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Baxter International

1,012 hedge funds and large institutions have $23.4B invested in Baxter International in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 337 increasing their positions, 382 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

1.07% more ownership

Funds ownership: 85.69%86.77% (+1.1%)

6% less funds holding

Funds holding: 1,0721,012 (-60)

12% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 382

15% less capital invested

Capital invested by funds: $27.5B → $23.4B (-$4.09B)

37% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 125

41% less call options, than puts

Call options by funds: $108M | Put options by funds: $182M

Holders
1,012
Holders Change
-60
Holders Change %
-5.6%
% of All Funds
17.43%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
79
Increased
337
Reduced
382
Closed
125
Calls
$108M
Puts
$182M
Net Calls
-$74.4M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
726
Checchi Capital Advisers
California
$229K -$21.5K -357 -8%
WPC
727
White Pine Capital
Minnesota
$229K -$3.01K -50 -1%
OIA
728
OneDigital Investment Advisors
Kansas
$229K +$15.1K +251 +6%
RVPG
729
Relative Value Partners Group
$229K +$254K +4,224 New
LSPW
730
Lake Street Private Wealth
Illinois
$226K -$14.7K -245 -6%
MFA
731
Mayflower Financial Advisors
Massachusetts
$226K +$24.1K +400 +11%
QCG
732
Quadrant Capital Group
Ohio
$224K +$34.4K +572 +16%
GHA
733
GW Henssler & Associates
Georgia
$223K +$5.24K +87 +2%
WH
734
Willner & Heller
California
$222K +$1.02K +17 +0.4%
RI
735
Ridgewood Investments
New Jersey
$222K +$248K +4,120 New
CSPIA
736
Cary Street Partners Investment Advisory
Virginia
$221K +$5.11K +85 +2%
WPW
737
Waldron Private Wealth
Pennsylvania
$218K +$20.6K +343 +9%
FNB
738
Farmers National Bank
Kentucky
$218K -$10.2K -169 -4%
EW
739
Evoke Wealth
California
$217K -$2.35K -39 -1%
CBT
740
CoreFirst Bank & Trust
Kansas
$217K
AWM
741
Avior Wealth Management
Nebraska
$216K -$32.3K -537 -12%
WSC
742
Wellington Shields & Co
New York
$215K
HCM
743
Hall Capital Management
Rhode Island
$214K -$77.5K -1,288 -25%
AFAS
744
Acorn Financial Advisory Services
Virginia
$214K
CPIG
745
Chicago Partners Investment Group
Illinois
$214K +$14K +232 +6%
SIA
746
Schechter Investment Advisors
Michigan
$214K +$239K +3,977 New
ST
747
Smithfield Trust
Pennsylvania
$213K -$52.2K -867 -18%
TH
748
TCTC Holdings
Texas
$213K
PCM
749
Perkins Capital Management
Minnesota
$212K -$4.51K -75 -2%
FNBSF
750
First National Bank Sioux Falls
South Dakota
$212K

BAX Hedge Fund Activity: Q3 2022 in Review

1,012 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q3 2022, worth a combined $23.4B — down 15% from $27.5B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of BAX and 79 opened new positions — a net loss of 46 holders — while 382 trimmed existing stakes and 337 added.

The largest buyer was Mitsubishi UFJ Asset Management, adding an estimated $383M. The largest seller was Wellington Management Group, cutting an estimated $174M.

  • 1,012 institutional investors held Baxter International (BAX) as of Q3 2022, down from 1,072 in Q2 2022.
  • Funds reported $23.4B of Baxter International stock for Q3 2022, down 15% quarter-over-quarter.
  • 79 funds opened new Baxter International positions in Q3 2022 and 125 closed out, a net change of -46 holders.
  • The largest Baxter International buyer in Q3 2022 was Mitsubishi UFJ Asset Management, an estimated $383M added.
  • The largest Baxter International seller in Q3 2022 was Wellington Management Group, an estimated $174M sold.

Based on aggregated 13F filings for Q3 2022.