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Becton Dickinson

1,068 hedge funds and large institutions have $40B invested in Becton Dickinson in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 379 increasing their positions, 422 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.41% more ownership

Funds ownership: 90.64%92.05% (+1.4%)

2% more capital invested

Capital invested by funds: $39.2B → $40B (+$783M)

0% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 66

1% less funds holding

Funds holding: 1,0791,068 (-11)

10% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 422

21% less funds holding in top 10

Funds holding in top 10: 6249 (-13)

49% less call options, than puts

Call options by funds: $58.5M | Put options by funds: $114M

Holders
1,068
Holders Change
-11
Holders Change %
-1.02%
% of All Funds
26.63%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
1.22%
New
66
Increased
379
Reduced
422
Closed
66
Calls
$58.5M
Puts
$114M
Net Calls
-$55.2M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.91B +$532M +2,743,128 +10%
BlackRock
2
BlackRock
New York
$3.48B +$12.6M +64,948 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.45B +$65.8M +339,342 +2%
State Street
4
State Street
Massachusetts
$1.95B -$66.1M -340,693 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.91B +$691M +3,564,063 +55%
JP Morgan Chase
6
JP Morgan Chase
New York
$785M +$80.3M +414,069 +11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$715M -$820K -4,227 -0.1%
Franklin Resources
8
Franklin Resources
California
$712M +$8.35M +43,061 +1%
Wells Fargo
9
Wells Fargo
California
$696M +$18.9M +97,365 +3%
PI
10
Putnam Investments
Massachusetts
$660M -$772K -3,982 -0.1%
Bank of America
11
Bank of America
North Carolina
$582M +$92.1M +474,873 +18%
Northern Trust
12
Northern Trust
Illinois
$570M +$18.8M +96,981 +3%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$527M -$18.6M -95,698 -3%
JIM
14
Jensen Investment Management
Oregon
$463M -$2.57M -13,242 -0.5%
Fundsmith LLP
15
Fundsmith LLP
United Kingdom
$446M -$134K -692 -0%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$419M +$9.98M +51,493 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$389M -$3.78M -19,482 -0.9%
GIM
18
Generation Investment Management
United Kingdom
$388M -$2.39M -12,317 -0.6%
Norges Bank
19
Norges Bank
Norway
$385M
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$353M +$4.92M +25,380 +1%
FPP
21
Findlay Park Partners
United Kingdom
$346M +$7.95M +41,000 +2%
Artisan Partners
22
Artisan Partners
Wisconsin
$283M -$21.9M -113,184 -7%
Deutsche Bank
23
Deutsche Bank
Germany
$279M +$32M +164,830 +13%
PPA
24
Parametric Portfolio Associates
Washington
$263M +$8.62M +44,481 +3%
Invesco
25
Invesco
Georgia
$261M -$9.58M -49,412 -3%

BDX Hedge Fund Activity: Q3 2017 in Review

1,068 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q3 2017, worth a combined $40B — up 2% from $39.2B a quarter earlier.

Fund positioning in BDX was balanced in Q3 2017: 66 funds opened new positions, 66 closed out, 379 added to existing stakes and 422 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $691M. The largest seller was Bank of Montreal, cutting an estimated $146M.

  • 1,068 institutional investors held Becton Dickinson (BDX) as of Q3 2017, down from 1,079 in Q2 2017.
  • Funds reported $40B of Becton Dickinson stock for Q3 2017, up 2% quarter-over-quarter.
  • 66 funds opened new Becton Dickinson positions in Q3 2017 and 66 closed out, a net change of 0 holders.
  • The largest Becton Dickinson buyer in Q3 2017 was Fidelity Investments, an estimated $691M added.
  • The largest Becton Dickinson seller in Q3 2017 was Bank of Montreal, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2017.