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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
SC
1926
Slow Capital
California
$252K +$225K +3,920 New
M
1927
Mirova
France
$251K +$109K +1,898 +94%
AA
1928
Apriem Advisors
California
$251K +$224K +3,904 New
LSC
1929
Lesa Sroufe & Co
Washington
$251K +$224K +3,904 New
GGI
1930
Godsey & Gibb Inc
Virginia
$250K -$8.59K -150 -4%
MFG
1931
Merit Financial Group
Georgia
$249K +$222K +3,878 New
MPW
1932
MA Private Wealth
California
$249K +$223K +3,886 New
SFA
1933
Stewardship Financial Advisors
Georgia
$248K +$221K +3,859 New
WAM
1934
Weiss Asset Management
Massachusetts
$248K +$222K +3,870 New
FP
1935
Financial Perspectives
Minnesota
$248K +$221K +3,860 New
PFA
1936
Pathway Financial Advisors
Vermont
$247K +$210K +3,665 New
CFA
1937
Capstone Financial Advisors
Illinois
$247K +$220K +3,850 New
FC
1938
Financial Consulate
Maryland
$244K +$218K +3,800 New
UAS
1939
United Asset Strategies
New York
$244K +$218K +3,803 New
AIC
1940
Archer Investment Corporation
Indiana
$243K +$3.04K +53 +1%
ACA
1941
Anchor Capital Advisors
Massachusetts
$243K +$217K +3,781 New
WHG
1942
Westwood Holdings Group
Texas
$243K +$217K +3,783 New
PFA
1943
Pure Financial Advisors
California
$243K +$217K +3,785 New
BPCA
1944
Bank Pictet & Cie (Asia)
Singapore
$243K +$217K +3,789 New
SWM
1945
SVA Wealth Management
Wisconsin
$242K -$91.7K -1,602 -30%
Wealth Enhancement Advisory Services
1946
Wealth Enhancement Advisory Services
Minnesota
$242K +$218K +3,800 New
DCM
1947
Driehaus Capital Management
Illinois
$241K +$215K +3,758 New
GDP
1948
Great Diamond Partners
Maine
$241K +$216K +3,769 New
MIAS
1949
Mason Investment Advisory Services
Virginia
$240K +$214K +3,744 New
TPA
1950
Trivium Point Advisory
Connecticut
$240K -$60.1K -1,049 -22%

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.