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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
MWM
476
Meridian Wealth Management
Kentucky
$515K +$188K +4,421 +66%
GL
477
Graypoint LLC
New York
$512K +$351K +8,245 +155%
LCAM
478
London & Capital Asset Management
United Kingdom
$510K -$7.24K -170 -1%
RGC
479
Roberts, Glore & Co
Illinois
$509K +$186K +4,375 +48%
IMC Chicago
480
IMC Chicago
Illinois
$508K +$574K +13,473 New
BMCM
481
Bryn Mawr Capital Management
Pennsylvania
$508K -$33.3K -782 -5%
WA
482
Wealth Alliance
New York
$499K -$80K -1,879 -12%
LD
483
Lipe & Dalton
New York
$497K -$16K -375 -3%
WTC
484
WhitTier Trust Company
Nevada
$488K -$2.26K -53 -0.4%
HH
485
Hilltop Holdings
Texas
$481K +$7.58K +178 +1%
PVI
486
Pine Valley Investments
New Jersey
$465K -$23.6K -553 -4%
CT
487
Columbia Trust
Oregon
$461K +$33.2K +780 +7%
FNT
488
First National Trust
Pennsylvania
$458K -$160K -3,752 -24%
KAS
489
Kestra Advisory Services
Texas
$458K +$137K +3,208 +36%
TMAM
490
Tokio Marine Asset Management
Japan
$452K +$32.6K +765 +7%
IWC
491
Integrated Wealth Concepts
Massachusetts
$444K -$767 -18 -0.2%
HI
492
Humankind Investments
New York
$443K +$9.41K +221 +2%
FA
493
FDx Advisors
Illinois
$442K +$272K +6,389 +120%
TCA
494
Transcend Capital Advisors
New Jersey
$439K +$22K +517 +5%
FMWA
495
Forvis Mazars Wealth Advisors
Missouri
$435K -$71.6K -1,680 -13%
IIM
496
Intact Investment Management
Quebec, Canada
$434K +$59.6K +1,400 +14%
CFSG
497
Community Financial Services Group
Vermont
$427K +$482K +11,310 New
AAS
498
Avantax Advisory Services
Texas
$426K -$26.5K -623 -5%
PI
499
PEAK6 Investments
Illinois
$425K +$142K +3,341 +42%
XT
500
XTX Topco
Cayman Islands
$424K +$479K +11,233 New

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.