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Bristol-Myers Squibb

2,368 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2021 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 995 increasing their positions, 939 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 119

11% more call options, than puts

Call options by funds: $1.15B | Put options by funds: $1.04B

6% more repeat investments, than reductions

Existing positions increased: 995 | Existing positions reduced: 939

0% more funds holding

Funds holding: 2,3592,368 (+9)

0.69% less ownership

Funds ownership: 73.69%73% (-0.69%)

1% less capital invested

Capital invested by funds: $104B → $102B (-$1.54B)

10% less funds holding in top 10

Funds holding in top 10: 7870 (-8)

Holders
2,368
Holders Change
+9
Holders Change %
+0.38%
% of All Funds
41.58%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.23%
New
158
Increased
995
Reduced
939
Closed
119
Calls
$1.15B
Puts
$1.04B
Net Calls
+$112M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
51
KBC Group
Belgium
$290M +$13.6M +217,818 +5%
CS
52
Credit Suisse
Switzerland
$290M -$13.7M -219,402 -5%
O
53
OrbiMed
New York
$285M +$60.1M +966,300 +27%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$280M -$10.5M -167,962 -4%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$275M -$2.18M -35,118 -0.8%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$265M +$120M +1,929,721 +85%
RL
57
Ruffer LLP
United Kingdom
$265M +$145M +2,327,044 +124%
Citigroup
58
Citigroup
New York
$257M -$3.89M -62,506 -2%
Barclays
59
Barclays
United Kingdom
$253M +$53.3M +856,053 +27%
Fidelity International
60
Fidelity International
Bermuda
$247M -$6M -96,467 -2%
SOMRS
61
State of Michigan Retirement System
Michigan
$246M +$99.7M +1,603,100 +70%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$244M -$9.42M -151,460 -4%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$243M -$46.7M -750,638 -16%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$229M -$19M -305,655 -8%
Principal Financial Group
65
Principal Financial Group
Iowa
$218M -$13M -208,595 -6%
EVM
66
Eaton Vance Management
Massachusetts
$213M -$5.45M -87,521 -3%
Truist Financial
67
Truist Financial
North Carolina
$210M +$8.5M +136,613 +4%
RJA
68
Raymond James & Associates
Florida
$205M -$21.2M -340,067 -9%
MWNA
69
Marshall Wace North America
New York
$196M -$46.1M -741,084 -19%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$189M -$6.5M -104,490 -3%
National Pension Service
71
National Pension Service
South Korea
$185M +$5.38M +86,450 +3%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$184M -$12.8M -205,537 -7%
Millennium Management
73
Millennium Management
New York
$181M +$3.72M +59,836 +2%
Bessemer Group
74
Bessemer Group
New Jersey
$177M +$9.88M +158,822 +6%
AQR Capital Management
75
AQR Capital Management
Connecticut
$173M -$5.04M -80,939 -3%

BMY Hedge Fund Activity: Q1 2021 in Review

2,368 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2021, worth a combined $102B — down 1.5% from $104B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new BMY positions and 119 closed out — a net gain of 39 holders — while 995 added to existing stakes and 939 trimmed.

The largest buyer was Franklin Resources, adding an estimated $322M. The largest seller was Renaissance Technologies, cutting an estimated $716M.

  • 2,368 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2021, up from 2,359 in Q4 2020.
  • Funds reported $102B of Bristol-Myers Squibb stock for Q1 2021, down 1.5% quarter-over-quarter.
  • 158 funds opened new Bristol-Myers Squibb positions in Q1 2021 and 119 closed out, a net change of +39 holders.
  • The largest Bristol-Myers Squibb buyer in Q1 2021 was Franklin Resources, an estimated $322M added.
  • The largest Bristol-Myers Squibb seller in Q1 2021 was Renaissance Technologies, an estimated $716M sold.

Based on aggregated 13F filings for Q1 2021.