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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
IRC
1476
Investors Research Corp
Georgia
$27.3K +$4.68K +19 +20%
BG
1477
Bollard Group
Massachusetts
$27K +$246 +1 +0.9%
LFA
1478
Livelsberger Financial Advisory
Ohio
$26.6K +$26.9K +109 New
OAJ
1479
Ogorek Anthony Joseph
New York
$26K
WPA
1480
West Paces Advisors
Georgia
$25.6K -$5.42K -22 -17%
ITIM
1481
Indiana Trust & Investment Management
Indiana
$25.4K
IFAM
1482
Institutional & Family Asset Management
Colorado
$25.4K +$1.23K +5 +5%
CSWM
1483
Cassady Schiller Wealth Management
Ohio
$25.1K
LFA
1484
Level Financial Advisors
New York
$25.1K
AWM
1485
Abound Wealth Management
Tennessee
$24.9K +$2.22K +9 +10%
FWM
1486
Focused Wealth Management
New York
$24.4K
AIMA
1487
Ables Iannone Moore & Associates
Georgia
$24.4K +$24.6K +100 New
NFA
1488
Northwest Financial Advisors
Virginia
$24.4K +$24.6K +100 New
RTL
1489
Red Tortoise LLC
Georgia
$24.1K
SIS
1490
Sound Income Strategies
Florida
$24.1K
LFG
1491
Larson Financial Group
Missouri
$24.1K +$739 +3 +3%
MFA
1492
McClarren Financial Advisors
Pennsylvania
$24K
BWL
1493
Bogart Wealth LLC
Virginia
$23.7K
HCM
1494
Hollencrest Capital Management
California
$23.4K +$22.2K +90 +1,500%
GKIM
1495
GW&K Investment Management
Massachusetts
$23K +$986 +4 +4%
TAM
1496
Tucker Asset Management
Colorado
$22.7K
Kayne Anderson Rudnick Investment Management
1497
Kayne Anderson Rudnick Investment Management
California
$22.4K +$1.23K +5 +6%
FDCP
1498
Foster Dykema Cabot & Partners
Massachusetts
$22.2K +$22.4K +91 New
RFS
1499
Richardson Financial Services
Massachusetts
$22.2K +$22.4K +91 New
ODG
1500
O'Dell Group
Ohio
$22.1K +$22.4K +91 New

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.