We are live on ! Find out more
BAX icon

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
CC
626
Chicago Capital
Illinois
$235K
WI
627
Wintrust Investments
Illinois
$235K -$155K -3,649 -37%
HIIFS
628
Harel Insurance Investments & Financial Services
Israel
$233K +$261K +6,132 New
LCWP
629
Legacy Capital Wealth Partners
Arkansas
$233K +$263K +6,165 New
SIA
630
SkyView Investment Advisors
New Jersey
$232K +$45.7K +1,073 +21%
WA
631
Wealth Architects
California
$231K -$18.7K -438 -7%
DT
632
Diversified Trust
Tennessee
$231K -$172K -4,038 -40%
SIA
633
Schechter Investment Advisors
Michigan
$231K -$44.9K -1,053 -15%
AIP
634
Ameritas Investment Partners
Nebraska
$230K
IHL
635
Investment House LLC
California
$227K
SGC
636
Slocum, Gordon & Co
Rhode Island
$227K -$21.3K -500 -8%
CCM
637
Cohen Capital Management
California
$226K
NSEDCP
638
NJ State Employees Deferred Compensation Plan
New Jersey
$226K
STC
639
Sarah T. Connolly
$226K
BFG
640
Bleakley Financial Group
New Jersey
$226K -$329K -7,715 -56%
SS
641
Simplicity Solutions
Minnesota
$226K -$328K -7,711 -56%
BB
642
Busey Bank
Illinois
$225K +$42.9K +1,006 +20%
TAM
643
Trust Asset Management
Texas
$225K
SC
644
SouthState Corp
Florida
$223K -$8.48K -199 -3%
SFO
645
Stokes Family Office
Louisiana
$222K +$5.37K +126 +2%
LNC
646
Lincoln National Corp
Pennsylvania
$219K +$45.5K +1,067 +23%
BL
647
Balentine LLC
Georgia
$217K -$293K -6,878 -54%
FAG
648
Financial Advisory Group
Texas
$215K
NSB
649
Norway Savings Bank
Maine
$214K -$22.4K -525 -8%
BMC
650
Beaton Management Company
Massachusetts
$214K -$7.46K -175 -3%

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.