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Becton Dickinson

1,593 hedge funds and large institutions have $64.1B invested in Becton Dickinson in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 498 increasing their positions, 659 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $523M | Put options by funds: $315M

52% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 124

3% more funds holding

Funds holding: 1,5531,593 (+40)

2.24% more ownership

Funds ownership: 88.53%90.77% (+2.2%)

4% less capital invested

Capital invested by funds: $66.4B → $64.1B (-$2.36B)

24% less repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 659

44% less funds holding in top 10

Funds holding in top 10: 3218 (-14)

Holders
1,593
Holders Change
+40
Holders Change %
+2.58%
% of All Funds
23.22%
Holding in Top 10
18
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-43.75%
% of All Funds
0.26%
New
188
Increased
498
Reduced
659
Closed
124
Calls
$523M
Puts
$315M
Net Calls
+$208M
Net Calls Change
-$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
976
First Trust Direct Indexing
Massachusetts
$539K -$62.6K -254 -10%
LF
977
LifePlan Financial
Minnesota
$538K +$544K +2,208 New
CIM
978
CIM Investment Management
Pennsylvania
$538K
Bank Julius Baer & Co
979
Bank Julius Baer & Co
Switzerland
$538K -$1.22M -4,936 -69%
HAG
980
HF Advisory Group
Maryland
$537K +$243K +984 +81%
APW
981
Acima Private Wealth
Virginia
$536K -$43.1K -175 -7%
TTWM
982
TCV Trust & Wealth Management
Virginia
$536K -$1.23K -5 -0.2%
MC
983
Maverick Capital
Texas
$536K -$532K -2,160 -50%
ISWM
984
Independent Solutions Wealth Management
New York
$535K -$986 -4 -0.2%
SFSG
985
Sound Financial Strategies Group
Mississippi
$534K -$318K -1,290 -37%
MYIA
986
Mount Yale Investment Advisors
Colorado
$533K +$9.86K +40 +2%
UAS
987
United Asset Strategies
New York
$531K -$3.29M -13,336 -86%
B
988
Barings
North Carolina
$531K
QI
989
Qtron Investments
Massachusetts
$521K -$301K -1,222 -36%
FCIM
990
Fairview Capital Investment Management
California
$514K -$6.16K -25 -1%
BFG
991
Berger Financial Group
Minnesota
$514K -$40.2K -163 -7%
ACA
992
Aptus Capital Advisors
Alabama
$513K -$54.2K -220 -9%
BFPW
993
BOK Financial Private Wealth
Colorado
$512K +$24.6K +100 +5%
MW
994
Marks Wealth
Maryland
$506K
MWM
995
Marietta Wealth Management
Georgia
$506K
GW
996
GW & Wade
Massachusetts
$504K -$739 -3 -0.1%
FFA
997
Fragasso Financial Advisors
Pennsylvania
$504K +$1.48K +6 +0.3%
CAM
998
Congress Asset Management
Massachusetts
$504K -$361K -1,466 -42%
EAM
999
Erste Asset Management
Austria
$499K -$244K -988 -32%
PWAM
1000
Pinnacle West Asset Management
Wyoming
$499K +$14.8K +60 +3%

BDX Hedge Fund Activity: Q4 2023 in Review

1,593 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Becton Dickinson (BDX) for Q4 2023, worth a combined $64.1B — down 3.5% from $66.4B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new BDX positions and 124 closed out — a net gain of 64 holders — while 498 added to existing stakes and 659 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.77B. The largest seller was T. Rowe Price Associates, cutting an estimated $618M.

  • 1,593 institutional investors held Becton Dickinson (BDX) as of Q4 2023, up from 1,553 in Q3 2023.
  • Funds reported $64.1B of Becton Dickinson stock for Q4 2023, down 3.5% quarter-over-quarter.
  • 188 funds opened new Becton Dickinson positions in Q4 2023 and 124 closed out, a net change of +64 holders.
  • The largest Becton Dickinson buyer in Q4 2023 was Morgan Stanley, an estimated $2.77B added.
  • The largest Becton Dickinson seller in Q4 2023 was T. Rowe Price Associates, an estimated $618M sold.

Based on aggregated 13F filings for Q4 2023.