We are live on ! Find out more
BAX icon

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
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$1.26M -$638K -14,985 -31%
NRS
327
Neville Rodie & Shaw
New York
$1.26M -$170 -4 -0%
PA
328
Pinnacle Associates
New York
$1.24M -$172K -4,030 -11%
TCOT
329
Trust Company of Toledo
Ohio
$1.23M -$34K -799 -2%
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$1.23M +$467K +10,970 +51%
BC
331
Bartlett & Co
Ohio
$1.22M -$283K -6,639 -17%
BCWM
332
Bartlett & Co Wealth Management
Ohio
$1.22M -$283K -6,639 -17%
JF
333
Jump Financial
Illinois
$1.2M +$548K +12,874 +68%
CS
334
Candriam SCA
Luxembourg
$1.19M
LSERS
335
Louisiana State Employees Retirement System
Louisiana
$1.19M +$4.26K +100 +0.3%
Allspring Global Investments
336
Allspring Global Investments
North Carolina
$1.18M +$140K +3,295 +12%
LW
337
Linscomb Wealth
Texas
$1.18M +$18.6K +437 +1%
BIA
338
Beacon Investment Advisors
Maryland
$1.17M -$34.7K -815 -3%
WCMNY
339
Westchester Capital Management (New York)
New York
$1.17M -$6M -140,900 -82%
MC
340
Moors & Cabot
Massachusetts
$1.16M +$77.7K +1,825 +6%
Neuberger Berman Group
341
Neuberger Berman Group
New York
$1.16M -$925K -21,706 -41%
KPWS
342
Kestra Private Wealth Services
Texas
$1.15M +$156K +3,664 +14%
RJT
343
Raymond James Trust
Florida
$1.15M -$2.9K -68 -0.2%
CM
344
Caption Management
Oklahoma
$1.15M +$1.3M +30,520 New
SC
345
Savant Capital
Illinois
$1.15M +$3.32K +78 +0.3%
API
346
Advisor Partners II
California
$1.13M +$642K +15,071 +101%
SC
347
Savoie Capital
Illinois
$1.13M +$1.28M +30,000 New
LA
348
Legacy Advisors
Pennsylvania
$1.11M -$42.2K -990 -3%
RI
349
Ridgewood Investments
New Jersey
$1.11M +$48.7K +1,144 +4%
WCM
350
Washington Capital Management
Washington
$1.1M -$200K -4,700 -14%

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.