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Becton Dickinson

1,409 hedge funds and large institutions have $54.1B invested in Becton Dickinson in 2020 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 545 increasing their positions, 556 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 5670 (+14)

1.16% more ownership

Funds ownership: 87.91%89.07% (+1.2%)

2% less repeat investments, than reductions

Existing positions increased: 545 | Existing positions reduced: 556

4% less funds holding

Funds holding: 1,4711,409 (-62)

14% less capital invested

Capital invested by funds: $63.1B → $54.1B (-$9.01B)

29% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 157

32% less call options, than puts

Call options by funds: $250M | Put options by funds: $370M

Holders
1,409
Holders Change
-62
Holders Change %
-4.21%
% of All Funds
31.04%
Holding in Top 10
70
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+25%
% of All Funds
1.54%
New
111
Increased
545
Reduced
556
Closed
157
Calls
$250M
Puts
$370M
Net Calls
-$120M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WQ
1301
Wealth Quarterback
New Jersey
$53.4K -$14.6M -59,149 -100%
GRP
1302
Global Retirement Partners
California
$52K -$2.96K -12 -5%
EFSCE
1303
Enterprise Financial Services Corp (EFSC)
Missouri
$51K -$1.48K -6 -3%
BWM
1304
BerganKDV Wealth Management
Minnesota
$51K +$1.98K +8 +4%
ZB
1305
Zions Bancorporation
Utah
$50K -$148K -601 -73%
DWM
1306
Darwin Wealth Management
Florida
$50K +$55.3K +224 New
PRC
1307
Pearl River Capital
Michigan
$49K -$373K -1,512 -87%
AIC
1308
Ayalon Insurance Company
Israel
$49K -$20.5K -83 -27%
NL
1309
NVWM LLC
Pennsylvania
$48K -$639K -2,587 -92%
HI
1310
Human Investing
Oregon
$46K -$7.66K -31 -13%
VRM
1311
Vectors Research Management
New York
$46K -$3.7K -15 -7%
FPFS
1312
First Personal Financial Services
North Carolina
$45K -$3.46K -14 -7%
SFSIG
1313
San Francisco Sentry Investment Group
California
$42K -$12.6K -51 -21%
BFC
1314
Bedel Financial Consulting
Indiana
$42K
EIP
1315
Ellis Investment Partners
Pennsylvania
$41K
IRAG
1316
Investment Research & Advisory Group
Georgia
$40K
LFG
1317
LifePlan Financial Group
Ohio
$40K
OAJ
1318
Ogorek Anthony Joseph
New York
$39K
EI
1319
Ellevest Inc
New York
$39K +$2.47K +10 +6%
VCP
1320
Verus Capital Partners
Arizona
$38K +$16.3K +66 +64%
POIA
1321
Pin Oak Investment Advisors
Texas
$37K -$988 -4 -2%
MCM
1322
McMillion Capital Management
North Carolina
$37K
SIS
1323
Sound Income Strategies
Florida
$37K
NSIM
1324
North Star Investment Management
Illinois
$37K +$247 +1 +0.6%
HF
1325
Halpern Financial
Virginia
$36.8K +$40.5K +164 New

BDX Hedge Fund Activity: Q1 2020 in Review

1,409 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q1 2020, worth a combined $54.1B — down 14% from $63.1B a quarter earlier.

Sellers outnumbered buyers: 157 funds closed out of BDX and 111 opened new positions — a net loss of 46 holders — while 556 trimmed existing stakes and 545 added.

The largest buyer was Wellington Management Group, adding an estimated $1.49B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.46B.

  • 1,409 institutional investors held Becton Dickinson (BDX) as of Q1 2020, down from 1,471 in Q4 2019.
  • Funds reported $54.1B of Becton Dickinson stock for Q1 2020, down 14% quarter-over-quarter.
  • 111 funds opened new Becton Dickinson positions in Q1 2020 and 157 closed out, a net change of -46 holders.
  • The largest Becton Dickinson buyer in Q1 2020 was Wellington Management Group, an estimated $1.49B added.
  • The largest Becton Dickinson seller in Q1 2020 was T. Rowe Price Associates, an estimated $1.46B sold.

Based on aggregated 13F filings for Q1 2020.