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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
DA
2226
Duality Advisers
Florida
-$19M -373,760 Closed
Voloridge Investment Management
2227
Voloridge Investment Management
Florida
-$18.1M -356,662 Closed
BA
2228
Bridgewater Associates
Connecticut
-$11.1M -219,568 Closed
ARTA
2229
A.R.T. Advisors
New York
-$9.9M -195,170 Closed
TSS
2230
Two Sigma Securities
New York
-$4.24M -74,023 Closed
ECM
2231
Element Capital Management
New York
-$3.42M -67,519 Closed
ECM
2232
ExodusPoint Capital Management
New York
-$3.12M -61,528 Closed
QCMA
2233
Quad Capital Management Advisors
New York
-$3.04M -60,000 Closed
LCM
2234
Landscape Capital Management
New Jersey
-$1.99M -39,325 Closed
AIM
2235
Axiom Investment Management
New York
-$1.89M -37,197 Closed
TRCT
2236
Tower Research Capital (TRC)
New York
-$1.49M -29,283 Closed
HWA
2237
HCR Wealth Advisors
California
-$1.39M -27,113 Closed
ACPU
2238
Arrowgrass Capital Partners (US)
Delaware
-$1.08M -21,224 Closed
DKCM
2239
Davidson Kempner Capital Management
New York
-$1.03M -20,275 Closed
ICM
2240
Ionic Capital Management
New York
-$994K -19,600 Closed
LI
2241
Leap Investments
Illinois
-$857K -16,900 Closed
Group One Trading
2242
Group One Trading
Illinois
-$921K -16,089 Closed
ZIM
2243
Zacks Investment Management
Illinois
-$579K -11,422 Closed
CWA
2244
Clarus Wealth Advisors
Arizona
-$560K -11,052 Closed
BCM
2245
Bourgeon Capital Management
Connecticut
-$477K -9,400 Closed
CCIA
2246
Campbell & Co Investment Adviser
Maryland
-$439K -8,656 Closed
PWP
2247
Private Wealth Partners
California
-$411K -8,110 Closed
CSIA
2248
Charles Schwab Investment Advisory
California
-$397K -7,840 Closed
CIM
2249
CIM Investment Management
Pennsylvania
-$389K -7,677 Closed
PTC
2250
Petrus Trust Company
Texas
-$344K -6,793 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.