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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
SIC
576
Salem Investment Counselors
North Carolina
$289K
ST
577
Sabal Trust
Florida
$288K -$196K -4,592 -38%
III
578
Independent Investors Inc
New York
$288K
UM
579
UniSuper Management
Australia
$285K -$37.6K -882 -10%
AWA
580
Arete Wealth Advisors
Illinois
$284K +$16.7K +392 +5%
LIM
581
Leavell Investment Management
Alabama
$282K -$126K -2,949 -28%
FNBT
582
FineMark National Bank & Trust
Florida
$282K -$19.4K -456 -6%
IFWM
583
Institute for Wealth Management
Colorado
$282K -$2.13K -50 -0.7%
SBIA
584
Sheaff Brock Investment Advisors
Indiana
$281K +$1.66K +39 +0.5%
CCM
585
Coldstream Capital Management
Washington
$279K -$160K -3,753 -34%
Vontobel Holding
586
Vontobel Holding
Switzerland
$278K -$74K -1,738 -19%
CIC
587
Carnegie Investment Counsel
Ohio
$278K -$91.1K -2,139 -23%
CHC
588
City Holding Co
West Virginia
$276K -$49.4K -1,160 -14%
CIBC World Market
589
CIBC World Market
Ontario, Canada
$276K +$102K +2,394 +49%
BC
590
Burney Company
Virginia
$275K -$7.71K -181 -2%
DP
591
Dearborn Partners
Illinois
$274K
FMAEN1
592
Fund Management at Engine No 1
California
$273K +$27.9K +655 +10%
ATC
593
Argent Trust Co
Tennessee
$273K -$37.5K -880 -11%
PCS
594
Personal CFO Solutions
New Jersey
$273K +$308K +7,224 New
PCM
595
Pointe Capital Management
Michigan
$272K +$1.79K +42 +0.6%
MNBTD
596
Moody National Bank Trust Division
Texas
$270K +$5.58K +131 +2%
SC
597
Sonen Capital
California
$268K +$383 +9 +0.1%
VFA
598
Valeo Financial Advisors
Indiana
$267K +$76K +1,785 +34%
HI
599
Horizon Investments
North Carolina
$266K +$3.83K +90 +1%
BCA
600
Bay Colony Advisors
Massachusetts
$265K +$7.03K +165 +2%

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.