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Becton Dickinson

1,346 hedge funds and large institutions have $51.5B invested in Becton Dickinson in 2018 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 445 increasing their positions, 523 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 109

2% more funds holding

Funds holding: 1,3161,346 (+30)

0.34% less ownership

Funds ownership: 87.63%87.29% (-0.34%)

10% less funds holding in top 10

Funds holding in top 10: 8072 (-8)

14% less capital invested

Capital invested by funds: $59.6B → $51.5B (-$8.05B)

15% less repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 523

19% less call options, than puts

Call options by funds: $116M | Put options by funds: $143M

Holders
1,346
Holders Change
+30
Holders Change %
+2.28%
% of All Funds
29.99%
Holding in Top 10
72
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10%
% of All Funds
1.6%
New
149
Increased
445
Reduced
523
Closed
109
Calls
$116M
Puts
$143M
Net Calls
-$26.8M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$7.53B -$65.8M -283,546 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.03B +$153M +661,223 +3%
BlackRock
3
BlackRock
New York
$4.37B +$84.5M +364,103 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.83B -$86M -370,662 -2%
State Street
5
State Street
Massachusetts
$2.46B +$34.5M +148,691 +1%
Fundsmith LLP
6
Fundsmith LLP
United Kingdom
$975M -$1.75M -7,519 -0.2%
JP Morgan Chase
7
JP Morgan Chase
New York
$902M -$148M -636,023 -13%
Franklin Resources
8
Franklin Resources
California
$832M -$9.18M -39,532 -1%
Wells Fargo
9
Wells Fargo
California
$797M -$6.31M -27,200 -0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$722M +$53.1M +228,796 +7%
Northern Trust
11
Northern Trust
Illinois
$721M +$21.8M +93,853 +3%
PI
12
Putnam Investments
Massachusetts
$664M -$93.6M -403,366 -12%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$636M -$26.6M -114,414 -4%
Bank of America
14
Bank of America
North Carolina
$622M +$19.5M +84,047 +3%
Morgan Stanley
15
Morgan Stanley
New York
$594M -$32M -137,861 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$553M -$14.3M -61,566 -2%
Norges Bank
17
Norges Bank
Norway
$516M -$2.37M -10,227 -0.4%
FPP
18
Findlay Park Partners
United Kingdom
$462M +$60.7M +261,375 +14%
JIM
19
Jensen Investment Management
Oregon
$460M +$22.9M +98,677 +5%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$438M +$100M +432,371 +28%
Mawer Investment Management
21
Mawer Investment Management
Alberta, Canada
$387M +$8.61M +37,100 +2%
Invesco
22
Invesco
Georgia
$301M -$21.7M -93,543 -6%
CG
23
Carmignac Gestion
France
$285M +$10.5M +45,222 +4%
Legal & General Group
24
Legal & General Group
United Kingdom
$285M +$18.4M +79,304 +7%
CSIA
25
Charles Schwab Investment Advisory
California
$271M -$818K -3,523 -0.3%

BDX Hedge Fund Activity: Q4 2018 in Review

1,346 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q4 2018, worth a combined $51.5B — down 14% from $59.6B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new BDX positions and 109 closed out — a net gain of 40 holders — while 445 added to existing stakes and 523 trimmed.

The largest buyer was Vanguard Group, adding an estimated $153M. The largest seller was 1832 Asset Management, cutting an estimated $170M.

  • 1,346 institutional investors held Becton Dickinson (BDX) as of Q4 2018, up from 1,316 in Q3 2018.
  • Funds reported $51.5B of Becton Dickinson stock for Q4 2018, down 14% quarter-over-quarter.
  • 149 funds opened new Becton Dickinson positions in Q4 2018 and 109 closed out, a net change of +40 holders.
  • The largest Becton Dickinson buyer in Q4 2018 was Vanguard Group, an estimated $153M added.
  • The largest Becton Dickinson seller in Q4 2018 was 1832 Asset Management, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2018.