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Becton Dickinson

1,537 hedge funds and large institutions have $61.2B invested in Becton Dickinson in 2020 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 588 increasing their positions, 528 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 91

38% more funds holding in top 10

Funds holding in top 10: 2636 (+10)

11% more repeat investments, than reductions

Existing positions increased: 588 | Existing positions reduced: 528

7% more capital invested

Capital invested by funds: $57.1B → $61.2B (+$4.14B)

7% more funds holding

Funds holding: 1,4361,537 (+101)

0.65% less ownership

Funds ownership: 86.85%86.19% (-0.65%)

4% less call options, than puts

Call options by funds: $259M | Put options by funds: $271M

Holders
1,537
Holders Change
+101
Holders Change %
+7.03%
% of All Funds
27.19%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.64%
New
206
Increased
588
Reduced
528
Closed
91
Calls
$259M
Puts
$271M
Net Calls
-$11.8M
Net Calls Change
+$85.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1401
Phoenix Wealth Advisors
North Carolina
$75K +$71.8K +308 New
WLPWM
1402
Walled Lake Planning & Wealth Management
Illinois
$74K +$233 +1 +0.3%
PFGIA
1403
Patriot Financial Group Insurance Agency
Massachusetts
$74K +$3.73K +16 +6%
BWM
1404
Baystate Wealth Management
Massachusetts
$72K -$15.9K -68 -19%
OIA
1405
Optimum Investment Advisors
Illinois
$72K
FWM
1406
FSA Wealth Management
Massachusetts
$70K +$66.7K +286 New
FCA
1407
FinTrust Capital Advisors
South Carolina
$67K -$31K -133 -33%
EA
1408
Elm Advisors
California
$66K +$63.4K +272 New
TIM
1409
Tortoise Investment Management
New York
$65K
SFG
1410
Sowa Financial Group
Rhode Island
$63K
EFSCE
1411
Enterprise Financial Services Corp (EFSC)
Missouri
$63K +$4.43K +19 +8%
JFA
1412
JNBA Financial Advisors
Minnesota
$62K
JWM
1413
Janiczek Wealth Management
Colorado
$61K +$49.2K +211 +570%
NFSG
1414
Newbridge Financial Services Group
Florida
$59K
OSNBOA
1415
Old Second National Bank of Aurora
Illinois
$58K
D
1416
Diversified
Delaware
$58K +$59.2K +254 New
TWA
1417
TCI Wealth Advisors
Arizona
$57K -$156K -670 -74%
RCC
1418
Red Cedar Capital
Nebraska
$57K -$35.7K -153 -39%
AF
1419
Allworth Financial
California
$57K
BWM
1420
BerganKDV Wealth Management
Minnesota
$56K -$1.63K -7 -3%
CFO
1421
CVA Family Office
Colorado
$56K
TLFA
1422
True Link Financial Advisors
California
$56K +$53.4K +229 New
BWA
1423
BDO Wealth Advisors
Florida
$53K +$4.66K +20 +10%
HI
1424
Human Investing
Oregon
$51K
GCM
1425
Gables Capital Management
Florida
$50K -$4.9K -21 -9%

BDX Hedge Fund Activity: Q4 2020 in Review

1,537 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q4 2020, worth a combined $61.2B — up 7.2% from $57.1B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new BDX positions and 91 closed out — a net gain of 115 holders — while 588 added to existing stakes and 528 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $452M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.54B.

  • 1,537 institutional investors held Becton Dickinson (BDX) as of Q4 2020, up from 1,436 in Q3 2020.
  • Funds reported $61.2B of Becton Dickinson stock for Q4 2020, up 7.2% quarter-over-quarter.
  • 206 funds opened new Becton Dickinson positions in Q4 2020 and 91 closed out, a net change of +115 holders.
  • The largest Becton Dickinson buyer in Q4 2020 was Wellington Management Group, an estimated $452M added.
  • The largest Becton Dickinson seller in Q4 2020 was T. Rowe Price Associates, an estimated $1.54B sold.

Based on aggregated 13F filings for Q4 2020.