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Baxter International

909 hedge funds and large institutions have $16.9B invested in Baxter International in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 285 increasing their positions, 379 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $293M | Put options by funds: $121M

1.36% more ownership

Funds ownership: 87.1%88.46% (+1.4%)

7% less funds holding

Funds holding: 981909 (-72)

16% less capital invested

Capital invested by funds: $20.1B → $16.9B (-$3.16B)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

25% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 379

42% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 132

Holders
909
Holders Change
-72
Holders Change %
-7.34%
% of All Funds
14.43%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
77
Increased
285
Reduced
379
Closed
132
Calls
$293M
Puts
$121M
Net Calls
+$173M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
301
Cresset Asset Management
Illinois
$1.55M +$449K +10,535 +35%
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$1.51M +$217K +5,095 +15%
BOC
303
Barbara Oil Co
Illinois
$1.51M
Teacher Retirement System of Texas
304
Teacher Retirement System of Texas
Texas
$1.48M +$40.2K +944 +2%
OPERF
305
Oregon Public Employees Retirement Fund
Oregon
$1.48M -$8.52K -200 -0.5%
MSRPS
306
Maryland State Retirement & Pension System
Maryland
$1.46M
JMPWA
307
JP Morgan Private Wealth Advisors
California
$1.44M +$1.62M +38,129 New
KeyBank National Association
308
KeyBank National Association
Ohio
$1.44M -$67.6K -1,586 -4%
HIMC
309
Heritage Investors Management Corp
Maryland
$1.44M +$44.6K +1,048 +3%
PI
310
PineBridge Investments
New York
$1.42M +$1.6M +37,648 New
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$1.41M -$112K -2,627 -7%
LSA
312
Leonteq Securities AG
Switzerland
$1.41M +$1.06M +24,828 +197%
O
313
Ossiam
France
$1.41M +$364K +8,536 +30%
CAN
314
Cetera Advisor Networks
California
$1.39M +$434K +10,191 +38%
DADC
315
D.A. Davidson & Co
Montana
$1.38M -$103K -2,415 -6%
SAM
316
Securian Asset Management
Minnesota
$1.37M -$209K -4,917 -12%
GCC
317
Guardian Capital (Canada)
Ontario, Canada
$1.36M -$461K -10,822 -23%
BFS
318
Bradley Foster & Sargent
Connecticut
$1.35M
BBHC
319
Brown Brothers Harriman & Co
New York
$1.33M -$260K -6,095 -15%
DWT
320
Dorsey & Whitney Trust
South Dakota
$1.32M -$125K -2,931 -8%
HIMCH
321
Hartford Investment Management Co (HIMCO)
Connecticut
$1.3M -$36.3K -851 -2%
PFO
322
Pathstone Family Office
New Jersey
$1.29M +$1.02M +24,028 +238%
SC
323
Searle & Co
Connecticut
$1.27M
TPCW
324
TD Private Client Wealth
New York
$1.27M +$195K +4,579 +16%
CIA
325
Cascade Investment Advisors
Oregon
$1.27M -$63K -1,480 -4%

BAX Hedge Fund Activity: Q3 2023 in Review

909 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q3 2023, worth a combined $16.9B — down 16% from $20.1B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of BAX and 77 opened new positions — a net loss of 55 holders — while 379 trimmed existing stakes and 285 added.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $420M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $377M sold.

  • 909 institutional investors held Baxter International (BAX) as of Q3 2023, down from 981 in Q2 2023.
  • Funds reported $16.9B of Baxter International stock for Q3 2023, down 16% quarter-over-quarter.
  • 77 funds opened new Baxter International positions in Q3 2023 and 132 closed out, a net change of -55 holders.
  • The largest Baxter International buyer in Q3 2023 was Dodge & Cox, an estimated $420M added.
  • The largest Baxter International seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $377M sold.

Based on aggregated 13F filings for Q3 2023.