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Bristol-Myers Squibb
BMY

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: 2,214 → 2,359 (+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: 93 → 78 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$618M
2
JP Morgan Chase
JP Morgan Chase
New York
+$368M
3
Franklin Resources
Franklin Resources
California
+$311M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$239M
5
Morgan Stanley
Morgan Stanley
New York
+$237M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$744M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$507M
3
Citadel Advisors
Citadel Advisors
Florida
-$430M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$242M
5
FCM
Farallon Capital Management
California
-$215M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
926
Asio Capital
Kentucky
$2.39M +$471K +7,667 +25%
IAA
927
Independent Advisor Alliance
North Carolina
$2.38M +$83.1K +1,352 +4%
OC
928
Oarsman Capital
Wisconsin
$2.38M +$12K +195 +0.5%
LCM
929
Logan Capital Management
Pennsylvania
$2.37M -$20.7K -336 -0.9%
MLIC
930
Mandatum Life Insurance Company
Finland
$2.35M – – –
OAM
931
Optimal Asset Management
California
$2.35M – – –
WT
932
Washington Trust
Rhode Island
$2.33M +$16.8K +274 +0.7%
NIA
933
Northstar Investment Advisors
Colorado
$2.33M -$4.61K -75 -0.2%
TIAM
934
TT International Asset Management
United Kingdom
$2.33M +$2.31M +37,500 New
MI
935
Markston International
New York
$2.33M -$131K -2,123 -5%
OSNBOA
936
Old Second National Bank of Aurora
Illinois
$2.32M -$32.7K -531 -1%
Lido Advisors
937
Lido Advisors
California
$2.31M +$390K +6,337 +21%
PP
938
Pacifica Partners
Canada
$2.31M +$2.32M +37,805 New
FP
939
Factorial Partners
New York
$2.31M +$341K +5,550 +18%
WAM
940
Wakefield Asset Management
Colorado
$2.31M -$146K -2,382 -6%
WCA
941
Westover Capital Advisors
Delaware
$2.3M -$24.4K -396 -1%
SACTSONJ
942
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.29M – – –
ET
943
Equitable Trust
Tennessee
$2.29M +$64.4K +1,048 +3%
IMC Chicago
944
IMC Chicago
Illinois
$2.29M +$2.27M +36,970 New
HSA
945
HBK Sorce Advisory
Pennsylvania
$2.28M -$4K -65 -0.2%
MSRPS
946
Maryland State Retirement & Pension System
Maryland
$2.28M +$2.26M +36,711 New
CCC
947
Crescent Capital Consulting
Louisiana
$2.28M +$2.25M +36,648 New
KA
948
Kercheville Advisors
Texas
$2.27M +$2.27M +36,916 New
LFAS
949
Level Four Advisory Services
Texas
$2.27M +$77.2K +1,255 +4%
OLA
950
Oliver Luxxe Assets
New Jersey
$2.26M -$940K -15,295 -31%
36 37
38
39 40

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.