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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
HVIA
1026
Hudson Valley Investment Advisors
New York
$1.8M +$362K +6,320 +29%
CCT
1027
Capital City Trust
Florida
$1.8M +$112K +1,951 +7%
P
1028
Pitcairn
Pennsylvania
$1.79M +$263K +4,586 +20%
PA
1029
Parallel Advisors
California
$1.79M +$361K +6,298 +29%
MIAN
1030
Mariner Independent Advisor Network
Kansas
$1.79M +$132K +2,308 +9%
MCM
1031
Manchester Capital Management
Vermont
$1.79M +$596K +10,404 +59%
SMH
1032
Sanders Morris Harris
Texas
$1.79M +$180K +3,140 +11%
RIM
1033
Rampart Investment Management
Connecticut
$1.78M +$532K +9,289 +50%
CPO
1034
Cerity Partners OCIO
New York
$1.78M +$979K +17,089 +175%
MCM
1035
Monarch Capital Management
Indiana
$1.78M +$107K +1,875 +7%
QCG
1036
Quadrant Capital Group
Ohio
$1.78M +$676K +11,805 +72%
CAM
1037
Cypress Asset Management
Texas
$1.77M +$200K +3,495 +15%
PFBT
1038
Parkside Financial Bank & Trust
Missouri
$1.76M +$567K +9,902 +56%
CC
1039
Claybrook Capital
Massachusetts
$1.76M
NAM
1040
NorthCoast Asset Management
Connecticut
$1.75M -$23.9K -418 -2%
MFG
1041
MidWestOne Financial Group
Iowa
$1.75M +$207K +3,608 +15%
JSMC
1042
Jess S. Morgan & Co
California
$1.75M +$1.56M +27,236 New
JIM
1043
Jensen Investment Management
Oregon
$1.74M +$67.3K +1,175 +5%
SIA
1044
Sit Investment Associates
Minnesota
$1.74M +$1.05M +18,335 +211%
PFO
1045
Pathstone Family Office
New Jersey
$1.73M +$38.4K +670 +33%
HW
1046
Hedeker Wealth
Illinois
$1.73M -$24.8K -433 -2%
SBWM
1047
Sunflower Bank Wealth Management
Arizona
$1.73M +$360K +6,280 +30%
CT
1048
Coastline Trust
Rhode Island
$1.72M -$120K -2,090 -7%
IB
1049
Intrust Bank
Kansas
$1.72M +$461K +8,041 +43%
FAB
1050
First American Bank
Illinois
$1.71M +$1.53M +26,700 New

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.