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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
Robeco Institutional Asset Management
176
Robeco Institutional Asset Management
Netherlands
$51.3M +$8.2M +143,204 +22%
RCM
177
RNC Capital Management
California
$50.9M +$340K +5,934 +0.8%
BC
178
Birchview Capital
Vermont
$50M +$41.9M +731,585 +1,557%
TCM
179
Tekla Capital Management
Massachusetts
$49.7M +$2.11M +36,818 +5%
TD Asset Management
180
TD Asset Management
Ontario, Canada
$49.4M +$5.51M +96,281 +14%
TI
181
tru Independence
Oregon
$49.3M +$61.9M +1,081,698 New
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$49M +$2.99M +52,200 +7%
SC
183
Samlyn Capital
New York
$49M -$8.25M -144,034 -16%
CA
184
Commerzbank Aktiengesellschaft
Germany
$48.6M -$7.09M -123,764 -14%
LPL Financial
185
LPL Financial
California
$48.6M +$8.1M +141,389 +23%
Public Sector Pension Investment Board (PSP Investments)
186
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$48.6M +$25.1M +439,113 +138%
Jane Street
187
Jane Street
New York
$48.2M +$35.4M +617,646 +466%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$47.9M +$20.8M +363,278 +95%
RFC
189
Regions Financial Corp
Alabama
$46.3M -$4.66M -81,387 -10%
BCWM
190
Bartlett & Co Wealth Management
Ohio
$44.7M +$1.67M +29,200 +4%
Macquarie Group
191
Macquarie Group
Australia
$44.5M +$28.8M +502,961 +265%
FAF
192
Fjarde Ap-fonden
Sweden
$43.8M +$12.3M +214,816 +46%
LCOV
193
London Company of Virginia
Virginia
$43.3M -$1.17M -20,413 -3%
Calamos Advisors
194
Calamos Advisors
Illinois
$43.3M +$14.3M +249,074 +59%
SEI Investments
195
SEI Investments
Pennsylvania
$43.1M +$7.28M +127,030 +23%
JIM
196
Jupiter Investment Management
United Kingdom
$42.9M +$34.7M +606,290 +977%
UCFA
197
United Capital Financial Advisors
Texas
$42.2M +$9.11M +159,113 +32%
MHC
198
Meyer Handelman Company
New York
$42.1M +$160K +2,800 +0.4%
Comerica Bank
199
Comerica Bank
Texas
$41.5M +$7.32M +127,843 +24%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$40.5M +$6.67M +116,396 +23%

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.