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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
FHA
701
Flagship Harbor Advisors
Massachusetts
$230K -$265K -6,095 -55%
JCM
702
Jacobi Capital Management
Pennsylvania
$229K -$15.7K -360 -7%
SMH
703
Sanders Morris Harris
Texas
$229K +$222K +5,100 New
SIAP
704
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$228K
BC
705
Blackhill Capital
New Jersey
$228K -$570K -13,100 -72%
EWM
706
Empirical Wealth Management
Washington
$228K +$217K +4,994 New
MW
707
Marcum Wealth
Ohio
$227K -$6.32K -145 -3%
SCM
708
Stevens Capital Management
Pennsylvania
$226K +$216K +4,959 New
CT
709
Cambridge Trust
Massachusetts
$226K -$35.7K -820 -14%
BB
710
Busey Bank
Illinois
$225K -$113K -2,601 -34%
CIBC World Market
711
CIBC World Market
Ontario, Canada
$225K +$215K +4,929 New
CI
712
CX Institutional
Indiana
$224K +$214K +4,908 New
PMAM
713
Penn Mutual Asset Management
Pennsylvania
$223K +$213K +4,900 New
LKIM
714
Lawson Kroeker Investment Management
Nebraska
$223K +$213K +4,893 New
WIC
715
Woodmont Investment Counsel
Tennessee
$221K -$80K -1,836 -27%
SAM
716
Strategy Asset Managers
California
$218K -$25.3K -582 -11%
HNWAG
717
High Net Worth Advisory Group
Florida
$218K +$208K +4,778 New
AA
718
AlphaMark Advisors
Kentucky
$217K -$6.75K -155 -3%
PIA
719
Perennial Investment Advisors
California
$216K +$207K +4,747 New
FA
720
Fagan Associates
New York
$216K +$206K +4,733 New
CGL
721
Clarius Group LLC
Washington
$215K +$206K +4,728 New
LNC
722
Lincoln National Corp
Pennsylvania
$215K -$20.1K -462 -9%
KA
723
Kintegral Advisory
New York
$214K +$203K +4,670 New
USCWA
724
U.S. Capital Wealth Advisors
Texas
$214K +$204K +4,690 New
WP
725
WealthSource Partners
California
$214K +$204K +4,687 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.