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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
SFS
501
Sowell Financial Services
Arkansas
$422K -$514K -12,065 -52%
IGGA
502
Iron Gate Global Advisors
Utah
$421K
1SB
503
1ST Source Bank
Indiana
$420K -$18.5K -434 -4%
SPIA
504
Steward Partners Investment Advisory
New York
$418K -$1.59M -37,399 -77%
TBC
505
Tweedy, Browne Co
Connecticut
$417K -$10K -235 -2%
DI
506
DFPG Investments
Utah
$416K -$437K -10,270 -45%
WJWM
507
Williams Jones Wealth Management
New York
$415K +$23.4K +550 +5%
OIA
508
OneDigital Investment Advisors
Kansas
$410K
PAS
509
Park Avenue Securities
New York
$410K +$462K +10,857 New
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$408K -$274K -6,427 -37%
IA
511
IFP Advisors
Florida
$402K -$29.9K -702 -6%
IIM
512
Ipswich Investment Management
Massachusetts
$401K -$10.7K -250 -2%
MCC
513
Money Concepts Capital
Florida
$401K +$26.7K +626 +6%
FFWA
514
FRG Family Wealth Advisors
Washington
$398K -$272K -6,385 -38%
CB
515
Cadence Bank
Mississippi
$396K
SFG
516
SevenBridge Financial Group
Pennsylvania
$396K -$3.19K -75 -0.7%
NSIM
517
North Star Investment Management
Illinois
$396K -$33.4K -784 -7%
VI
518
Vestcor Inc
New Brunswick, Canada
$393K -$62.3K -1,463 -12%
SCA
519
Snowden Capital Advisors
New York
$390K +$11.1K +261 +3%
CI Investments Inc
520
CI Investments Inc
Ontario, Canada
$386K -$60.3K -1,416 -12%
S
521
SignatureFD
Georgia
$385K -$278K -6,528 -39%
WKSWA
522
White Knight Strategic Wealth Advisors
New Jersey
$384K +$3.83K +90 +0.9%
WEG
523
World Equity Group
Illinois
$383K +$207K +4,862 +92%
PAM
524
PVG Asset Management
Colorado
$383K +$511 +12 +0.1%
TH
525
TCTC Holdings
Texas
$378K -$193K -4,530 -31%

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.