We are live on ! Find out more
BMY icon

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
PTP
1076
Platform Technology Partners
New York
$1.63M +$1.45M +25,351 New
PJSIMP
1077
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.61M -$51K -890 -3%
MSAM
1078
Moloney Securities Asset Management
Missouri
$1.61M +$267K +4,656 +23%
MAM
1079
Morse Asset Management
Connecticut
$1.61M +$703K +12,281 +96%
RIA
1080
Realta Investment Advisors
Delaware
$1.59M +$315K +5,493 +24%
HI
1081
Human Investing
Oregon
$1.59M +$23.9K +417 +2%
ATC
1082
Adirondack Trust Company
New York
$1.59M +$44.7K +781 +3%
OI
1083
Oakbrook Investments
Illinois
$1.59M -$1.19M -20,761 -46%
SWP
1084
Strategic Wealth Partners
Ohio
$1.59M -$85.2K -1,487 -6%
FUBT
1085
First United Bank & Trust
Maryland
$1.58M -$139K -2,430 -9%
BDF
1086
Balasa Dinverno & Foltz
$1.58M +$416K +7,265 +42%
SLG
1087
Stanley-Laman Group
Pennsylvania
$1.57M +$1.03M +18,008 +280%
PAM
1088
Pegasus Asset Management
New York
$1.57M +$29K +507 +2%
LOAME
1089
Lombard Odier Asset Management (Europe)
United Kingdom
$1.56M +$398K +6,955 +40%
HAM
1090
Highstreet Asset Management
Ontario, Canada
$1.55M +$1.39M +24,221 New
BST
1091
Bath Savings Trust
Maine
$1.55M +$422K +7,375 +44%
BSW
1092
Buckingham Strategic Wealth
Missouri
$1.55M +$279K +4,879 +25%
PAM
1093
PVG Asset Management
Colorado
$1.54M -$685K -11,968 -33%
AWM
1094
Aries Wealth Management
Maine
$1.54M +$36.9K +645 +3%
PFC
1095
Poplar Forest Capital
California
$1.54M -$13.3K -232 -1%
APW
1096
Aurora Private Wealth
New Jersey
$1.53M +$1.37M +23,907 New
NME
1097
Notis-McConarty Edward
$1.53M +$210K +3,670 +18%
PIMG
1098
Patriot Investment Management Group
Tennessee
$1.53M +$51.1K +892 +4%
ACS
1099
Archford Capital Strategies
Illinois
$1.53M +$10.8K +189 +0.8%
SFS
1100
Sowell Financial Services
Arkansas
$1.52M +$265K +4,619 +24%

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.