We are live on ! Find out more
BDX icon

Becton Dickinson

1,472 hedge funds and large institutions have $59.6B invested in Becton Dickinson in 2021 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 541 increasing their positions, 564 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

11% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 89

0.03% more ownership

Funds ownership: 86.65%86.68% (+0.03%)

0% more capital invested

Capital invested by funds: $59.5B → $59.6B (+$12.9M)

1% less funds holding

Funds holding: 1,4851,472 (-13)

4% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 564

17% less call options, than puts

Call options by funds: $195M | Put options by funds: $236M

Holders
1,472
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
25.77%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
99
Increased
541
Reduced
564
Closed
89
Calls
$195M
Puts
$236M
Net Calls
-$40.7M
Net Calls Change
-$82.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1401
Plante Moran Financial Advisors
Michigan
$25K -$17.2K -70 -40%
FWM
1402
Focused Wealth Management
New York
$25K
HGWM
1403
Harvest Group Wealth Management
Massachusetts
$25K
PCFFS
1404
Pacific Center for Financial Services
California
$25K
HWA
1405
Heritage Wealth Advisors
Virginia
$25K
ARIS
1406
Advanced Research Investment Solutions
California
$24.3K +$24.8K +101 New
AWA
1407
Arkadios Wealth Advisors
Georgia
$24K -$14.5K -59 -37%
EWA
1408
Evolution Wealth Advisors
Florida
$24K +$8.34K +34 +52%
KFI
1409
Key Financial Inc
Pennsylvania
$23K
RBC
1410
Roble Belko & Company
Pennsylvania
$23K
PHK
1411
Point72 Hong Kong
Hong Kong
$23K +$23.3K +95 New
BWL
1412
Bogart Wealth LLC
Virginia
$22K
Nisa Investment Advisors
1413
Nisa Investment Advisors
Missouri
$20.7K +$302K +1,230 +1%
GI
1414
Gradient Investments
Minnesota
$20K -$6.38K -26 -24%
APWA
1415
Atlas Private Wealth Advisors
New Jersey
$20K
MCM
1416
MV Capital Management
Maryland
$20K +$13K +53 +171%
TC
1417
Trust Company
Kansas
$19K -$3.92K -16 -17%
SWA
1418
SOA Wealth Advisors
New York
$19K -$245 -1 -1%
Loomis, Sayles & Company
1419
Loomis, Sayles & Company
Massachusetts
$19K
ME
1420
McIlrath & Eck
Washington
$19K
MHR
1421
Matthew Hamilton Rosenberg
$19K +$8.09K +33 +70%
WWMSC
1422
Wagner Wealth Management (South Carolina)
South Carolina
$19K +$9.81K +40 +95%
LWM
1423
Liberty Wealth Management
California
$18K -$736 -3 -4%
CAGAS
1424
Capital Advisory Group Advisory Services
Minnesota
$18K
IBOK
1425
Independence Bank of Kentucky
Kentucky
$18K

BDX Hedge Fund Activity: Q3 2021 in Review

1,472 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q3 2021, worth a combined $59.6B — up 0.02% from $59.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new BDX positions and 89 closed out — a net gain of 10 holders — while 541 added to existing stakes and 564 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $618M. The largest seller was Fundsmith LLP, exiting entirely with an estimated $1.05B sold.

  • 1,472 institutional investors held Becton Dickinson (BDX) as of Q3 2021, down from 1,485 in Q2 2021.
  • Funds reported $59.6B of Becton Dickinson stock for Q3 2021, up 0.02% quarter-over-quarter.
  • 99 funds opened new Becton Dickinson positions in Q3 2021 and 89 closed out, a net change of +10 holders.
  • The largest Becton Dickinson buyer in Q3 2021 was T. Rowe Price Associates, an estimated $618M added.
  • The largest Becton Dickinson seller in Q3 2021 was Fundsmith LLP, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2021.