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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
WA
476
Wealth Alliance
New York
$688K -$7.53K -173 -1%
API
477
Advisor Partners II
California
$683K +$54.3K +1,247 +9%
CCG
478
Ceeto Capital Group
Florida
$676K -$131K -3,000 -17%
APG
479
Abacus Planning Group
South Carolina
$675K
CPA
480
Court Place Advisors
Maryland
$672K -$26.1K -600 -4%
SVWAG
481
Sound View Wealth Advisors Group
Georgia
$672K -$4.4K -101 -0.7%
Wealthfront Advisers
482
Wealthfront Advisers
California
$670K +$145K +3,322 +29%
BAMF
483
BI Asset Management Fondsmaeglerselskab
Denmark
$670K +$257K +5,908 +67%
MML Investors Services
484
MML Investors Services
Massachusetts
$663K +$634K +14,560 New
TH
485
TCTC Holdings
Texas
$663K
LIM
486
Longfellow Investment Management
Massachusetts
$652K +$25.3K +582 +4%
BMCM
487
Bryn Mawr Capital Management
Pennsylvania
$648K -$80.7K -1,852 -12%
Assenagon Asset Management
488
Assenagon Asset Management
Luxembourg
$648K +$18.1K +415 +3%
SBH
489
Segall Bryant & Hamill
Illinois
$648K -$36.1K -829 -6%
JIP
490
Jaffetilchin Investment Partners
Florida
$625K +$598K +13,722 New
BFG
491
Bleakley Financial Group
New Jersey
$624K +$288K +6,616 +93%
SS
492
Simplicity Solutions
Minnesota
$624K +$288K +6,612 +93%
Fayez Sarofim & Co
493
Fayez Sarofim & Co
Texas
$624K -$34.3K -787 -5%
LCAM
494
London & Capital Asset Management
United Kingdom
$623K
LD
495
Lipe & Dalton
New York
$618K -$19.6K -450 -3%
FMWA
496
Forvis Mazars Wealth Advisors
Missouri
$601K -$73.8K -1,695 -11%
BFIC
497
Bedell Frazier Investment Counselling
California
$596K -$263K -6,040 -32%
WTC
498
WhitTier Trust Company
Nevada
$592K +$5.05K +116 +0.9%
PVI
499
Pine Valley Investments
New Jersey
$587K +$561K +12,878 New
BL
500
Balentine LLC
Georgia
$575K -$45.6K -1,048 -8%

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.