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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
Wolverine Trading
576
Wolverine Trading
Illinois
$384K -$710K -16,304 -65%
Cetera Investment Advisers
577
Cetera Investment Advisers
Illinois
$380K +$44.7K +1,027 +14%
LBC
578
Lowe Brockenbrough & Co
Virginia
$379K -$21.1K -485 -6%
UCFA
579
United Capital Financial Advisors
Texas
$379K -$158K -3,620 -30%
ACIM
580
Azimuth Capital Investment Management
Michigan
$378K -$5.34M -122,555 -94%
WSTAM
581
Wilbanks Smith & Thomas Asset Management
Virginia
$377K +$4.14K +95 +1%
Connor, Clark & Lunn Investment Management (CC&L)
582
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$376K +$359K +8,242 New
QIM
583
Quantitative Investment Management
Virginia
$372K -$2.11M -48,346 -86%
MC
584
Machina Capital
France
$372K +$355K +8,159 New
ATC
585
Argent Trust Co
Tennessee
$370K -$34.8K -800 -9%
GIA
586
GHP Investment Advisors
Colorado
$369K -$5.36K -123 -1%
OC
587
Oakworth Capital
Alabama
$367K -$12K -275 -3%
QCG
588
Quadrant Capital Group
Ohio
$366K -$19.1K -438 -5%
SAS
589
Stelac Advisory Services
New York
$365K +$52.8K +1,212 +18%
KFC
590
Klingenstein Fields & Co
New York
$365K -$8.71K -200 -2%
WAM
591
Weatherly Asset Management
California
$364K -$195K -4,472 -36%
PCM
592
Prelude Capital Management
New York
$364K +$110K +2,537 +46%
VAS
593
Vestmark Advisory Solutions
Massachusetts
$364K +$261 +6 +0.1%
PI
594
PEAK6 Investments
Illinois
$361K +$165K +3,797 +92%
FNBT
595
FineMark National Bank & Trust
Florida
$361K -$3.31K -76 -0.9%
CA
596
Cetera Advisors
Colorado
$358K +$31.1K +715 +10%
PA
597
Profund Advisors
Maryland
$356K +$9.1K +209 +3%
PHS
598
Pekin Hardy Strauss
Illinois
$352K
PFA
599
Pure Financial Advisors
California
$352K -$13.4K -308 -4%
SIC
600
Salem Investment Counselors
North Carolina
$349K

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.