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Becton Dickinson

1,602 hedge funds and large institutions have $62.4B invested in Becton Dickinson in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 596 increasing their positions, 617 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 113

1% more funds holding

Funds holding: 1,5921,602 (+10)

3% less capital invested

Capital invested by funds: $64.1B → $62.4B (-$1.64B)

3% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 617

3.42% less ownership

Funds ownership: 90.77%87.35% (-3.4%)

15% less call options, than puts

Call options by funds: $187M | Put options by funds: $219M

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,602
Holders Change
+10
Holders Change %
+0.63%
% of All Funds
23.08%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
143
Increased
596
Reduced
617
Closed
113
Calls
$187M
Puts
$219M
Net Calls
-$32M
Net Calls Change
-$240M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
801
Jacobi Capital Management
Pennsylvania
$1.04M -$47.9K -200 -5%
JIC
802
Joel Isaacson & Co
New York
$1.04M -$4.79K -20 -0.5%
GHA
803
GW Henssler & Associates
Georgia
$1.03M -$22.7K -95 -2%
SQA
804
Simon Quick Advisors
New Jersey
$1.02M +$21.1K +88 +2%
SAM
805
Synergy Asset Management
Washington
$1.01M +$981K +4,097 New
DA
806
Dover Advisors
Virginia
$1.01M +$435K +1,819 +81%
MOS
807
MGO One Seven
Ohio
$1.01M +$331K +1,383 +51%
EWM
808
Evercore Wealth Management
New York
$1M -$3.83K -16 -0.4%
WCF
809
West Coast Financial
California
$994K -$53.9K -225 -5%
CP
810
Cumberland Partners
Ontario, Canada
$990K +$957K +3,999 New
MHIC
811
Marble Harbor Investment Counsel
Massachusetts
$988K -$162K -676 -14%
QCM
812
Quantinno Capital Management
New York
$985K -$784K -3,275 -45%
MMPW
813
Mitchell McLeod Pugh & Williams
Alabama
$984K +$5.75K +24 +0.6%
OIA
814
OneDigital Investment Advisors
Kansas
$982K -$227K -950 -19%
SFP
815
Sterling Financial Planning
New Jersey
$981K -$27.8K -116 -3%
CWM
816
Circle Wealth Management
New Jersey
$979K +$71.3K +298 +8%
ST
817
Smithfield Trust
Pennsylvania
$978K -$48.6K -203 -5%
GLR
818
Great Lakes Retirement
Ohio
$975K +$113K +474 +14%
PFGIA
819
Patriot Financial Group Insurance Agency
Massachusetts
$956K +$122K +509 +15%
WCM
820
Whitener Capital Management
North Carolina
$953K -$18K -75 -2%
ICP
821
Ironvine Capital Partners
Nebraska
$953K
AAM
822
Advisors Asset Management
Colorado
$953K +$35K +146 +4%
KFGK
823
Keystone Financial Group (Kentucky)
Kentucky
$952K +$71.8K +300 +8%
Lazard Asset Management
824
Lazard Asset Management
New York
$952K +$920K +3,845 +96,125%
FPF
825
First Pacific Financial
Washington
$947K +$40K +167 +5%

BDX Hedge Fund Activity: Q1 2024 in Review

1,602 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q1 2024, worth a combined $62.4B — down 2.6% from $64.1B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new BDX positions and 113 closed out — a net gain of 30 holders — while 596 added to existing stakes and 617 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $341M. The largest seller was Morgan Stanley, cutting an estimated $2.56B.

  • 1,602 institutional investors held Becton Dickinson (BDX) as of Q1 2024, up from 1,592 in Q4 2023.
  • Funds reported $62.4B of Becton Dickinson stock for Q1 2024, down 2.6% quarter-over-quarter.
  • 143 funds opened new Becton Dickinson positions in Q1 2024 and 113 closed out, a net change of +30 holders.
  • The largest Becton Dickinson buyer in Q1 2024 was Nordea Investment Management, an estimated $341M added.
  • The largest Becton Dickinson seller in Q1 2024 was Morgan Stanley, an estimated $2.56B sold.

Based on aggregated 13F filings for Q1 2024.