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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
NEAM
701
New England Asset Management
Connecticut
$4.01M +$98.4K +1,600 +3%
ISB
702
Iowa State Bank
Iowa
$4.01M +$88.6K +1,441 +2%
AIS
703
AM Investment Strategies
Tennessee
$4.01M +$263K +4,278 +7%
Barrow, Hanley, Mewhinney & Strauss
704
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.01M +$577K +9,389 +17%
AHC
705
Anderson Hoagland & Co
Missouri
$3.97M +$1.62M +26,326 +70%
CCM
706
Compton Capital Management
Rhode Island
$3.95M -$24.6K -400 -0.6%
FF
707
Fluent Financial
Texas
$3.95M -$1.69M -27,527 -30%
MAFM
708
Mid Atlantic Financial Management
Pennsylvania
$3.95M +$670K +10,896 +21%
KA
709
Kintegral Advisory
New York
$3.94M
PA
710
Profund Advisors
Maryland
$3.94M +$6.89K +112 +0.2%
LNWWM
711
Laird Norton Wetherby Wealth Management
California
$3.94M +$16.7K +272 +0.4%
H
712
HoyleCohen
California
$3.92M -$46.3K -753 -1%
UIC
713
Uniplan Investment Counsel
Wisconsin
$3.9M -$335K -5,440 -8%
KRSITF
714
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.87M +$207K +3,374 +6%
AIP
715
ARS Investment Partners
New York
$3.87M +$16.4K +266 +0.4%
BFS
716
Bard Financial Services
Connecticut
$3.86M +$3.83M +62,275 New
FHC
717
First Horizon Corporation
Tennessee
$3.86M +$3.63K +59 +0.1%
CIC
718
Carnegie Investment Counsel
Ohio
$3.85M -$65.6K -1,067 -2%
SBL
719
Sargent Bickham Lagudis
Colorado
$3.84M +$78.7K +1,280 +2%
KPWS
720
Kestra Private Wealth Services
Texas
$3.84M -$20.7K -337 -0.5%
VIA
721
Vident Investment Advisory
Georgia
$3.83M +$440K +7,159 +13%
S
722
Surevest
California
$3.82M +$245K +3,979 +7%
BS
723
Boenning & Scattergood
Pennsylvania
$3.81M +$206K +3,350 +6%
RFM
724
Royal Fund Management
Florida
$3.8M -$523K -8,509 -12%
EIA
725
Eastover Investment Advisors
North Carolina
$3.78M +$4.49K +73 +0.1%

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.