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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
GIA
151
Gateway Investment Advisers
Ohio
$64.8M +$15.9M +277,193 +38%
NIPH
152
NN Investment Partners Holdings
Netherlands
$62.2M +$18.5M +323,527 +50%
SGA
153
Sector Gamma AS
Norway
$62M -$24.1M -421,289 -30%
GAM
154
Gotham Asset Management
New York
$61.9M -$3.48M -60,747 -6%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$60.8M +$8.26M +144,193 +18%
KBC Group
156
KBC Group
Belgium
$60.5M +$3.96M +69,199 +8%
CC
157
Cannell & Co
New York
$60.1M +$36.1M +630,533 +206%
BGIM
158
Brandywine Global Investment Management
Pennsylvania
$59.8M -$56.5M -985,937 -51%
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$59.4M +$16.4M +286,360 +44%
SFM
160
Sphera Funds Management
Israel
$58.7M -$11.2M -194,900 -18%
SC
161
Saturna Capital
Washington
$58.4M +$13.2M +230,789 +34%
SG Americas Securities
162
SG Americas Securities
New York
$57.8M +$51.2M +893,149 +12,778%
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$57.5M +$17.2M +300,785 +51%
NSLI
164
Nan Shan Life Insurance
Taiwan
$57.3M +$9.36M +163,419 +22%
SGAM
165
Smith Group Asset Management
Texas
$56.5M -$17.1M -298,401 -25%
William Blair & Company
166
William Blair & Company
Illinois
$56M +$13.2M +231,285 +36%
ACI
167
AMP Capital Investors
Australia
$55.9M +$16.5M +288,360 +49%
ORIO
168
Old Republic International (ORI)
Illinois
$55.4M
AIMCA
169
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$55.3M -$21.7M -379,150 -31%
Los Angeles Capital Management
170
Los Angeles Capital Management
California
$54.8M -$2.62M -45,774 -5%
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$54M +$9.51M +166,059 +25%
HM
172
HealthCor Management
New York
$53.9M -$15.9M -277,710 -25%
KeyBank National Association
173
KeyBank National Association
Ohio
$53.5M +$9.12M +159,225 +24%
AGA
174
Altrinsic Global Advisors
Connecticut
$51.8M -$13M -227,333 -22%
N
175
Natixis
France
$51.3M +$35.8M +625,735 +349%

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.