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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
EWA
551
Exencial Wealth Advisors
Oklahoma
$321K +$63K +1,480 +21%
9WM
552
9258 Wealth Management
Ohio
$319K
LBC
553
Lowe Brockenbrough & Co
Virginia
$318K +$4.26K +100 +1%
VNA
554
Valley National Advisers
Pennsylvania
$318K -$213 -5 -0.1%
KIA
555
KCM Investment Advisors
California
$312K -$90.9K -2,133 -21%
Wolverine Trading
556
Wolverine Trading
Illinois
$311K -$15.3K -360 -4%
AAS
557
Annex Advisory Services
Wisconsin
$310K +$117K +2,743 +50%
CA
558
Clearstead Advisors
Ohio
$310K +$178K +4,173 +103%
WANY
559
Wealthspire Advisors (New York)
New York
$309K +$130K +3,054 +60%
WSTAM
560
Wilbanks Smith & Thomas Asset Management
Virginia
$308K -$5.28K -124 -1%
MYAM
561
Meiji Yasuda Asset Management
Japan
$306K +$108K +2,530 +45%
AFG
562
Albion Financial Group
Utah
$306K +$192K +4,514 +126%
HWM
563
HB Wealth Management
Georgia
$305K +$39.4K +926 +13%
OC
564
Oakworth Capital
Alabama
$304K
ZIC
565
ZWJ Investment Counsel
Georgia
$303K +$342K +8,031 New
KFC
566
Klingenstein Fields & Co
New York
$302K
TC
567
Telemus Capital
Michigan
$302K -$305K -7,170 -47%
PFA
568
Pure Financial Advisors
California
$300K +$10.2K +240 +3%
WAG
569
Wallace Advisory Group
California
$298K +$64.9K +1,523 +30%
AC
570
ASB Consultores
Florida
$298K +$336K +7,885 New
CA
571
Cetera Advisors
Colorado
$295K -$1.45K -34 -0.4%
UCFA
572
United Capital Financial Advisors
Texas
$295K -$21.4K -502 -6%
PA
573
Profund Advisors
Maryland
$293K -$1.66K -39 -0.5%
SFI
574
Siemens Fonds Invest
Germany
$292K -$100K -2,351 -23%
LIM
575
Longfellow Investment Management
Massachusetts
$290K -$282K -6,625 -46%

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.