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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
DMBA
751
Deseret Mutual Benefit Administrators
Utah
$195K -$30K -688 -14%
TSW
752
Thompson Siegel & Walmsley
Virginia
$187K -$5.44K -125 -3%
CA
753
Clearstead Advisors
Ohio
$184K -$25.1K -577 -13%
WSC
754
Wellington Shields & Co
New York
$182K
FDCDDQ
755
Federation des caisses Desjardins du Quebec
Quebec, Canada
$180K -$2.87M -65,825 -94%
PB
756
Pinnacle Bancorp
Nebraska
$178K
LC
757
Lindbrook Capital
California
$178K +$4.22K +97 +3%
DGAM
758
Desjardins Global Asset Management
Quebec, Canada
$176K +$11.8K +270 +8%
CAS
759
Coppell Advisory Solutions
Texas
$169K -$53.2K -1,222 -24%
AFG
760
Albion Financial Group
Utah
$163K -$250K -5,741 -62%
ST
761
Smithfield Trust
Pennsylvania
$156K -$18.5K -425 -11%
CBT
762
CoreFirst Bank & Trust
Kansas
$152K -$20.7K -475 -12%
CB
763
Centennial Bank
Arkansas
$151K
SIM
764
Sentry Investment Management
Wisconsin
$150K
PCM
765
Penserra Capital Management
California
$149K +$75.9K +1,742 +113%
SWM
766
Spire Wealth Management
Virginia
$148K +$4.36K +100 +3%
CT
767
Colonial Trust
South Carolina
$141K
MCM
768
MV Capital Management
Maryland
$139K +$2.44K +56 +2%
WBC
769
Westpac Banking Corp
Australia
$138K -$1.59M -36,413 -92%
CT
770
Clearstead Trust
Maine
$138K
PFSC
771
Peoples Financial Services Corp
Pennsylvania
$134K
FHA
772
First Horizon Advisors
Tennessee
$134K -$21.8K -500 -15%
FDCC
773
Foster Dykema Cabot & Co
Massachusetts
$131K
BC
774
Belmont Capital
California
$129K
HBW
775
Hazlett, Burt & Watson
West Virginia
$125K

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.