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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
MIM
201
MetLife Investment Management
New Jersey
$40M +$10.2M +177,579 +40%
MAM
202
Madison Asset Management
Wisconsin
$39.3M +$35.1M +612,572 New
CWM
203
CIBC World Markets
New York
$39.3M +$1.26M +21,938 +4%
JLBC
204
J.L. Bainbridge & Co
Florida
$38.7M +$34.5M +602,603 New
Jennison Associates
205
Jennison Associates
New York
$38M -$11.1M -193,114 -25%
PF
206
Phoenix Financial
Israel
$37.7M -$3.6M -62,926 -10%
AA
207
ALPS Advisors
Colorado
$37.3M -$8.85M -154,574 -21%
FMW
208
Farr Miller & Washington
District of Columbia
$37.2M -$64.1K -1,119 -0.2%
AL
209
AJO LP
Pennsylvania
$36.8M -$3.97M -69,258 -11%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$36.6M +$8.17M +142,630 +33%
NAMA
211
Nikko Asset Management Americas
New York
$36.4M -$18.2M -317,653 -36%
SOMRS
212
State of Michigan Retirement System
Michigan
$36.4M +$9.95M +173,752 +44%
OCMI
213
Oaktop Capital Management II
New Jersey
$35.6M +$31.8M +554,991 New
SDIC
214
South Dakota Investment Council
South Dakota
$35.6M +$11.2M +195,655 +54%
BCIM
215
British Columbia Investment Management
British Columbia, Canada
$35.5M -$1.52M -26,540 -5%
WP
216
Woodline Partners
California
$35.5M +$31.7M +552,945 New
GIBU
217
Gulf International Bank (UK)
United Kingdom
$35.3M +$9.27M +161,922 +42%
CSIC
218
Clifford Swan Investment Counsel
California
$34.7M +$175K +3,060 +0.6%
PR
219
Payden & Rygel
California
$34.3M +$12.4M +217,000 +68%
EAM
220
Erste Asset Management
Austria
$34.2M -$846K -14,780 -3%
BAM
221
Berkshire Asset Management
Pennsylvania
$34.2M -$820K -14,313 -3%
USAA
222
United Services Automobile Association
Texas
$33M +$4.02M +70,142 +16%
PGFC
223
Peapack-Gladstone Financial Corp
New Jersey
$32.9M +$5.02M +87,606 +21%
DIA
224
Dana Investment Advisors
Wisconsin
$32.7M -$2.11M -36,891 -7%
Fisher Asset Management
225
Fisher Asset Management
Washington
$32.7M -$422K -7,375 -1%

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.