We are live on ! Find out more
BMY icon

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
PCA
2201
Providence Capital Advisors
North Carolina
$6K
BBA
2202
Braun-Bostich & Associates
Pennsylvania
$6K +$5.73K +100 New
CAC
2203
Cowen and Company
New York
$6K +$5.73K +100 New
HGWM
2204
Harvest Group Wealth Management
Massachusetts
$5K
IF
2205
Ironwood Financial
Arizona
$5K +$4.81K +84 New
LP
2206
LMR Partners
United Kingdom
$4.31K +$3.85M +67,161 New
CAM
2207
CenterStar Asset Management
Illinois
$4K
NL
2208
NVWM LLC
Pennsylvania
$3K -$33.2K -580 -93%
MAWCM
2209
Mine & Arao Wealth Creation & Management
California
$3K +$2.58K +45 New
SFA
2210
Semmax Financial Advisors
North Carolina
$3K +$2.81K +49 New
CP
2211
Corbenic Partners
Pennsylvania
$3K +$2.86K +50 New
OP
2212
Omni Partners
United Kingdom
$2.56K +$2.29M +39,901 New
GC
2213
Globeflex Capital
California
$2K
LS
2214
Leelyn Smith
Illinois
$1.99K +$1.77M +30,987 New
NDSI
2215
Newman Dignan & Sheerar Inc
Rhode Island
$1.31K -$35.5K -620 -3%
TFA
2216
Transamerica Financial Advisors
Florida
$1K +$172 +3 New
LWA
2217
Lowe Wealth Advisors
Maryland
$1K +$859 +15 New
PGAM
2218
Princeton Global Asset Management
New Jersey
$756 +$143K +2,500 +27%
SHWM
2219
Silicon Hills Wealth Management
Texas
$131 +$172 +3 New
AC
2220
Asio Capital
Kentucky
$1 +$1.72K +30 New
Arrowstreet Capital
2221
Arrowstreet Capital
Massachusetts
-$142M -2,804,704 Closed
CCM
2222
Camber Capital Management
Massachusetts
-$76.1M -1,500,000 Closed
Lord, Abbett & Co
2223
Lord, Abbett & Co
New Jersey
-$28M -552,800 Closed
SI
2224
Sofinnova Investments
California
-$24.3M -478,349 Closed
NAM
2225
Nexpoint Asset Management
Texas
-$19.7M -388,200 Closed

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.