Bristol-Myers Squibb
BMY
1,814 hedge funds and large institutions have $69.6B invested in Bristol-Myers Squibb in 2019 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 725 increasing their positions, 705 reducing their positions, and 97 closing their positions.
53% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 97
26% more funds holding in top 10
Funds holding in top 10: 38 → 48 (+10)
15% more capital invested
Capital invested by funds: $60.3B → $69.6B (+$9.26B)
2.45% more ownership
Funds ownership: 81.49% → 83.94% (+2.5%)
2% more funds holding
Funds holding: 1,777 → 1,814 (+37)
3% more repeat investments, than reductions
Existing positions increased: 725 | Existing positions reduced: 705
2% less call options, than puts
Call options by funds: $1.66B | Put options by funds: $1.7B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$567M |
| 2 |
JP Morgan Chase
New York
|
+$504M |
| 3 |
BlackRock
New York
|
+$433M |
| 4 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$370M |
| 5 |
AIG
American International Group
New York
|
+$357M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$311M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$218M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$185M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$159M |
| 5 |
BG
Baupost Group
Boston,
Massachusetts
|
-$141M |
BMY Hedge Fund Activity: Q3 2019 in Review
1,814 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2019, worth a combined $69.6B — up 15% from $60.3B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new BMY positions and 97 closed out — a net gain of 51 holders — while 725 added to existing stakes and 705 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $567M. The largest seller was Arrowstreet Capital, cutting an estimated $311M.
- 1,814 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2019, up from 1,777 in Q2 2019.
- Funds reported $69.6B of Bristol-Myers Squibb stock for Q3 2019, up 15% quarter-over-quarter.
- 148 funds opened new Bristol-Myers Squibb positions in Q3 2019 and 97 closed out, a net change of +51 holders.
- The largest Bristol-Myers Squibb buyer in Q3 2019 was Renaissance Technologies, an estimated $567M added.
- The largest Bristol-Myers Squibb seller in Q3 2019 was Arrowstreet Capital, an estimated $311M sold.
Based on aggregated 13F filings for Q3 2019.