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Becton Dickinson

830 hedge funds and large institutions have $17.6B invested in Becton Dickinson in 2013 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 235 increasing their positions, 373 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 45

67% more call options, than puts

Call options by funds: $33.5M | Put options by funds: $20.1M

9% more capital invested

Capital invested by funds: $16.2B → $17.6B (+$1.48B)

3% more funds holding

Funds holding: 803830 (+27)

1.16% less ownership

Funds ownership: 85.8%84.64% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

37% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 373

Holders
830
Holders Change
+27
Holders Change %
+3.36%
% of All Funds
24.09%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.52%
New
82
Increased
235
Reduced
373
Closed
45
Calls
$33.5M
Puts
$20.1M
Net Calls
+$13.4M
Net Calls Change
+$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.41B +$9.19M +88,653 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B -$28.3M -273,318 -2%
BIT
3
BlackRock Institutional Trust
California
$561M -$2.03M -19,577 -0.4%
Franklin Resources
4
Franklin Resources
California
$448M -$1.36M -13,096 -0.3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$412M +$33.7M +324,602 +9%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$380M +$65M +627,125 +22%
Wells Fargo
7
Wells Fargo
California
$332M -$8.13M -78,422 -2%
Invesco
8
Invesco
Georgia
$306M -$762K -7,353 -0.3%
American Century Companies
9
American Century Companies
Missouri
$302M -$111M -1,070,458 -28%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$299M -$22.5M -217,205 -7%
JIM
11
Jensen Investment Management
Oregon
$298M +$25.4M +245,150 +10%
Northern Trust
12
Northern Trust
Illinois
$298M -$372K -3,586 -0.1%
Pzena Investment Management
13
Pzena Investment Management
New York
$291M -$6.23M -60,107 -2%
MNA
14
Manning & Napier Advisors
New York
$280M -$4.72M -45,482 -2%
BFA
15
BlackRock Fund Advisors
California
$274M +$36.2M +349,304 +16%
GIM
16
Generation Investment Management
United Kingdom
$270M -$114M -1,101,874 -31%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$253M +$31.3M +301,519 +15%
JP Morgan Chase
18
JP Morgan Chase
New York
$200M -$2.08M -20,077 -1%
YAM
19
Yacktman Asset Management
Texas
$194M -$663K -6,393 -0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$191M +$14.8M +143,228 +9%
AllianceBernstein
21
AllianceBernstein
Tennessee
$186M -$1.04M -10,038 -0.6%
Goldman Sachs
22
Goldman Sachs
New York
$163M +$4.39M +42,376 +3%
JHIU
23
Janus Henderson Investors US
Colorado
$161M +$26.6M +256,441 +21%
Norges Bank
24
Norges Bank
Norway
$161M -$22.5M -217,306 -13%
Citadel Advisors
25
Citadel Advisors
Florida
$159M -$9.95M -95,928 -6%

BDX Hedge Fund Activity: Q4 2013 in Review

830 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q4 2013, worth a combined $17.6B — up 9.1% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new BDX positions and 45 closed out — a net gain of 37 holders — while 235 added to existing stakes and 373 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $120M. The largest seller was Generation Investment Management, cutting an estimated $114M.

  • 830 institutional investors held Becton Dickinson (BDX) as of Q4 2013, up from 803 in Q3 2013.
  • Funds reported $17.6B of Becton Dickinson stock for Q4 2013, up 9.1% quarter-over-quarter.
  • 82 funds opened new Becton Dickinson positions in Q4 2013 and 45 closed out, a net change of +37 holders.
  • The largest Becton Dickinson buyer in Q4 2013 was Westwood Holdings Group, an estimated $120M added.
  • The largest Becton Dickinson seller in Q4 2013 was Generation Investment Management, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2013.