CR Bard Inc.
BCR
BCR was delisted on the 28th of December, 2017.
3 hedge funds and large institutions have $16.4M invested in CR Bard Inc. in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 109 closing their positions.
97% less funds holding
Funds holding: 111 → 3 (-108)
99% less capital invested
Capital invested by funds: $1.31B → $16.4M (-$1.29B)
99% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 109
100% less funds holding in top 10
Funds holding in top 10: 5 → 0 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$320K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
-$823M |
| 2 |
GCIA
Gabelli & Co Investment Advisers
Rye,
New York
|
-$64.5M |
| 3 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$49.7M |
| 4 |
GF
Gabelli Funds
Rye,
New York
|
-$42.6M |
| 5 |
AGM
Alpine Global Management
New York
|
-$39.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$18K | -53 | Closed |
|
|
GAM
102
Gemmer Asset Management
Walnut Creek,
California
| – | -$12K | -37 | Closed |
|
103
US Bancorp
Minneapolis,
Minnesota
| – | -$12K | -37 | Closed |
|
|
M
104
MOTCO
San Antonio,
Texas
| – | -$11K | -33 | Closed |
|
|
DBT
105
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$10K | -31 | Closed |
|
|
OFW
106
Omnia Family Wealth
Aventura,
Florida
| – | -$5K | -16 | Closed |
|
|
AIM
107
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$5K | -15 | Closed |
|
|
TFO
108
Tarbox Family Office
Newport Beach,
California
| – | -$5K | -15 | Closed |
|
|
BL
109
Balentine LLC
Atlanta,
Georgia
| – | -$4K | -12 | Closed |
|
|
LWA
110
Lenox Wealth Advisors
New York
| – | -$4K | -11 | Closed |
|
|
WAM
111
Watermark Asset Management
San Ramon,
California
| – | -$4K | -11 | Closed |
|
|
AWM
112
Avior Wealth Management
Omaha,
Nebraska
| – | -$1K | -2 | Closed |
|
BCR Hedge Fund Activity: Q1 2018 in Review
3 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in CR Bard Inc. (BCR) for Q1 2018, worth a combined $16.4M — down 99% from $1.31B a quarter earlier.
Sellers outnumbered buyers: 109 funds closed out of BCR and 1 opened new positions — a net loss of 108 holders — while 0 trimmed existing stakes and 0 added.
The largest buyer was SVA Wealth Management, opening a new position worth an estimated $320K. The largest seller was Fundsmith LLP, exiting entirely with an estimated $823M sold.
- 3 institutional investors held CR Bard Inc. (BCR) as of Q1 2018, down from 111 in Q4 2017.
- Funds reported $16.4M of CR Bard Inc. stock for Q1 2018, down 99% quarter-over-quarter.
- 1 fund opened new CR Bard Inc. positions in Q1 2018 and 109 closed out, a net change of -108 holders.
- The largest CR Bard Inc. buyer in Q1 2018 was SVA Wealth Management, an estimated $320K added.
- The largest CR Bard Inc. seller in Q1 2018 was Fundsmith LLP, an estimated $823M sold.
Based on aggregated 13F filings for Q1 2018.