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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
LSA
501
Leonteq Securities AG
Switzerland
$573K -$3.84M -88,278 -88%
HH
502
Hilltop Holdings
Texas
$573K +$125K +2,880 +30%
BTWM
503
Baker Tilly Wealth Management
Wisconsin
$566K +$153K +3,505 +39%
AWM
504
Apollon Wealth Management
South Carolina
$562K +$1.13K +26 +0.2%
ST
505
Sabal Trust
Florida
$557K +$1.83K +42 +0.3%
TRCT
506
Tower Research Capital (TRC)
New York
$547K +$68.2K +1,566 +15%
YIH
507
Y-Intercept (HK)
Hong Kong
$544K +$520K +11,948 New
AAS
508
Avantax Advisory Services
Texas
$542K -$685K -15,733 -57%
VI
509
Vestcor Inc
New Brunswick, Canada
$541K
IWC
510
Integrated Wealth Concepts
Massachusetts
$536K +$513K +11,776 New
AWS
511
Atria Wealth Solutions
New York
$534K -$678K -15,573 -57%
CI Investments Inc
512
CI Investments Inc
Ontario, Canada
$530K -$490K -11,258 -49%
1SB
513
1ST Source Bank
Indiana
$527K -$11.1K -255 -2%
HI
514
Humankind Investments
New York
$524K +$151K +3,470 +43%
USAA
515
United Services Automobile Association
Texas
$521K +$10.9K +251 +2%
CT
516
Columbia Trust
Oregon
$521K +$59.2K +1,360 +14%
IA
517
IFP Advisors
Florida
$518K +$168K +3,852 +51%
TBC
518
Tweedy, Browne Co
Connecticut
$514K -$1.16M -26,672 -70%
NSIM
519
North Star Investment Management
Illinois
$514K +$348 +8 +0.1%
IGGA
520
Iron Gate Global Advisors
Utah
$511K
TMAM
521
Tokio Marine Asset Management
Japan
$511K +$5.36K +123 +1%
CCM
522
Coldstream Capital Management
Washington
$508K +$130K +2,983 +36%
WB
523
WesBanco Bank
West Virginia
$507K -$705K -16,182 -59%
TCA
524
Transcend Capital Advisors
New Jersey
$506K
FWCM
525
Ferguson Wellman Capital Management
Oregon
$497K -$130K -2,979 -21%

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.