Position in BDX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$127,637,897
+$71,390,996 QoQ
Shares Held
811,791
+120.2% QoQ
Ownership
0.295%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Derivatives in BDX
reported options exposure · as of Dec 31, 2025CallValue
$3,814,270
CallShares
25,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CITIGROUP INC holds $871,964,377 across 43 Medical Instruments & Supplies names. BDX ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
630,762 | $290,774,973 | |
| 2 | BDX |
Becton Dickinson & Co
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|
811,791 | $127,637,897 | |
| 3 | ALC |
Alcon Inc
|
1,439,823 | $108,490,662 | |
| 4 | RMD |
Resmed Inc
|
390,082 | $87,565,606 | |
| 5 | MMSI |
Merit Medical Systems Inc
|
1,062,715 | $73,252,944 | |
| 6 | HOLX |
HOLOGIC INC
|
537,511 | $40,630,455 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
142,434 | $35,699,656 | |
| 8 | ALGN |
Align Technology Inc
|
115,646 | $19,825,193 |
All Filings in BDX
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $127,637,897 | 811,791 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $56,246,901 | 368,661 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $3,814,270 | 25,000 | Call | Defined | 2026-02-13 | |
| 2025-09-30 | $52,910,093 | 359,575 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $48,074,687 | 355,013 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $68,723,935 | 381,633 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $25,520,017 | 143,084 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $34,661,529 | 182,868 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $55,754,539 | 303,452 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $603,062 | 3,100 | Call | Defined | 2024-05-10 | |
| 2024-03-31 | $37,531,088 | 192,926 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,875,353 | 15,000 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $42,475,096 | 221,582 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $3,488,761 | 18,200 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $43,853,360 | 215,764 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $46,676,626 | 224,888 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $34,746,866 | 178,549 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $35,968,856 | 179,915 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $28,313,945 | 161,627 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $24,343,866 | 125,605 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $37,425,447 | 183,441 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $35,672,806 | 184,946 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $36,487,999 | 193,528 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $36,569,331 | 196,057 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $51,533,131 | 276,327 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $12,301,809 | 64,100 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $17,061,323 | 88,900 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $50,924,114 | 265,346 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $15,490,588 | 86,800 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $45,262,853 | 253,626 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $12,099,791 | 67,800 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $80,452,557 | 438,392 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $21,691,756 | 118,200 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $14,167,542 | 77,200 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $9,357,866 | 53,100 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $33,255,139 | 188,702 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $12,741,501 | 72,300 | Put | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||