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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
FCBT
1476
First Citizens Bank & Trust
North Carolina
$669K +$158K +2,759 +36%
WIC
1477
Whitegate Investment Counselors
New Hampshire
$668K +$48.6K +848 +9%
PL
1478
Parthenon LLC
Kentucky
$668K +$57.3K +1,000 +11%
SAM
1479
SP Asset Management
California
$666K +$594K +10,379 New
CAM
1480
Cozad Asset Management
Illinois
$663K +$209K +3,644 +54%
CAW
1481
Cornerstone Advisors (Washington)
Washington
$662K +$140K +2,452 +31%
MIP
1482
Marietta Investment Partners
Wisconsin
$661K
EIP
1483
Ellis Investment Partners
Pennsylvania
$661K +$34.6K +605 +6%
MWM
1484
Modera Wealth Management
New Jersey
$661K +$63.6K +1,111 +12%
IIM
1485
Ironwood Investment Management
Massachusetts
$657K -$66.8K -1,166 -10%
GIA
1486
GHP Investment Advisors
Colorado
$656K +$313K +5,460 +115%
FLAM
1487
First Light Asset Management
Minnesota
$655K -$6.04M -105,500 -91%
BRA
1488
Bender Robert & Associates
California
$655K -$9.16K -160 -2%
CPIG
1489
Chicago Partners Investment Group
Illinois
$655K +$205K +3,588 +58%
FWP
1490
FAS Wealth Partners
Kansas
$654K +$38.3K +668 +7%
SRC
1491
Sage Rhino Capital
California
$653K +$282K +4,931 +97%
THWM
1492
Taylor Hoffman Wealth Management
Virginia
$652K +$2K +35 +0.3%
PL
1493
Plancorp LLC
Missouri
$651K +$249K +4,346 +75%
BPWA
1494
Beacon Pointe Wealth Advisors
California
$649K +$37.9K +661 +7%
AIM
1495
Aspen Investment Management
Michigan
$647K
OAM
1496
Occidental Asset Management
California
$646K +$8.59K +150 +2%
PIM
1497
Profit Investment Management
Maryland
$646K +$577K +10,070 New
LWPC
1498
Legacy Wealth Partners (California)
California
$645K +$563K +9,826 New
BG
1499
Berry Group
Massachusetts
$645K +$575K +10,045 New
Fiera Capital (Canada)
1500
Fiera Capital (Canada)
Quebec, Canada
$644K -$243K -4,240 -30%

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.