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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
QCMC
2151
Quantum Capital Management (California)
California
$34K -$17.5K -306 -37%
WCM
2152
Wealthcare Capital Management
Virginia
$33K +$9.56K +167 +48%
FCMT
2153
Founders Capital Management (Texas)
Texas
$32K
GIC
2154
Gantzert Investment Company
Illinois
$32K
Parallax Volatility Advisers
2155
Parallax Volatility Advisers
California
$31K -$198K -3,464 -88%
AP
2156
Arlington Partners
Alabama
$31K +$5.1K +89 +22%
MF
2157
Manchester Financial
California
$31K +$27.6K +482 New
SSWG
2158
Seven Springs Wealth Group
Tennessee
$30K +$26.6K +465 New
BCM
2159
Birch Capital Management
Texas
$28K +$24.7K +431 New
BWM
2160
Baystate Wealth Management
Massachusetts
$27K +$5.1K +89 +27%
DI
2161
Disciplined Investments
Oklahoma
$27K +$24.2K +422 New
GC
2162
Grace Capital
Massachusetts
$26K +$22.9K +400 New
SFPG
2163
Stonebridge Financial Planning Group
Florida
$26K +$22.9K +400 New
SFG
2164
Sowa Financial Group
Rhode Island
$26K +$23.5K +410 New
KFS
2165
Kelly Financial Services
Massachusetts
$25.9K +$8.65K +151 +60%
LWS
2166
Lucia Wealth Services
California
$24K +$21.1K +369 New
MWP
2167
Meridian Wealth Partners
Pennsylvania
$23K +$20.7K +362 New
AWA
2168
Artemis Wealth Advisors
New York
$22.5K
LWM
2169
Lenox Wealth Management
Ohio
$22K +$2.81K +49 +16%
IWP
2170
IAG Wealth Partners
Wisconsin
$22K +$19.2K +335 New
JPLA
2171
Joseph P. Lucia & Associates
New York
$21K +$6.87K +120 +59%
FMP
2172
Financial Management Professionals
Texas
$21K +$7.27K +127 +63%
DTIM
2173
Danda Trouve Investment Management
Kansas
$21K +$19.1K +333 New
RBC
2174
Roble Belko & Company
Pennsylvania
$20K
BRC
2175
Bell Rock Capital
Delaware
$17K

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.