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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
EFS
976
Essex Financial Services
Connecticut
$2.16M +$49K +797 +2%
GT
977
Greenleaf Trust
Michigan
$2.16M +$236K +3,843 +12%
DWA
978
Douglass Winthrop Advisors
New York
$2.15M -$46.3K -753 -2%
CC
979
Chicago Capital
Illinois
$2.15M -$18.6K -302 -0.9%
FA
980
FDx Advisors
Illinois
$2.14M +$121K +1,964 +6%
UBV
981
United Bank (Virginia)
Virginia
$2.14M +$287K +4,663 +16%
FNBTCON
982
First National Bank & Trust Co of Newtown
Pennsylvania
$2.14M -$83.3K -1,354 -4%
BIAS
983
Beacon Investment Advisory Services
New Jersey
$2.14M +$24.3K +395 +1%
PAS
984
Park Avenue Securities
New York
$2.13M +$98.4K +1,600 +5%
PAM
985
Peak Asset Management
Colorado
$2.13M +$120K +1,952 +6%
PG
986
Pendal Group
Australia
$2.12M -$1.57M -25,512 -43%
BUB
987
BBVA USA Bancshares
Texas
$2.12M -$90.4K -1,470 -4%
LJAC
988
L.J. Altfest & Co
New York
$2.11M +$206K +3,345 +11%
TCMG
989
TSP Capital Management Group
New Jersey
$2.11M +$2.09M +33,993 New
IA
990
IndexIQ Advisors
New York
$2.11M -$1.04M -16,874 -33%
RB
991
Rodgers Brothers
Pennsylvania
$2.11M -$6.15K -100 -0.3%
TC
992
TownSquare Capital
Utah
$2.1M +$213K +3,468 +11%
HW
993
Hancock Whitney
Mississippi
$2.1M -$47K -765 -2%
LSA
994
L & S Advisors
California
$2.09M +$492K +8,003 +31%
NAG
995
Northstar Advisory Group
New Jersey
$2.09M +$2.07M +33,654 New
RIA
996
Regal Investment Advisors
Michigan
$2.09M +$2.07M +33,627 New
OPW
997
Oxler Private Wealth
New York
$2.09M +$2.07M +33,632 New
CWM
998
Chesapeake Wealth Management
Virginia
$2.08M +$146K +2,373 +8%
CHAM
999
Clear Harbor Asset Management
Connecticut
$2.08M +$150K +2,440 +8%
BHWM
1000
Bar Harbor Wealth Management
New Hampshire
$2.08M – – –
38 39
40
41 42

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.