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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
III
601
Independent Investors Inc
New York
$348K -$728K -16,725 -69%
OR
602
Olympiad Research
Connecticut
$348K +$332K +7,634 New
SWM
603
SeaCrest Wealth Management
New York
$346K +$27K +621 +9%
IFWM
604
Institute for Wealth Management
Colorado
$342K -$5.31K -122 -2%
MWM
605
Meridian Wealth Management
Kentucky
$341K -$4.36K -100 -1%
BC
606
Burney Company
Virginia
$341K +$6.97K +160 +2%
SI
607
Stephens Inc
Arkansas
$339K +$80.3K +1,844 +33%
SBIA
608
Sheaff Brock Investment Advisors
Indiana
$337K +$44 +1 +0%
NEI
609
Northwest & Ethical Investments
Ontario, Canada
$336K
DP
610
Dearborn Partners
Illinois
$331K
PCM
611
Pointe Capital Management
Michigan
$327K +$124K +2,850 +66%
SIA
612
Schechter Investment Advisors
Michigan
$327K -$41.8K -959 -12%
PP
613
Paloma Partners
Connecticut
$326K +$312K +7,163 New
HWM
614
HB Wealth Management
Georgia
$326K +$51.3K +1,177 +20%
AWA
615
Arete Wealth Advisors
Illinois
$324K -$64.8K -1,488 -17%
Verition Fund Management
616
Verition Fund Management
Connecticut
$323K -$808K -18,558 -72%
SC
617
Sonen Capital
California
$323K +$3.09K +71 +1%
RP
618
Rowlandmiller & Partners
Georgia
$321K +$44 +1 +0%
MNBTD
619
Moody National Bank Trust Division
Texas
$321K +$32K +735 +12%
EWA
620
Exencial Wealth Advisors
Oklahoma
$320K +$22.7K +522 +8%
MME
621
Meag Munich Ergo
Germany
$319K
HI
622
Horizon Investments
North Carolina
$317K +$27.6K +633 +10%
CWM
623
Cedar Wealth Management
California
$315K -$313K -7,196 -51%
SP
624
Symmetry Partners
Connecticut
$314K +$300K +6,885 New
BCA
625
Bay Colony Advisors
Massachusetts
$313K +$299K +6,869 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.