 -1%
DLCIG
656
D.L. Carlson Investment Group
New Hampshire
$4.53M -$159K -2,587 -3%
PDN
657
Pensionfund DSM Netherlands
Netherlands
$4.52M
ACP
658
Aviance Capital Partners
Florida
$4.5M +$138K +2,252 +3%
PSP
659
Principal Street Partners
Tennessee
$4.49M -$403K -6,560 -8%
RWA
660
Ropes Wealth Advisors
Massachusetts
$4.48M +$516K +8,385 +13%
RC
661
RegentAtlantic Capital
New Jersey
$4.45M +$8.98K +146 +0.2%
ECM
662
Exchange Capital Management
Michigan
$4.42M +$765K +12,444 +21%
LD
663
Lipe & Dalton
New York
$4.42M -$19.9K -324 -0.5%
IAN
664
Integrated Advisors Network
Texas
$4.39M +$10.5K +171 +0.2%
GCM
665
Gabalex Capital Management
New York
$4.38M -$7.96M -129,459 -65%
PI
666
Pettee Investors
Connecticut
$4.36M +$155K +2,520 +4%
KOCAA
667
Knights of Columbus Asset Advisors
Connecticut
$4.36M +$149K +2,428 +4%
BCM
668
Bluefin Capital Management
New York
$4.34M +$4.31M +70,048 New
HAI
669
Hennessy Advisors Inc
California
$4.34M -$252K -4,100 -6%
SAM
670
Sompo Asset Management
Japan
$4.33M +$33.8K +550 +0.8%
VCA
671
Verdence Capital Advisors
Maryland
$4.33M +$44K +715 +1%
TFA
672
Toth Financial Advisory
Virginia
$4.31M +$639K +10,395 +18%
ECM
673
ExodusPoint Capital Management
New York
$4.31M +$4.27M +69,521 New
BCV
674
Banque Cantonale Vaudoise
Switzerland
$4.3M -$718K -11,669 -14%
FAB
675
First American Bank
Illinois
$4.29M +$434K +7,064 +11%

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.