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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
OAG
51
Orbis Allan Gray
Bermuda
$352M +$314M +5,481,869 New
RL
52
Ruffer LLP
United Kingdom
$337M +$294M +5,135,274 +4,348%
Barclays
53
Barclays
United Kingdom
$324M +$86M +1,501,786 +42%
AAMU
54
Amundi Asset Management US
Massachusetts
$311M +$117M +2,038,921 +73%
Aberdeen Group
55
Aberdeen Group
United Kingdom
$307M +$14M +244,825 +5%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$301M +$148M +2,581,113 +123%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$294M +$31M +542,154 +13%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$294M +$78.1M +1,364,167 +43%
HT
59
HAP Trading
New York
$288M +$257M +4,484,109 New
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$284M +$91.6M +1,599,139 +57%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$274M +$39.2M +683,684 +19%
BG
62
Baupost Group
Massachusetts
$257M -$344M -6,000,000 -60%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$254M +$68M +1,186,702 +43%
American Century Companies
64
American Century Companies
Missouri
$248M +$126M +2,198,969 +132%
Skandinaviska Enskilda Banken (SEB)
65
Skandinaviska Enskilda Banken (SEB)
Sweden
$240M +$26.5M +463,099 +14%
Principal Financial Group
66
Principal Financial Group
Iowa
$239M +$49M +855,286 +30%
Truist Financial
67
Truist Financial
North Carolina
$235M +$189M +3,295,216 +913%
AQR Capital Management
68
AQR Capital Management
Connecticut
$234M +$36.3M +633,429 +21%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$232M +$67.6M +1,179,610 +48%
GT
70
Glenmede Trust
Pennsylvania
$224M +$89.3M +1,560,071 +81%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$222M +$63.2M +1,103,467 +47%
Citigroup
72
Citigroup
New York
$222M -$146M -2,557,835 -43%
Victory Capital Management
73
Victory Capital Management
Texas
$215M +$111M +1,942,071 +139%
Canada Life
74
Canada Life
Manitoba, Canada
$203M +$50.1M +874,847 +38%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$198M +$51.8M +905,058 +42%

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.