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Bristol-Myers Squibb

2,189 hedge funds and large institutions have $98.8B invested in Bristol-Myers Squibb in 2020 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 940 increasing their positions, 821 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 99

14% more repeat investments, than reductions

Existing positions increased: 940 | Existing positions reduced: 821

2% more funds holding

Funds holding: 2,1482,189 (+41)

4% more capital invested

Capital invested by funds: $95.4B → $98.8B (+$3.37B)

9% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $1.58B

1.38% less ownership

Funds ownership: 75.9%74.52% (-1.4%)

19% less funds holding in top 10

Funds holding in top 10: 135110 (-25)

Holders
2,189
Holders Change
+41
Holders Change %
+1.91%
% of All Funds
44.88%
Holding in Top 10
110
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-18.52%
% of All Funds
2.26%
New
158
Increased
940
Reduced
821
Closed
99
Calls
$1.44B
Puts
$1.58B
Net Calls
-$138M
Net Calls Change
+$332M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$12B +$298M +4,984,471 +3%
BlackRock
2
BlackRock
New York
$9.62B -$409M -6,844,158 -4%
State Street
3
State Street
Massachusetts
$5.83B -$106M -1,773,560 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.86B -$204M -3,418,291 -5%
JP Morgan Chase
5
JP Morgan Chase
New York
$3.8B +$246M +4,119,542 +7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.74B -$709M -11,856,489 -16%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.56B -$1.35B -22,494,980 -34%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.93B -$435M -7,276,641 -18%
Bank of America
9
Bank of America
North Carolina
$1.87B +$61.9M +1,035,666 +3%
Ameriprise
10
Ameriprise
Minnesota
$1.85B +$81.6M +1,363,804 +5%
Northern Trust
11
Northern Trust
Illinois
$1.76B -$52.7M -881,724 -3%
Dodge & Cox
12
Dodge & Cox
California
$1.68B -$462M -7,721,685 -21%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.6B +$142M +2,369,939 +10%
Invesco
14
Invesco
Georgia
$1.35B +$19.4M +324,520 +1%
Norges Bank
15
Norges Bank
Norway
$1.33B -$279M -4,670,591 -17%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$1.25B -$29.3M -489,675 -2%
Primecap Management
17
Primecap Management
California
$1.21B -$65.6M -1,097,360 -5%
Morgan Stanley
18
Morgan Stanley
New York
$1.14B +$75.8M +1,266,684 +7%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$1.13B +$578M +9,660,989 +97%
Goldman Sachs
20
Goldman Sachs
New York
$964M +$55.2M +923,504 +6%
Legal & General Group
21
Legal & General Group
United Kingdom
$868M -$41.2M -689,293 -4%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$798M -$729K -12,187 -0.1%
N
23
Nuveen
North Carolina
$778M -$299M -4,992,608 -27%
Wells Fargo
24
Wells Fargo
California
$696M +$61.8M +1,032,395 +10%
LSV Asset Management
25
LSV Asset Management
Illinois
$666M +$92.9M +1,553,690 +16%

BMY Hedge Fund Activity: Q2 2020 in Review

2,189 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2020, worth a combined $98.8B — up 3.5% from $95.4B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new BMY positions and 99 closed out — a net gain of 59 holders — while 940 added to existing stakes and 821 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $578M. The largest seller was Renaissance Technologies, cutting an estimated $1.35B.

  • 2,189 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2020, up from 2,148 in Q1 2020.
  • Funds reported $98.8B of Bristol-Myers Squibb stock for Q2 2020, up 3.5% quarter-over-quarter.
  • 158 funds opened new Bristol-Myers Squibb positions in Q2 2020 and 99 closed out, a net change of +59 holders.
  • The largest Bristol-Myers Squibb buyer in Q2 2020 was Nordea Investment Management, an estimated $578M added.
  • The largest Bristol-Myers Squibb seller in Q2 2020 was Renaissance Technologies, an estimated $1.35B sold.

Based on aggregated 13F filings for Q2 2020.