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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
BDS
451
Banco de Sabadell
Florida
$599K -$72.2K -1,696 -10%
CCG
452
Ceeto Capital Group
Florida
$591K +$34.1K +800 +5%
WorldQuant Millennium Advisors
453
WorldQuant Millennium Advisors
New York
$591K -$249K -5,853 -27%
AIM
454
Anchor Investment Management
South Carolina
$589K -$15.9K -374 -2%
JWCA
455
J.W. Coons Advisors
Ohio
$585K -$34.1K -800 -5%
EI
456
Ethic Inc
New York
$570K -$158K -3,710 -20%
PWM
457
Perigon Wealth Management
California
$569K -$8.99K -211 -1%
BTWM
458
Baker Tilly Wealth Management
Wisconsin
$567K +$111K +2,604 +21%
USAA
459
United Services Automobile Association
Texas
$565K +$151K +3,543 +31%
APG
460
Abacus Planning Group
South Carolina
$563K +$3.62K +85 +0.6%
BCM
461
Birmingham Capital Management
Alabama
$559K -$50.1K -1,175 -7%
Assenagon Asset Management
462
Assenagon Asset Management
Luxembourg
$557K +$21.9K +515 +4%
Capstone Investment Advisors
463
Capstone Investment Advisors
New York
$556K +$349K +8,184 +125%
NP
464
NorthRock Partners
Minnesota
$545K -$169K -3,961 -22%
TCM
465
Teza Capital Management
Illinois
$543K -$549K -12,889 -47%
OC
466
Oppenheimer & Co
New York
$538K -$197K -4,633 -25%
FTDI
467
First Trust Direct Indexing
Massachusetts
$536K -$556K -13,049 -48%
SVWAG
468
Sound View Wealth Advisors Group
Georgia
$531K -$28.1K -660 -4%
CPA
469
Court Place Advisors
Maryland
$528K -$32.8K -771 -5%
SFP
470
Sweet Financial Partners
Minnesota
$524K +$392K +9,210 +197%
SBH
471
Segall Bryant & Hamill
Illinois
$522K -$16K -375 -3%
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$520K -$104K -2,438 -15%
Squarepoint
473
Squarepoint
New York
$519K -$1.06M -24,883 -64%
Fayez Sarofim & Co
474
Fayez Sarofim & Co
Texas
$517K
GT
475
Greenleaf Trust
Michigan
$515K -$120K -2,813 -17%

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.