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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
SFG
551
Sather Financial Group
Texas
$439K
BP
552
Ballentine Partners
Massachusetts
$435K +$102K +2,344 +33%
CTA
553
Colonial Trust Advisors
South Carolina
$435K -$67.9K -1,560 -14%
CIC
554
Carnegie Investment Counsel
Ohio
$433K +$22.2K +510 +6%
SAM
555
Sabadell Asset Management
Spain
$433K
PNC
556
Park National Corp
Ohio
$427K -$38.8K -890 -9%
NB
557
NBT Bank
New York
$424K -$27.4K -630 -6%
CC
558
Centiva Capital
New York
$419K +$107K +2,450 +36%
EWA
559
EP Wealth Advisors
California
$418K +$103K +2,364 +35%
Bessemer Group
560
Bessemer Group
New Jersey
$417K +$232K +5,337 +140%
Vontobel Holding
561
Vontobel Holding
Switzerland
$415K
RGC
562
Roberts, Glore & Co
Illinois
$415K +$218 +5 +0.1%
KAS
563
Kestra Advisory Services
Texas
$406K -$7.23K -166 -2%
SP
564
Saranac Partners
$406K
GS
565
GTS Securities
New York
$406K +$388K +8,901 New
CSIC
566
Clifford Swan Investment Counsel
California
$402K -$48.8K -1,120 -11%
FT
567
Fiduciary Trust
Massachusetts
$401K -$5.66K -130 -1%
SW
568
SVB Wealth
Massachusetts
$401K +$27.7K +635 +8%
PAMG
569
Patton Albertson Miller Group
Tennessee
$393K -$105K -2,413 -22%
DC
570
Davenport & Co
Virginia
$390K -$1.48K -34 -0.4%
WAM
571
Wakefield Asset Management
Colorado
$387K +$370K +8,490 New
CHC
572
City Holding Co
West Virginia
$387K -$12K -275 -3%
VNA
573
Valley National Advisers
Pennsylvania
$385K -$517K -11,868 -58%
9WM
574
9258 Wealth Management
Ohio
$385K
UM
575
UniSuper Management
Australia
$384K +$367K +8,432 New

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.