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Becton Dickinson

884 hedge funds and large institutions have $22.8B invested in Becton Dickinson in 2014 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 241 increasing their positions, 388 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more funds holding in top 10

Funds holding in top 10: 1445 (+31)

90% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 58

37% more call options, than puts

Call options by funds: $57M | Put options by funds: $41.6M

24% more capital invested

Capital invested by funds: $18.5B → $22.8B (+$4.39B)

4% more funds holding

Funds holding: 846884 (+38)

0.28% more ownership

Funds ownership: 86.87%87.15% (+0.28%)

38% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 388

Holders
884
Holders Change
+38
Holders Change %
+4.49%
% of All Funds
23.57%
Holding in Top 10
45
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+221.43%
% of All Funds
1.2%
New
110
Increased
241
Reduced
388
Closed
58
Calls
$57M
Puts
$41.6M
Net Calls
+$15.4M
Net Calls Change
+$3.66M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.74B +$7.51M +58,730 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.58B +$44.1M +345,025 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.35B +$735M +5,744,663 +137%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.06B +$585M +4,577,573 +143%
BIT
5
BlackRock Institutional Trust
California
$743M -$18.1M -141,637 -3%
Franklin Resources
6
Franklin Resources
California
$548M -$14.7M -115,225 -3%
Wells Fargo
7
Wells Fargo
California
$419M -$28.7M -224,454 -7%
JIM
8
Jensen Investment Management
Oregon
$415M -$8.45M -66,099 -2%
BFA
9
BlackRock Fund Advisors
California
$414M +$21.3M +166,609 +6%
Renaissance Technologies
10
Renaissance Technologies
New York
$369M +$59.1M +461,865 +20%
Northern Trust
11
Northern Trust
Illinois
$354M -$10.9M -85,241 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$348M +$91.7M +716,945 +39%
Invesco
13
Invesco
Georgia
$344M -$32.8M -256,174 -9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$329M -$26.3M -205,523 -8%
GIM
15
Generation Investment Management
United Kingdom
$275M -$72.1M -563,588 -22%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$269M -$55.9M -437,076 -18%
BA
17
BlackRock Advisors
Delaware
$266M +$30.7M +239,707 +14%
BG
18
BlackRock Group
United Kingdom
$263M +$19.9M +155,847 +9%
Bessemer Group
19
Bessemer Group
New Jersey
$254M +$7.04M +55,052 +3%
Fundsmith LLP
20
Fundsmith LLP
United Kingdom
$239M +$24.8M +193,818 +12%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$227M +$12.6M +98,515 +6%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$221M +$191M +1,492,234 +1,088%
JHIU
23
Janus Henderson Investors US
Colorado
$215M -$22.1M -172,600 -10%
WHG
24
Westwood Holdings Group
Texas
$211M -$4.76M -37,179 -2%
Norges Bank
25
Norges Bank
Norway
$210M +$4.2M +32,838 +2%

BDX Hedge Fund Activity: Q4 2014 in Review

884 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q4 2014, worth a combined $22.8B — up 24% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new BDX positions and 58 closed out — a net gain of 52 holders — while 241 added to existing stakes and 388 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $735M. The largest seller was Pzena Investment Management, cutting an estimated $305M.

  • 884 institutional investors held Becton Dickinson (BDX) as of Q4 2014, up from 846 in Q3 2014.
  • Funds reported $22.8B of Becton Dickinson stock for Q4 2014, up 24% quarter-over-quarter.
  • 110 funds opened new Becton Dickinson positions in Q4 2014 and 58 closed out, a net change of +52 holders.
  • The largest Becton Dickinson buyer in Q4 2014 was T. Rowe Price Associates, an estimated $735M added.
  • The largest Becton Dickinson seller in Q4 2014 was Pzena Investment Management, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2014.