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Bristol-Myers Squibb

2,359 hedge funds and large institutions have $104B invested in Bristol-Myers Squibb in 2020 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 949 increasing their positions, 869 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 286 | Existing positions closed: 108

7% more funds holding

Funds holding: 2,2142,359 (+145)

10% more call options, than puts

Call options by funds: $1.51B | Put options by funds: $1.38B

9% more repeat investments, than reductions

Existing positions increased: 949 | Existing positions reduced: 869

4% more capital invested

Capital invested by funds: $100B → $104B (+$3.72B)

0.37% less ownership

Funds ownership: 74.06%73.69% (-0.37%)

16% less funds holding in top 10

Funds holding in top 10: 9378 (-15)

Holders
2,359
Holders Change
+145
Holders Change %
+6.55%
% of All Funds
41.74%
Holding in Top 10
78
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.13%
% of All Funds
1.38%
New
286
Increased
949
Reduced
869
Closed
108
Calls
$1.51B
Puts
$1.38B
Net Calls
+$132M
Net Calls Change
+$259M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.4B -$44.6M -725,134 -0.4%
BlackRock
2
BlackRock
New York
$10.7B +$618M +10,054,814 +6%
State Street
3
State Street
Massachusetts
$5.89B -$205M -3,327,247 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$4.49B +$368M +5,988,179 +9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.68B -$207M -3,365,228 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.84B -$507M -8,244,932 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.11B +$18.3M +297,655 +0.9%
Berkshire Hathaway
8
Berkshire Hathaway
Nebraska
$2.07B +$207M +3,364,822 +11%
Bank of America
9
Bank of America
North Carolina
$2B -$35.4M -575,454 -2%
Ameriprise
10
Ameriprise
Minnesota
$1.78B -$39.4M -640,901 -2%
Northern Trust
11
Northern Trust
Illinois
$1.76B -$38.8M -631,360 -2%
Dodge & Cox
12
Dodge & Cox
California
$1.65B -$33.9M -551,291 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.65B -$78.8M -1,281,120 -5%
Morgan Stanley
14
Morgan Stanley
New York
$1.55B +$237M +3,856,861 +18%
Norges Bank
15
Norges Bank
Norway
$1.52B +$113M +1,845,747 +8%
KBC Group
16
KBC Group
Belgium
$1.47B +$59.6M +968,886 +28%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$1.44B -$31.2M -506,695 -2%
Primecap Management
18
Primecap Management
California
$1.21B -$26M -423,277 -2%
Invesco
19
Invesco
Georgia
$1.16B -$155M -2,522,611 -12%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.15B -$744M -12,095,797 -40%
N
21
Nuveen
North Carolina
$903M +$84M +1,365,694 +10%
Legal & General Group
22
Legal & General Group
United Kingdom
$897M +$9.59M +155,917 +1%
Franklin Resources
23
Franklin Resources
California
$887M +$311M +5,062,692 +55%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$821M -$727K -11,822 -0.1%
Wells Fargo
25
Wells Fargo
California
$760M +$51.3M +833,884 +7%