Bristol-Myers Squibb
BMY
2,370 hedge funds and large institutions have $109B invested in Bristol-Myers Squibb in 2021 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 961 increasing their positions, 953 reducing their positions, and 113 closing their positions.
42% more call options, than puts
Call options by funds: $1.52B | Put options by funds: $1.07B
30% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 113
6% more capital invested
Capital invested by funds: $103B → $109B (+$6.23B)
3% more funds holding in top 10
Funds holding in top 10: 70 → 72 (+2)
1% more repeat investments, than reductions
Existing positions increased: 961 | Existing positions reduced: 953
0.21% more ownership
Funds ownership: 72.89% → 73.11% (+0.21%)
0% more funds holding
Funds holding: 2,369 → 2,370 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$582M |
| 2 |
JP Morgan Chase
New York
|
+$473M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$399M |
| 4 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$214M |
| 5 |
Two Sigma Investments
New York
|
+$201M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$444M |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$309M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$293M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$237M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$222M |
BMY Hedge Fund Activity: Q2 2021 in Review
2,370 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2021, worth a combined $109B — up 6.1% from $103B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new BMY positions and 113 closed out — a net gain of 34 holders — while 961 added to existing stakes and 953 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $582M. The largest seller was Janus Henderson Group, cutting an estimated $444M.
- 2,370 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2021, up from 2,369 in Q1 2021.
- Funds reported $109B of Bristol-Myers Squibb stock for Q2 2021, up 6.1% quarter-over-quarter.
- 147 funds opened new Bristol-Myers Squibb positions in Q2 2021 and 113 closed out, a net change of +34 holders.
- The largest Bristol-Myers Squibb buyer in Q2 2021 was Fidelity Investments, an estimated $582M added.
- The largest Bristol-Myers Squibb seller in Q2 2021 was Janus Henderson Group, an estimated $444M sold.
Based on aggregated 13F filings for Q2 2021.