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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
AFT
676
Alpha Family Trust
California
$245K +$234K +5,380 New
CPC
677
Congress Park Capital
New York
$244K
SAM
678
Simplify Asset Management
Nevada
$244K +$233K +5,351 New
SAF
679
Smith Anglin Financial
Texas
$244K -$30.8K -707 -12%
FA
680
FDx Advisors
Illinois
$243K -$158K -3,619 -40%
GL
681
Graypoint LLC
New York
$243K -$38.7K -888 -14%
PCMI
682
Paradigm Capital Management Inc
New York
$241K
PT
683
Plimoth Trust
Massachusetts
$241K -$1.31K -30 -0.6%
V
684
VeraBank
Texas
$241K
WEG
685
World Equity Group
Illinois
$241K +$230K +5,290 New
TNBTD
686
Trustmark National Bank Trust Department
Mississippi
$241K
FBT
687
First Bankers Trust
Kentucky
$241K -$1.44K -33 -0.6%
VFA
688
Valeo Financial Advisors
Indiana
$240K -$21.5K -494 -9%
OTL
689
Oak Thistle LLC
New York
$239K +$228K +5,236 New
HWP
690
Highline Wealth Partners
California
$238K
DWP
691
Daymark Wealth Partners
Ohio
$237K +$227K +5,205 New
GT
692
Glenview Trust
Kentucky
$236K
PFS
693
Prospera Financial Services
Texas
$235K -$39.6K -910 -15%
GHA
694
GW Henssler & Associates
Georgia
$235K -$52.3K -1,200 -19%
WANY
695
Wealthspire Advisors (New York)
New York
$234K -$2.44K -56 -1%
PWP
696
Principle Wealth Partners
Connecticut
$233K -$76.2K -1,750 -25%
RWA
697
Ropes Wealth Advisors
Massachusetts
$232K +$3.88K +89 +2%
ASN
698
Advisory Services Network
Georgia
$232K +$14.2K +326 +7%
SIA
699
SkyView Investment Advisors
New Jersey
$231K +$221K +5,068 +56,311%
PWP
700
Perfromance Wealth Partners
Illinois
$231K -$17.4K -400 -7%

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.