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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
HFAS
1801
Hummer Financial Advisory Services
Illinois
$334K +$298K +5,205 New
WA1
1802
Wimmer Associates 1
California
$333K
WFMPM
1803
Woodley Farra Manion Portfolio Management
Indiana
$331K +$59.8K +1,044 +25%
IEFM
1804
IQ EQ Fund Management
Ireland
$330K -$155K -2,700 -34%
CPSAC
1805
Chas P. Smith & Associates (CPS)
Florida
$329K
CAS
1806
Cascadia Advisory Services
Oregon
$328K +$293K +5,116 New
LC
1807
Lavaca Capital
Texas
$327K -$27.3K -476 -9%
WAM
1808
Winslow Asset Management
Ohio
$325K +$11.5K +201 +4%
MCCP
1809
Mission Creek Capital Partners
California
$325K +$290K +5,056 New
BIA
1810
Bigelow Investment Advisors
Maine
$325K +$290K +5,069 New
IUHSA
1811
Itau Unibanco Holding S.A.
Brazil
$324K -$72.6K -1,268 -20%
TAM
1812
Taurus Asset Management
New York
$324K -$45.8K -800 -14%
W
1813
Wealthquest
Ohio
$323K +$24.7K +432 +9%
HIC
1814
Harvey Investment Company
Kentucky
$321K
HA
1815
Harbor Advisors
Florida
$321K +$286K +5,000 New
AW
1816
Avion Wealth
Texas
$320K
MCA
1817
Mercer Capital Advisers
New Jersey
$320K
MWM
1818
Merriman Wealth Management
Washington
$320K +$43.9K +766 +18%
GEM
1819
Global Endowment Management
North Carolina
$320K +$285K +4,980 New
CAM
1820
Congress Asset Management
Massachusetts
$320K +$286K +4,990 New
CCM
1821
Carderock Capital Management
Maryland
$319K -$4.29K -75 -1%
SICM
1822
Sustainable Insight Capital Management
New York
$319K +$17.2K +300 +6%
OCM
1823
Orser Capital Management
Texas
$319K +$287K +5,010 New
AC
1824
Alexandria Capital
Virginia
$317K +$32.1K +560 +13%
GBBWRPM
1825
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$316K

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.