Bristol-Myers Squibb
BMY
2,444 hedge funds and large institutions have $100B invested in Bristol-Myers Squibb in 2021 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 861 increasing their positions, 1,009 reducing their positions, and 137 closing their positions.
139% more first-time investments, than exits
New positions opened: 328 | Existing positions closed: 137
29% more call options, than puts
Call options by funds: $2B | Put options by funds: $1.56B
7% more funds holding
Funds holding: 2,293 → 2,444 (+151)
2% more funds holding in top 10
Funds holding in top 10: 64 → 65 (+1)
3% more capital invested
Capital invested by funds: $96.6B → $100B (+$3.35B)
1.16% less ownership
Funds ownership: 73.4% → 72.24% (-1.2%)
15% less repeat investments, than reductions
Existing positions increased: 861 | Existing positions reduced: 1,009
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$362M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$278M |
| 3 |
Primecap Management
Pasadena,
California
|
+$187M |
| 4 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$187M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$183M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$988M |
| 2 |
BlackRock
New York
|
-$429M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$416M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
-$305M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$286M |
BMY Hedge Fund Activity: Q4 2021 in Review
2,444 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2021, worth a combined $100B — up 3.5% from $96.6B a quarter earlier.
Buyers outnumbered sellers: 328 funds opened new BMY positions and 137 closed out — a net gain of 191 holders — while 861 added to existing stakes and 1,009 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $362M. The largest seller was Berkshire Hathaway, cutting an estimated $988M.
- 2,444 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2021, up from 2,293 in Q3 2021.
- Funds reported $100B of Bristol-Myers Squibb stock for Q4 2021, up 3.5% quarter-over-quarter.
- 328 funds opened new Bristol-Myers Squibb positions in Q4 2021 and 137 closed out, a net change of +191 holders.
- The largest Bristol-Myers Squibb buyer in Q4 2021 was JP Morgan Chase, an estimated $362M added.
- The largest Bristol-Myers Squibb seller in Q4 2021 was Berkshire Hathaway, an estimated $988M sold.
Based on aggregated 13F filings for Q4 2021.