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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
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$129M +$34.3M +599,177 +42%
AT
102
AMF Tjänstepension
Sweden
$129M +$26.2M +458,006 +29%
DC
103
Davenport & Co
Virginia
$128M +$3.75M +65,483 +3%
PAMU
104
Pictet Asset Management (UK)
United Kingdom
$126M +$33.1M +578,336 +42%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$123M +$37.1M +648,351 +51%
FWIA
106
Fort Washington Investment Advisors
Ohio
$122M -$16.9M -295,834 -13%
Retirement Systems of Alabama
107
Retirement Systems of Alabama
Alabama
$122M +$18M +313,920 +20%
Bank of Nova Scotia
108
Bank of Nova Scotia
Ontario, Canada
$120M +$60.3M +1,053,328 +129%
Canada Pension Plan Investment Board
109
Canada Pension Plan Investment Board
Ontario, Canada
$119M -$4.93M -86,059 -4%
VanEck Associates
110
VanEck Associates
New York
$118M +$15.8M +275,262 +18%
Swedbank
111
Swedbank
Sweden
$117M +$105M +1,828,635 New
RG
112
Redmile Group
California
$116M -$25.9M -451,800 -20%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$114M +$49.3M +861,233 +94%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$112M +$24.1M +420,016 +32%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$110M +$26M +453,325 +36%
O
116
OrbiMed
New York
$109M +$97.4M +1,700,000 New
DekaBank Deutsche Girozentrale
117
DekaBank Deutsche Girozentrale
Germany
$108M +$70.9M +1,238,753 +286%
M&T Bank
118
M&T Bank
New York
$108M +$10.9M +189,654 +12%
RI
119
RTW Investments
New York
$105M +$4.45M +77,644 +5%
AG
120
Aperio Group
California
$102M +$37.3M +651,003 +69%
DZ Bank
121
DZ Bank
Germany
$100M -$21.2M -370,998 -19%
DnB Asset Management
122
DnB Asset Management
Norway
$98.7M +$70.4M +1,229,945 +400%
Westfield Capital Management
123
Westfield Capital Management
Massachusetts
$97.4M -$9M -157,223 -9%
Massachusetts Financial Services
124
Massachusetts Financial Services
Massachusetts
$96.4M +$5.32M +92,854 +7%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$95M +$22.8M +398,075 +37%

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.