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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
HWA
751
Heritage Wealth Advisors
Virginia
$42.8K -$2.13K -50 -4%
WOC
752
West Oak Capital
California
$42K
LWCFA
753
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K
PFBT
754
Parkside Financial Bank & Trust
Missouri
$41.7K -$11.2K -264 -19%
CT
755
Caldwell Trust
Florida
$41.5K
OCM
756
Orion Capital Management
California
$41.5K +$46.9K +1,100 New
FFC
757
First Financial Corp
Indiana
$39K -$7.46K -175 -14%
RMC
758
Resources Management Corp
Connecticut
$38K
WTG
759
West Tower Group
Virginia
$37.9K +$42.8K +1,004 New
ATC
760
Adirondack Trust Company
New York
$37.7K
FCA
761
FinTrust Capital Advisors
South Carolina
$37.1K +$11.9K +279 +40%
BEI
762
Benjamin Edwards Inc
Missouri
$37K -$3.15K -74 -7%
TIM
763
Thompson Investment Management
Wisconsin
$36.4K
RFA
764
Resurgent Financial Advisors
Georgia
$35K -$10.4K -245 -21%
PSB
765
Piscataqua Savings Bank
New Hampshire
$32.1K
AGWCA
766
Annis Gardner Whiting Capital Advisors
Florida
$31.6K +$35.4K +830 New
FCAS
767
First Command Advisory Services
Texas
$31.4K +$35.4K +831 New
LS
768
Livforsakringsbolaget Skandia
Sweden
$30.8K
RFG
769
RFP Financial Group
Georgia
$30.2K
RAM
770
Ramirez Asset Management
New York
$30.2K +$34.1K +800 New
CSWM
771
Cassady Schiller Wealth Management
Ohio
$29.9K +$43 +1 +0.1%
CA
772
Centerpoint Advisors
Massachusetts
$29K
SWA
773
Sutton Wealth Advisors
Florida
$28K +$1.41K +33 +5%
BFP
774
Briaud Financial Planning
Texas
$27K +$30.8K +722 New
ITIM
775
Indiana Trust & Investment Management
Indiana
$26.7K +$30.1K +707 New

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.