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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
Lazard Asset Management
126
Lazard Asset Management
New York
$93.7M +$11.9M +207,050 +17%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$91.8M +$27.9M +486,637 +52%
Axa
128
Axa
France
$87.9M -$4.72M -82,493 -6%
SO
129
STRS Ohio
Ohio
$87.3M +$21M +367,525 +37%
Asset Management One
130
Asset Management One
Japan
$85M +$22M +383,715 +41%
VRS
131
Virginia Retirement Systems
Virginia
$83.4M +$5.81M +101,400 +8%
Two Sigma Investments
132
Two Sigma Investments
New York
$83M -$37.5M -653,984 -34%
NIMC
133
NWQ Investment Management Company
California
$81.2M +$3.27M +57,070 +5%
CCMG
134
Clark Capital Management Group
Pennsylvania
$81.1M +$25.7M +448,807 +55%
GF
135
Gabelli Funds
New York
$78.3M +$32.6M +569,400 +88%
HA
136
Homestead Advisers
Virginia
$78.2M -$666K -11,630 -0.9%
PAM
137
Panagora Asset Management
Massachusetts
$77.1M +$13.7M +238,497 +25%
PI
138
Putnam Investments
Massachusetts
$76.9M +$26.2M +457,824 +62%
AII
139
AGF Investments Inc
Ontario, Canada
$76.1M -$1.71M -29,804 -2%
AIM
140
Artemis Investment Management
United Kingdom
$75.4M +$49.1M +856,705 +267%
HighTower Advisors
141
HighTower Advisors
Illinois
$73.9M +$11.3M +197,645 +21%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$73.8M +$65.8M +1,149,661 New
Aviva
143
Aviva
United Kingdom
$72.2M +$15.1M +264,461 +31%
RRAM
144
River Road Asset Management
Kentucky
$71.4M +$11.1M +194,210 +21%
JMPWA
145
JP Morgan Private Wealth Advisors
California
$70.8M +$15.8M +275,176 +33%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$69.4M +$18.9M +329,377 +44%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$68.1M +$6.3M +109,960 +12%
KBG
148
Kahn Brothers Group
New York
$67.6M -$1.09M -19,028 -2%
H
149
Hexavest
Quebec, Canada
$67.6M +$60.3M +1,052,505 New
PC
150
Polar Capital
United Kingdom
$67.4M +$60.2M +1,050,395 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.