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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
CHA
1826
Carmichael Hill & Associates
Maryland
$316K +$282K +4,919 New
PWAG
1827
Polaris Wealth Advisory Group
California
$315K +$4.24K +74 +2%
VCM
1828
Vivaldi Capital Management
Illinois
$314K -$29.7K -518 -10%
NCM
1829
Noesis Capital Mangement
Florida
$314K
GAM
1830
Gemmer Asset Management
California
$313K +$12.1K +211 +5%
JA
1831
JOYN Advisors
Georgia
$312K +$279K +4,865 New
PRC
1832
Pearl River Capital
Michigan
$310K +$277K +4,833 New
LF
1833
Lantz Financial
Illinois
$309K -$11.5K -200 -4%
CW
1834
CreativeOne Wealth
Kansas
$308K -$33.3K -581 -11%
RCA
1835
Ranch Capital Advisors
Florida
$307K -$1.89K -33 -0.7%
CF
1836
Corrigan Financial
Rhode Island
$305K +$6.18K +108 +2%
RIG
1837
Ramiah Investment Group
Wisconsin
$305K +$272K +4,755 New
SCA
1838
Spearhead Capital Advisors
Florida
$305K
AP
1839
Adero Partners
California
$305K +$272K +4,757 New
FNBOH
1840
First National Bank of Hutchinson
Kansas
$303K +$270K +4,723 New
RVM
1841
Robinson Value Management
Texas
$302K +$269K +4,700 New
SFG
1842
SNS Financial Group
Minnesota
$302K +$270K +4,708 New
PHAM
1843
Palisades Hudson Asset Management
Florida
$301K +$18.5K +323 +7%
WAS
1844
Wealth Advisory Solutions
Indiana
$301K +$268K +4,685 New
WCG
1845
Weaver Consulting Group
California
$300K
EWM
1846
Edge Wealth Management
New York
$299K -$85.7K -1,497 -24%
LWM
1847
Liberty Wealth Management
California
$299K +$65.3K +1,140 +32%
HC
1848
Hourglass Capital
Texas
$298K
SHGA
1849
Sand Hill Global Advisors
California
$298K +$266K +4,650 New
SIM
1850
SSI Investment Management
California
$297K +$264K +4,616 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.