We are live on ! Find out more
BDX icon

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
LSAG
1051
Lake Street Advisors Group
New Hampshire
$426K +$430K +1,745 New
GA
1052
Geller Advisors
New York
$425K -$1.97K -8 -0.5%
NAS
1053
Nicolet Advisory Services
Wisconsin
$425K -$116K -471 -21%
ZIC
1054
ZWJ Investment Counsel
Georgia
$424K -$23.9K -97 -5%
FHA
1055
First Horizon Advisors
Tennessee
$423K -$21K -85 -5%
EFS
1056
Essex Financial Services
Connecticut
$421K -$28.8K -117 -6%
SAM
1057
Smartleaf Asset Management
Massachusetts
$420K +$429K +1,739 New
FW
1058
FirstPurpose Wealth
Utah
$419K +$11.1K +45 +3%
NG
1059
Northstar Group
New York
$417K +$246 +1 +0.1%
CFA
1060
CWS Financial Advisors
Michigan
$417K -$42.9K -174 -9%
HFM
1061
Hartford Funds Management
Pennsylvania
$417K +$421K +1,709 New
GSEP
1062
Golden State Equity Partners
California
$416K +$35.2K +143 +9%
ACM
1063
Advisors Capital Management
New Jersey
$416K +$420K +1,704 New
MFC
1064
Mechanics Financial Corp
Ohio
$415K -$24.6K -100 -6%
TBWA
1065
Three Bridge Wealth Advisors
California
$413K -$73.5K -298 -15%
CBT
1066
CoreFirst Bank & Trust
Kansas
$413K
TFA
1067
Tranquilli Financial Advisor
New Jersey
$411K -$18K -73 -4%
SMC
1068
Smith, Moore & Co
Missouri
$410K -$33.5K -136 -7%
RMC
1069
Resources Management Corp
Connecticut
$409K -$12.3K -50 -3%
KCFA
1070
Key Client Fiduciary Advisors
New Jersey
$408K -$29.6K -120 -7%
ATPW
1071
Ashton Thomas Private Wealth
Arizona
$408K +$2.22K +9 +0.5%
WTB
1072
Washington Trust Bank
Washington
$408K -$1.23K -5 -0.3%
MNBTD
1073
Moody National Bank Trust Division
Texas
$405K -$765K -3,104 -65%
EFA
1074
Evernest Financial Advisors
Indiana
$405K +$410K +1,663 New
TIM
1075
Tevis Investment Management
Texas
$404K -$2.22K -9 -0.5%

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.