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Baxter International

981 hedge funds and large institutions have $20.1B invested in Baxter International in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 297 increasing their positions, 386 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 79

34% more call options, than puts

Call options by funds: $213M | Put options by funds: $159M

12% more capital invested

Capital invested by funds: $17.9B → $20.1B (+$2.16B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more funds holding

Funds holding: 955981 (+26)

0.15% less ownership

Funds ownership: 87.25%87.1% (-0.15%)

23% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 386

Holders
981
Holders Change
+26
Holders Change %
+2.72%
% of All Funds
15.4%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
112
Increased
297
Reduced
386
Closed
79
Calls
$213M
Puts
$159M
Net Calls
+$54.4M
Net Calls Change
-$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
401
Versor Investments
New York
$1.01M -$393K -9,035 -29%
EAM
402
EFG Asset Management
Oregon
$1.01M +$962K +22,100 New
MLICM
403
Metropolitan Life Insurance Company (MetLife)
New York
$1M -$23K -529 -2%
CIC
404
Cornercap Investment Counsel
Georgia
$1,000K -$13.5K -309 -1%
PCM
405
Parsons Capital Management
Rhode Island
$994K -$84.7K -1,944 -8%
QP
406
Quilter Plc
United Kingdom
$992K
OSAM
407
O'Shaughnessy Asset Management
Connecticut
$980K +$9.76K +224 +1%
WorldQuant Millennium Advisors
408
WorldQuant Millennium Advisors
New York
$980K -$29M -666,648 -97%
PAG
409
Private Advisor Group
New Jersey
$977K +$182K +4,170 +24%
PAM
410
Paradigm Asset Management
New York
$961K +$780K +17,900 +559%
GCP
411
GSA Capital Partners
United Kingdom
$959K -$108K -2,481 -11%
4WM
412
44 Wealth Management
Oregon
$959K -$4.79K -110 -0.5%
PCM
413
Perkins Capital Management
Minnesota
$954K +$912K +20,934 New
BMSSC
414
B. Metzler seel. Sohn & Co
Germany
$947K -$350K -8,033 -28%
CT
415
Chicago Trust
Illinois
$942K -$109K -2,503 -11%
CF
416
Cantor Fitzgerald
New York
$932K +$891K +20,452 New
CA
417
Cullinan Associates
Kentucky
$929K
AC
418
Addison Capital
Pennsylvania
$929K
SSB
419
Sandy Spring Bank
Maryland
$925K -$77.3K -1,775 -8%
WHCI
420
W.H. Cornerstone Investments
Massachusetts
$924K -$41.1K -943 -4%
BPA
421
Beacon Pointe Advisors
California
$905K +$26.2K +602 +3%
JC
422
Jacobs & Co
California
$886K -$1.24M -28,369 -59%
IMRF
423
Illinois Municipal Retirement Fund
Illinois
$886K
IP
424
Ignite Planners
California
$872K
V
425
Veritable
Delaware
$868K -$46.8K -1,074 -5%

BAX Hedge Fund Activity: Q2 2023 in Review

981 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q2 2023, worth a combined $20.1B — up 12% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new BAX positions and 79 closed out — a net gain of 33 holders — while 297 added to existing stakes and 386 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $264M. The largest seller was Morgan Stanley, cutting an estimated $343M.

  • 981 institutional investors held Baxter International (BAX) as of Q2 2023, up from 955 in Q1 2023.
  • Funds reported $20.1B of Baxter International stock for Q2 2023, up 12% quarter-over-quarter.
  • 112 funds opened new Baxter International positions in Q2 2023 and 79 closed out, a net change of +33 holders.
  • The largest Baxter International buyer in Q2 2023 was T. Rowe Price Associates, an estimated $264M added.
  • The largest Baxter International seller in Q2 2023 was Morgan Stanley, an estimated $343M sold.

Based on aggregated 13F filings for Q2 2023.