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Baxter International
BAX

Overview Fund Activity

902 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, 284 increasing their positions, 377 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
-71
Holders Change %
-7.3%
% of All Funds
14.38%
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
284
Reduced
377
Closed
131
Calls
$293M
Puts
$121M
Net Calls
+$173M
Net Calls Change
+$118M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$372M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$241M
3
Pzena Investment Management
Pzena Investment Management
New York
+$216M
4
Harris Associates
Harris Associates
Illinois
+$198M
5
CG
Carmignac Gestion
France
+$151M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$377M
2
Marshall Wace
Marshall Wace
United Kingdom
-$204M
3
Citadel Advisors
Citadel Advisors
Florida
-$134M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
451
J.W. Coons Advisors
Ohio
$585K -$30.2K -800 -5%
EI
452
Ethic Inc
New York
$570K -$140K -3,710 -20%
PWM
453
Perigon Wealth Management
California
$569K -$7.96K -211 -1%
BTWM
454
Baker Tilly Wealth Management
Wisconsin
$567K +$98.3K +2,604 +21%
USAA
455
United Services Automobile Association
Texas
$565K +$134K +3,543 +31%
APG
456
Abacus Planning Group
South Carolina
$563K +$3.21K +85 +0.6%
BCM
457
Birmingham Capital Management
Alabama
$559K -$44.3K -1,175 -7%
Assenagon Asset Management
458
Assenagon Asset Management
Luxembourg
$557K +$19.4K +515 +4%
Capstone Investment Advisors
459
Capstone Investment Advisors
New York
$556K +$309K +8,184 +125%
NP
460
NorthRock Partners
Minnesota
$545K -$149K -3,961 -22%
TCM
461
Teza Capital Management
Illinois
$543K -$486K -12,889 -47%
OC
462
Oppenheimer & Co
New York
$538K -$175K -4,633 -25%
FTDI
463
First Trust Direct Indexing
Massachusetts
$536K -$492K -13,049 -48%
SVWAG
464
Sound View Wealth Advisors Group
Georgia
$531K -$24.9K -660 -4%
CPA
465
Court Place Advisors
Maryland
$528K -$29.1K -771 -5%
SFP
466
Sweet Financial Partners
Minnesota
$524K +$348K +9,210 +197%
SBH
467
Segall Bryant & Hamill
Illinois
$522K -$14.2K -375 -3%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$520K -$92K -2,438 -15%
Squarepoint
469
Squarepoint
New York
$519K -$939K -24,883 -64%
Fayez Sarofim & Co
470
Fayez Sarofim & Co
Texas
$517K – – –
GT
471
Greenleaf Trust
Michigan
$515K -$106K -2,813 -17%
MWM
472
Meridian Wealth Management
Kentucky
$515K +$205K +4,421 +66%
GL
473
Graypoint LLC
New York
$512K +$311K +8,245 +155%
LCAM
474
London & Capital Asset Management
United Kingdom
$510K -$6.42K -170 -1%
RGC
475
Roberts, Glore & Co
Illinois
$509K +$165K +4,375 +48%
17 18
19
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