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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
MME
601
Meag Munich Ergo
Germany
$264K
SWS
602
SYSTM Wealth Solutions
Illinois
$264K -$661K -15,520 -69%
SC
603
Scotia Capital
Ontario, Canada
$263K +$5.79K +136 +2%
CWM
604
Cedar Wealth Management
California
$261K
SP
605
Symmetry Partners
Connecticut
$260K
SW
606
SVB Wealth
Massachusetts
$259K -$82.1K -1,928 -22%
MOS
607
MGO One Seven
Ohio
$259K +$292K +6,850 New
SYBT
608
Stock Yards Bank & Trust
Kentucky
$258K -$124K -2,917 -30%
Wealthfront Advisers
609
Wealthfront Advisers
California
$257K -$337K -7,907 -54%
KFP
610
KB Financial Partners
New Jersey
$253K -$1.62K -38 -0.6%
RP
611
Rowlandmiller & Partners
Georgia
$253K -$14.6K -342 -5%
MRCM
612
M&R Capital Management
New Jersey
$252K
CW
613
Connectus Wealth
Ohio
$252K -$4.69K -110 -2%
PHS
614
Pekin Hardy Strauss
Illinois
$252K -$44.9K -1,053 -14%
GIA
615
GHP Investment Advisors
Colorado
$249K -$30.4K -714 -8%
LAS
616
Lloyd Advisory Services
Georgia
$249K +$281K +6,592 New
NG
617
Norden Group
Utah
$249K +$281K +6,592 New
JIC
618
Johnson Investment Counsel
Ohio
$246K +$278K +6,519 New
CAM
619
Cacti Asset Management
Georgia
$245K
BP
620
Ballentine Partners
Massachusetts
$245K -$131K -3,068 -32%
FB
621
Fulton Bank
Pennsylvania
$244K +$84.7K +1,988 +44%
Lido Advisors
622
Lido Advisors
California
$241K +$272K +6,389 New
WAM
623
Weatherly Asset Management
California
$240K -$69.6K -1,635 -21%
ASN
624
Advisory Services Network
Georgia
$239K +$52.7K +1,238 +24%
IWM
625
IHT Wealth Management
Illinois
$239K +$13.3K +313 +5%

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.