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Bristol-Myers Squibb

2,361 hedge funds and large institutions have $103B invested in Bristol-Myers Squibb in 2020 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 950 increasing their positions, 870 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 287 | Existing positions closed: 107

11% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.43B

7% more funds holding

Funds holding: 2,2142,361 (+147)

9% more repeat investments, than reductions

Existing positions increased: 950 | Existing positions reduced: 870

3% more capital invested

Capital invested by funds: $100B → $103B (+$2.76B)

0.38% less ownership

Funds ownership: 73.98%73.6% (-0.38%)

16% less funds holding in top 10

Funds holding in top 10: 9378 (-15)

Holders
2,361
Holders Change
+147
Holders Change %
+6.64%
% of All Funds
41.6%
Holding in Top 10
78
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.13%
% of All Funds
1.37%
New
287
Increased
950
Reduced
870
Closed
107
Calls
$1.59B
Puts
$1.43B
Net Calls
+$161M
Net Calls Change
+$251M

BMY Hedge Fund Activity: Q4 2020 in Review

2,361 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2020, worth a combined $103B — up 2.8% from $100B a quarter earlier.

Buyers outnumbered sellers: 287 funds opened new BMY positions and 107 closed out — a net gain of 180 holders — while 950 added to existing stakes and 870 trimmed.

The largest buyer was BlackRock, adding an estimated $618M. The largest seller was Renaissance Technologies, cutting an estimated $744M.

  • 2,361 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2020, up from 2,214 in Q3 2020.
  • Funds reported $103B of Bristol-Myers Squibb stock for Q4 2020, up 2.8% quarter-over-quarter.
  • 287 funds opened new Bristol-Myers Squibb positions in Q4 2020 and 107 closed out, a net change of +180 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2020 was BlackRock, an estimated $618M added.
  • The largest Bristol-Myers Squibb seller in Q4 2020 was Renaissance Technologies, an estimated $744M sold.

Based on aggregated 13F filings for Q4 2020.