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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
SN
776
Sittner & Nelson
Oregon
$26.6K
BCM
777
Blume Capital Management
California
$26.4K
FRA
778
Front Row Advisors
California
$26K
CAL
779
Capital Advisors Ltd
Ohio
$26K +$128 +3 +0.4%
CB
780
CNB Bank
Pennsylvania
$25.9K -$2.09K -49 -7%
WB
781
Webster Bank
Connecticut
$25.7K
GI
782
Gradient Investments
Minnesota
$25.6K
CWM
783
Cranbrook Wealth Management
Michigan
$24.8K
HL
784
HeadInvest LLC
Maine
$24.8K +$28.3K +664 New
OSNBOA
785
Old Second National Bank of Aurora
Illinois
$24.3K
PPC
786
Park Place Capital
Alabama
$24.3K
IPW
787
Impact Partnership Wealth
Georgia
$24.2K +$27.3K +642 New
AWM
788
Abound Wealth Management
Tennessee
$23.6K +$426 +10 +2%
MWM
789
Mascoma Wealth Management
New Hampshire
$23.5K
MA
790
Montag & Associates
Georgia
$22.8K
DAC
791
Dividend Assets Capital
South Carolina
$22K
M
792
MOTCO
Texas
$20.8K -$1.02K -24 -4%
BCM
793
Bourgeon Capital Management
Connecticut
$20.1K
FHA
794
First Horizon Advisors
Tennessee
$20.1K -$103K -2,407 -82%
NIC
795
Northwest Investment Counselors
Oregon
$19.2K +$8.52K +200 +65%
PP
796
PrairieView Partners
Minnesota
$19K -$1.02K -24 -4%
RTC
797
Riverview Trust Company
Washington
$18.9K
NECFA
798
New England Capital Financial Advisors
Connecticut
$17.5K
LF
799
Lee Financial
Texas
$15.3K
BLC
800
Brown, Lisle/Cummings
Rhode Island
$15.1K

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.