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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
SWA
1101
Sax Wealth Advisors
New Jersey
$376K +$1.48K +6 +0.4%
SWM
1102
Stockman Wealth Management
Montana
$375K
CWM
1103
Curi Wealth Management
North Carolina
$374K -$986 -4 -0.3%
FIB
1104
First Interstate Bank
Montana
$374K
GIA
1105
Gladstone Institutional Advisory
Florida
$373K +$19.7K +80 +6%
FIM
1106
Freedom Investment Management
Connecticut
$373K -$4.44K -18 -1%
ACA
1107
Anchor Capital Advisors
Massachusetts
$373K -$9.86K -40 -3%
FFA
1108
Farther Finance Advisors
California
$372K +$64.8K +263 +21%
DIP
1109
DT Investment Partners
Pennsylvania
$372K
SWS
1110
SYSTM Wealth Solutions
Illinois
$372K -$202K -819 -35%
PP
1111
PDS Planning
Ohio
$372K -$32.3K -131 -8%
SIM
1112
Sentry Investment Management
Wisconsin
$371K -$40.2K -163 -10%
BIC
1113
Beach Investment Counsel
Pennsylvania
$371K
FNT
1114
First National Trust
Pennsylvania
$369K -$9.12K -37 -2%
FAM
1115
Family Asset Management
South Carolina
$366K -$38.2K -155 -9%
TFF
1116
The Family Firm
Maryland
$366K +$1.48K +6 +0.4%
BSA
1117
Bull Street Advisors
Georgia
$366K
HWMG
1118
Hurlow Wealth Management Group
Indiana
$366K
RCAG
1119
Rehmann Capital Advisory Group
Michigan
$362K -$82.1K -333 -18%
SCM
1120
Schnieders Capital Management
California
$361K -$284K -1,154 -44%
CAM
1121
Cidel Asset Management
Ontario, Canada
$361K +$365K +1,480 New
TWM
1122
Trueblood Wealth Management
Ohio
$360K +$364K +1,477 New
MM
1123
MQS Management
New York
$358K +$362K +1,467 New
MC
1124
Middleton & Co
Massachusetts
$357K -$30.8K -125 -8%
RCYC
1125
Richard C. Young & Co
Rhode Island
$357K +$25.9K +105 +8%

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.