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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
IIM
526
Ipswich Investment Management
Massachusetts
$495K -$289K -6,640 -38%
OIA
527
OneDigital Investment Advisors
Kansas
$495K +$192K +4,412 +68%
JFL
528
Jarislowsky, Fraser Ltd
Quebec, Canada
$486K -$712K -16,345 -61%
AWM
529
AE Wealth Management
Kansas
$485K +$11.7K +268 +3%
MBTD
530
Mechanics Bank - Trust Department
California
$483K -$342K -7,846 -43%
SFG
531
SevenBridge Financial Group
Pennsylvania
$482K -$8.71K -200 -2%
CB
532
Cadence Bank
Mississippi
$479K
WJWM
533
Williams Jones Wealth Management
New York
$476K -$24K -550 -5%
LIM
534
Leavell Investment Management
Alabama
$475K -$67.5K -1,550 -13%
PFO
535
Pathstone Family Office
New Jersey
$475K +$103K +2,371 +31%
KIA
536
KCM Investment Advisors
California
$473K -$26K -597 -5%
MCM
537
MAI Capital Management
Ohio
$473K -$37.8K -868 -8%
DT
538
Diversified Trust
Tennessee
$463K +$127K +2,912 +40%
PAM
539
PVG Asset Management
Colorado
$462K -$406K -9,322 -48%
IIM
540
Intact Investment Management
Quebec, Canada
$460K +$440K +10,100 New
WKSWA
541
White Knight Strategic Wealth Advisors
New Jersey
$460K +$86K +1,975 +24%
SCA
542
Snowden Capital Advisors
New York
$459K -$588K -13,512 -57%
SFI
543
Siemens Fonds Invest
Germany
$457K
SM
544
Southport Management
Wyoming
$456K +$435K +10,000 New
MCC
545
Money Concepts Capital
Florida
$455K -$1.85M -42,476 -81%
WPC
546
Wedmont Private Capital
Pennsylvania
$451K +$174K +3,986 +71%
WI
547
Wintrust Investments
Illinois
$450K -$78K -1,790 -15%
AAM
548
Ascension Asset Management
New York
$449K +$429K +9,850 New
SYBT
549
Stock Yards Bank & Trust
Kentucky
$444K -$72.3K -1,661 -15%
ABLA
550
Alan B. Lancz & Associates
Ohio
$444K

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.