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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
JF
426
Jump Financial
Illinois
$866K -$8.07M -185,414 -91%
OC
427
Oppenheimer & Co
New York
$861K +$498K +11,444 +154%
EI
428
Ethic Inc
New York
$858K -$15K -345 -2%
MCM
429
Manchester Capital Management
Vermont
$853K -$129K -2,960 -14%
PFPT
430
Pinnacle Financial Partners (Tennessee)
Tennessee
$841K
NP
431
NorthRock Partners
Minnesota
$839K +$34.8K +799 +5%
CCP
432
Carmel Capital Partners
California
$832K -$26.6K -610 -3%
KRSITF
433
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$827K +$8.8K +202 +1%
EWM
434
Evercore Wealth Management
New York
$825K -$43.7K -1,004 -5%
HW
435
Hancock Whitney
Mississippi
$813K +$778K +17,854 New
SAM
436
Silvercrest Asset Management
New York
$811K +$1.83K +42 +0.2%
FG
437
Fiduciary Group
Georgia
$805K -$39K -895 -5%
ONB
438
Old National Bancorp
Indiana
$805K +$21.7K +498 +3%
BDS
439
Banco de Sabadell
Florida
$804K -$26.8K -616 -3%
WCM
440
Whitener Capital Management
North Carolina
$800K +$43.5K +1,000 +6%
Acadian Asset Management
441
Acadian Asset Management
Massachusetts
$797K -$420K -9,643 -35%
HFBOT
442
Home Federal Bank of Tennessee
Tennessee
$787K -$10.5K -240 -1%
SKK
443
Shepherd Kaplan Krochuk
Massachusetts
$786K -$194K -4,456 -21%
LNWWM
444
Laird Norton Wetherby Wealth Management
California
$786K -$132K -3,031 -15%
MPAM
445
Murphy Pohlad Asset Management
Minnesota
$785K -$80.9K -1,858 -10%
PWG
446
Portside Wealth Group
Utah
$782K +$747K +17,155 New
QPW
447
Quantum Private Wealth
Florida
$779K +$744K +17,094 New
FC
448
Fulcrum Capital
Washington
$776K -$136K -3,128 -16%
MGIA
449
Moneta Group Investment Advisors
Missouri
$776K +$44.1K +1,013 +6%
FFWA
450
FRG Family Wealth Advisors
Washington
$772K -$55.6K -1,277 -7%

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.