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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
MCM
526
MAI Capital Management
Ohio
$378K -$15.9K -373 -4%
DAM
527
Deltec Asset Management
New York
$377K +$426K +10,000 New
Cerity Partners
528
Cerity Partners
New York
$366K -$1.13M -26,629 -73%
BAM
529
Blueshift Asset Management
New Jersey
$364K +$411K +9,637 New
BPCE
530
Bank Pictet & Cie (Europe)
Germany
$363K -$6.63M -155,625 -94%
ABLA
531
Alan B. Lancz & Associates
Ohio
$362K -$6.39K -150 -2%
EWA
532
EP Wealth Advisors
California
$359K +$14.9K +349 +4%
DWM
533
Dakota Wealth Management
Florida
$357K -$262K -6,147 -39%
FWCM
534
Ferguson Wellman Capital Management
Oregon
$355K -$63.7K -1,495 -14%
VA
535
Vident Advisory
Georgia
$355K +$400K +9,396 New
PNC
536
Park National Corp
Ohio
$354K +$724 +17 +0.2%
DC
537
Davenport & Co
Virginia
$352K +$32.6K +766 +9%
AWS
538
Atria Wealth Solutions
New York
$349K -$103K -2,423 -21%
NWA
539
New World Advisors
Massachusetts
$347K +$392K +9,200 New
WB
540
WesBanco Bank
West Virginia
$340K -$90.2K -2,117 -19%
CTA
541
Colonial Trust Advisors
South Carolina
$339K -$24.2K -567 -6%
SP
542
Saranac Partners
$336K
CSIC
543
Clifford Swan Investment Counsel
California
$333K
NB
544
NBT Bank
New York
$331K -$23.4K -550 -6%
MBTD
545
Mechanics Bank - Trust Department
California
$331K -$78.3K -1,837 -17%
TI
546
Tidal Investments
Wisconsin
$329K +$79.6K +1,869 +27%
EF
547
Empowered Funds
Pennsylvania
$323K +$93K +2,183 +34%
PAMG
548
Patton Albertson Miller Group
Tennessee
$322K -$3.19K -75 -0.9%
ACIM
549
Azimuth Capital Investment Management
Michigan
$322K +$9.88K +232 +3%
FT
550
Fiduciary Trust
Massachusetts
$321K -$12.9K -304 -3%

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.