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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
TNB
901
TCF National Bank
South Dakota
$2.44M +$298K +5,202 +16%
RWM
902
RBA Wealth Management
California
$2.44M -$14.5K -254 -0.7%
MLIC
903
Mandatum Life Insurance Company
Finland
$2.44M +$2.17M +37,939 New
TI
904
Truehand Inc
New Hampshire
$2.42M -$80.2K -1,400 -4%
BAM
905
Boyar Asset Management
New York
$2.42M -$40.5K -707 -2%
QCM
906
Quadrant Capital Management
New Jersey
$2.42M +$263K +4,587 +14%
SCA
907
Sippican Capital Advisors
Massachusetts
$2.42M +$26.3K +460 +1%
IHL
908
Investment House LLC
California
$2.4M +$951K +16,614 +80%
CCB
909
Cutter & Co Brokerage
Missouri
$2.39M +$22.2K +387 +1%
LJAC
910
L.J. Altfest & Co
New York
$2.38M +$8.76K +153 +0.4%
SFI
911
Susquehanna Fundamental Investments
Pennsylvania
$2.38M +$149K +2,600 +8%
SACTSONJ
912
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.38M +$859K +15,000 +68%
PPP
913
Private Portfolio Partners
New Jersey
$2.36M +$225K +3,931 +12%
SFO
914
Stokes Family Office
Louisiana
$2.36M +$2.11M +36,785 New
FA
915
FDx Advisors
Illinois
$2.36M +$235K +4,108 +13%
FNBTCON
916
First National Bank & Trust Co of Newtown
Pennsylvania
$2.36M -$18.6K -325 -0.9%
HCMNY
917
Howard Capital Management (New York)
New York
$2.35M +$21.2K +370 +1%
KC
918
Knuff & Co
California
$2.34M +$1.95M +34,040 +1,410%
VLC
919
Van Leeuwen & Company
New Jersey
$2.32M +$961K +16,781 +87%
PNC
920
Park National Corp
Ohio
$2.31M +$29.2K +509 +1%
MCM
921
Mainstay Capital Management
Michigan
$2.31M +$213K +3,726 +12%
GFA
922
Gifford Fong Associates
California
$2.3M
LNC
923
Lincoln National Corp
Pennsylvania
$2.3M +$590K +10,306 +40%
RWM
924
RKL Wealth Management
Pennsylvania
$2.29M +$424K +7,397 +26%
SCM
925
Stonebridge Capital Management
California
$2.28M +$106K +1,848 +5%

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.