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Baxter International

896 hedge funds and large institutions have $17.8B invested in Baxter International in 2024 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 305 increasing their positions, 318 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 93

19% more call options, than puts

Call options by funds: $132M | Put options by funds: $111M

17% more capital invested

Capital invested by funds: $15.2B → $17.8B (+$2.54B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.58% more ownership

Funds ownership: 89.4%91.98% (+2.6%)

2% more funds holding

Funds holding: 877896 (+19)

4% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 318

Holders
896
Holders Change
+19
Holders Change %
+2.17%
% of All Funds
12.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
119
Increased
305
Reduced
318
Closed
93
Calls
$132M
Puts
$111M
Net Calls
+$20.9M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
401
Perigon Wealth Management
California
$668K +$49.6K +1,349 +8%
MGIA
402
Moneta Group Investment Advisors
Missouri
$667K -$74.6K -2,031 -10%
EF
403
Empirical Finance
Pennsylvania
$666K +$14.1K +384 +2%
UB
404
Umpqua Bank
Oregon
$666K +$37.8K +1,028 +6%
PCM
405
Perkins Capital Management
Minnesota
$662K -$113K -3,084 -15%
PGFC
406
Peapack-Gladstone Financial Corp
New Jersey
$659K +$18.9K +514 +3%
EWA
407
Exencial Wealth Advisors
Oklahoma
$659K +$201K +5,470 +46%
MGP
408
Metis Global Partners
California
$657K +$15.8K +429 +3%
HH
409
Hilltop Holdings
Texas
$654K +$72.6K +1,975 +13%
PFPT
410
Pinnacle Financial Partners (Tennessee)
Tennessee
$644K -$33.1K -900 -5%
Parallax Volatility Advisers
411
Parallax Volatility Advisers
California
$644K +$469K +12,776 +305%
IMCOOI
412
Investment Management Corp of Ontario (IMCO)
Canada
$642K +$209K +5,700 +51%
MCC
413
Money Concepts Capital
Florida
$634K +$45.5K +1,238 +8%
SF
414
Symphony Financial
Texas
$632K +$304K +8,277 +94%
WSFS
415
Wilmington Savings Fund Society
Delaware
$630K +$610K +16,600 New
ETC
416
Exchange Traded Concepts
Oklahoma
$625K -$86.4K -2,351 -13%
MCM
417
Mattern Capital Management
Colorado
$623K +$75.2K +2,046 +14%
GL
418
Graypoint LLC
New York
$621K +$4.33K +118 +0.7%
Envestnet Portfolio Solutions
419
Envestnet Portfolio Solutions
Illinois
$618K +$18.3K +498 +3%
MFIM
420
Mesirow Financial Investment Management
Illinois
$615K -$14.7K -399 -2%
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$614K -$105K -2,855 -15%
NMIMC
422
Northwestern Mutual Investment Management Company
Wisconsin
$614K -$1.73K -47 -0.3%
HSA
423
HBK Sorce Advisory
Pennsylvania
$612K +$592K +16,105 New
PCM
424
Poehling Capital Management
Wisconsin
$607K -$28.5K -777 -5%
OPTFSNA
425
Old Point Trust & Financial Services N A
Virginia
$606K -$7.35K -200 -1%

BAX Hedge Fund Activity: Q3 2024 in Review

896 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q3 2024, worth a combined $17.8B — up 17% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new BAX positions and 93 closed out — a net gain of 26 holders — while 305 added to existing stakes and 318 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $627M. The largest seller was Fidelity Investments, cutting an estimated $110M.

  • 896 institutional investors held Baxter International (BAX) as of Q3 2024, up from 877 in Q2 2024.
  • Funds reported $17.8B of Baxter International stock for Q3 2024, up 17% quarter-over-quarter.
  • 119 funds opened new Baxter International positions in Q3 2024 and 93 closed out, a net change of +26 holders.
  • The largest Baxter International buyer in Q3 2024 was Dodge & Cox, an estimated $627M added.
  • The largest Baxter International seller in Q3 2024 was Fidelity Investments, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2024.