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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
BOC
851
Barbara Oil Co
Illinois
$2.7M
MCA
852
Morris Capital Advisors
Pennsylvania
$2.69M +$2.4M +41,967 New
SC
853
Skylands Capital
Wisconsin
$2.69M +$2.42M +42,240 New
PP
854
Prudential plc
United Kingdom
$2.69M -$224M -3,914,386 -99%
HI
855
Hoey Investments
Pennsylvania
$2.69M +$2.4M +41,913 New
ACP
856
Ashfield Capital Partners
California
$2.68M +$913K +15,950 +62%
VI
857
Vestcor Inc
New Brunswick, Canada
$2.67M +$2.38M +41,554 New
TTWM
858
TCV Trust & Wealth Management
Virginia
$2.65M +$28.9K +504 +1%
Federated Hermes
859
Federated Hermes
Pennsylvania
$2.65M -$18.2M -317,725 -89%
HAM
860
Hammer Asset Management
California
$2.64M +$401 +7 +0%
BP
861
Ballentine Partners
Massachusetts
$2.64M +$452K +7,897 +24%
MI
862
Markston International
New York
$2.64M +$2.35M +41,073 New
HBT
863
Hills Bank & Trust
Iowa
$2.64M +$905K +15,798 +62%
GIA
864
Gladstone Institutional Advisory
Florida
$2.63M +$277K +4,829 +13%
WCA
865
Westover Capital Advisors
Delaware
$2.63M +$1.61M +28,066 +216%
BHWM
866
Bar Harbor Wealth Management
New Hampshire
$2.63M +$195K +3,407 +9%
DC
867
Diametric Capital
Massachusetts
$2.63M -$811K -14,164 -26%
IA
868
Icon Advisers
Colorado
$2.63M
EFS
869
Essex Financial Services
Connecticut
$2.62M +$866K +15,127 +59%
FLPIM
870
F.L. Putnam Investment Management
Massachusetts
$2.62M +$666K +11,628 +40%
TSWM
871
Triangle Securities Wealth Management
North Carolina
$2.62M +$170K +2,969 +8%
JWCA
872
J.W. Cole Advisors
Florida
$2.61M +$2.33M +40,725 New
WCM
873
Washington Capital Management
Washington
$2.59M -$93.6K -1,635 -4%
HDIM
874
Hanson & Doremus Investment Management
Vermont
$2.59M +$189K +3,297 +9%
FC
875
Fore Capital
New York
$2.57M

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.