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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
FDCC
701
Foster Dykema Cabot & Co
Massachusetts
$109K
BC
702
Belmont Capital
California
$107K
PCM
703
Penserra Capital Management
California
$106K -$18.8K -442 -13%
HBW
704
Hazlett, Burt & Watson
West Virginia
$106K
HFM
705
Hartford Financial Management
Connecticut
$103K +$9.54K +224 +9%
CTC
706
Central Trust Company
Missouri
$99.9K
SCA
707
Stonebridge Capital Advisors
Minnesota
$98.4K -$4.26K -100 -4%
PGAM
708
Princeton Global Asset Management
New Jersey
$96.4K
PFSC
709
Peoples Financial Services Corp
Pennsylvania
$92.4K -$21.3K -500 -17%
LJHT
710
Laurie J. Hall Trustee
$92K
FCT
711
First Community Trust
Iowa
$90.6K
Jones Financial Companies
712
Jones Financial Companies
Missouri
$89.7K +$2.04K +48 +2%
C
713
Covestor
United Kingdom
$89K -$13.6K -319 -12%
AWM
714
Avior Wealth Management
Nebraska
$87K +$8.52K +200 +10%
IHWM
715
Iron Horse Wealth Management
Iowa
$84.9K
CSPIA
716
Cary Street Partners Investment Advisory
Virginia
$84.1K +$77.7K +1,825 +451%
AIC
717
Archer Investment Corporation
Indiana
$81.1K +$72.4K +1,700 +378%
GBT
718
Grove Bank & Trust
Florida
$80.2K -$23.4K -550 -21%
BFEC
719
Benjamin F. Edwards & Company
Missouri
$78K -$25.6K -600 -23%
TF
720
Tompkins Financial
New York
$76.5K
BSB
721
Bangor Savings Bank
Maine
$76.2K
CFGS
722
Concourse Financial Group Securities
Alabama
$75.5K +$7.92K +186 +10%
EWA
723
EverSource Wealth Advisors
Alabama
$75.3K -$13.8K -323 -14%
NA
724
NewEdge Advisors
Louisiana
$75.1K -$20.8K -489 -20%
AF
725
Arrow Financial
New York
$73.8K -$9.59K -225 -10%

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.