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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
RIL
401
Rothschild Investment LLC
Illinois
$765K -$110K -2,585 -11%
Cetera Investment Advisers
402
Cetera Investment Advisers
Illinois
$763K +$505K +11,862 +142%
SIS
403
Strategic Investment Solutions
Illinois
$759K +$747K +17,546 +6,244%
ETC
404
Exchange Traded Concepts
Oklahoma
$753K -$174K -4,085 -17%
PAM
405
Paradigm Asset Management
New York
$751K -$51.1K -1,200 -6%
OTL
406
Oak Thistle LLC
New York
$748K +$621K +14,572 +278%
AC
407
Addison Capital
Pennsylvania
$747K -$25.9K -609 -3%
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$743K -$245K -5,755 -23%
Envestnet Portfolio Solutions
409
Envestnet Portfolio Solutions
Illinois
$742K +$838K +19,674 New
IMRF
410
Illinois Municipal Retirement Fund
Illinois
$734K
BBVA
411
Banco Bilbao Vizcaya Argentaria
Spain
$732K -$121K -2,849 -13%
IP
412
Ignite Planners
California
$713K
MGP
413
Metis Global Partners
California
$712K +$140K +3,282 +21%
AWM
414
AE Wealth Management
Kansas
$704K +$342K +8,027 +75%
VI
415
Versor Investments
New York
$703K -$150K -3,529 -16%
MCM
416
Manchester Capital Management
Vermont
$703K -$3.62K -85 -0.5%
UB
417
UMB Bank
Missouri
$701K -$424K -9,949 -35%
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$699K +$15K +352 +2%
HW
419
Hancock Whitney
Mississippi
$693K +$21.7K +510 +3%
PCM
420
Parsons Capital Management
Rhode Island
$690K -$151K -3,545 -16%
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$682K -$433K -10,156 -36%
NB
422
Norinchukin Bank
Japan
$681K -$471K -11,061 -38%
SSB
423
Sandy Spring Bank
Maryland
$678K -$100K -2,351 -12%
MGIA
424
Moneta Group Investment Advisors
Missouri
$676K +$36.9K +867 +5%
PFPT
425
Pinnacle Financial Partners (Tennessee)
Tennessee
$674K -$25.2K -591 -3%

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.