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Bristol-Myers Squibb

2,214 hedge funds and large institutions have $100B invested in Bristol-Myers Squibb in 2020 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 890 increasing their positions, 912 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 91

1% more funds holding

Funds holding: 2,1892,214 (+25)

1% more capital invested

Capital invested by funds: $98.8B → $100B (+$1.44B)

0.47% less ownership

Funds ownership: 74.52%74.06% (-0.47%)

2% less repeat investments, than reductions

Existing positions increased: 890 | Existing positions reduced: 912

9% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.38B

15% less funds holding in top 10

Funds holding in top 10: 11093 (-17)

Holders
2,214
Holders Change
+25
Holders Change %
+1.14%
% of All Funds
44.67%
Holding in Top 10
93
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.45%
% of All Funds
1.88%
New
136
Increased
890
Reduced
912
Closed
91
Calls
$1.25B
Puts
$1.38B
Net Calls
-$126M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.1B -$230M -3,822,794 -2%
BlackRock
2
BlackRock
New York
$9.79B -$74.2M -1,232,428 -0.8%
State Street
3
State Street
Massachusetts
$5.88B -$95.6M -1,587,880 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$3.98B +$109M +1,807,968 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.78B -$178M -2,957,096 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.25B -$582M -9,663,365 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.03B +$46.5M +772,282 +2%
Bank of America
8
Bank of America
North Carolina
$1.98B +$69.5M +1,154,893 +4%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.84B -$778M -12,920,704 -30%
Berkshire Hathaway
10
Berkshire Hathaway
Nebraska
$1.81B +$1.8B +29,971,194 New
Ameriprise
11
Ameriprise
Minnesota
$1.77B -$128M -2,128,869 -7%
Northern Trust
12
Northern Trust
Illinois
$1.75B -$57.1M -948,647 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.68B +$38.8M +644,814 +2%
Dodge & Cox
14
Dodge & Cox
California
$1.64B -$81.6M -1,355,403 -5%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$1.43B +$154M +2,562,329 +12%
Norges Bank
16
Norges Bank
Norway
$1.36B +$616K +10,233 +0%
Invesco
17
Invesco
Georgia
$1.28B -$105M -1,736,908 -8%
Morgan Stanley
18
Morgan Stanley
New York
$1.28B +$104M +1,729,408 +9%
Primecap Management
19
Primecap Management
California
$1.2B -$39.7M -660,070 -3%
Legal & General Group
20
Legal & General Group
United Kingdom
$863M -$26.9M -447,296 -3%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$807M -$11.4M -189,768 -1%
N
22
Nuveen
North Carolina
$795M -$2.08M -34,499 -0.3%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$793M -$384M -6,379,918 -33%
LSV Asset Management
24
LSV Asset Management
Illinois
$698M +$15.2M +253,311 +2%
Wells Fargo
25
Wells Fargo
California
$688M -$25.7M -427,658 -4%

BMY Hedge Fund Activity: Q3 2020 in Review

2,214 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2020, worth a combined $100B — up 1.5% from $98.8B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new BMY positions and 91 closed out — a net gain of 45 holders — while 890 added to existing stakes and 912 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $1.8B. The largest seller was Renaissance Technologies, cutting an estimated $778M.

  • 2,214 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2020, up from 2,189 in Q2 2020.
  • Funds reported $100B of Bristol-Myers Squibb stock for Q3 2020, up 1.5% quarter-over-quarter.
  • 136 funds opened new Bristol-Myers Squibb positions in Q3 2020 and 91 closed out, a net change of +45 holders.
  • The largest Bristol-Myers Squibb buyer in Q3 2020 was Berkshire Hathaway, an estimated $1.8B added.
  • The largest Bristol-Myers Squibb seller in Q3 2020 was Renaissance Technologies, an estimated $778M sold.

Based on aggregated 13F filings for Q3 2020.