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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
TF
801
Tompkins Financial
New York
$92.3K -$56.6K -1,300 -39%
BSB
802
Bangor Savings Bank
Maine
$91.9K
CFGS
803
Concourse Financial Group Securities
Alabama
$82.4K +$19K +437 +32%
DSC
804
Duncker Streett & Co
Missouri
$82.1K -$12.3K -282 -14%
WT
805
Washington Trust
Rhode Island
$77.2K -$1.92K -44 -3%
JFG
806
JDM Financial Group
Texas
$74.9K
FCT
807
Family Capital Trust
Massachusetts
$72.9K
AA
808
Alta Advisers
United Kingdom
$68.3K
LWANC
809
Laurel Wealth Advisors (North Carolina)
North Carolina
$67.4K +$305 +7 +0.5%
CAM
810
Costello Asset Management
Pennsylvania
$65.9K
MHR
811
Matthew Hamilton Rosenberg
$64.9K +$56.6K +1,300 +1,040%
TWM
812
Tradition Wealth Management
Minnesota
$63K +$566 +13 +0.9%
PFBT
813
Parkside Financial Bank & Trust
Missouri
$62.4K +$18.7K +430 +46%
AAP
814
Arax Advisory Partners
Colorado
$59.5K +$392 +9 +0.7%
FMB
815
Field & Main Bank
Kentucky
$59.2K -$55.5K -1,275 -50%
JEST
816
JTC Employer Solutions Trustee
Jersey
$59K
CFO
817
CVA Family Office
Colorado
$58.8K +$17K +390 +43%
CCC
818
Chelsea Counsel Company
California
$58.7K
M
819
Mirova
France
$58.1K -$92.4K -2,122 -62%
GWS
820
Glassman Wealth Services
Virginia
$55.9K +$915 +21 +2%
LWCFA
821
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55.8K
FFC
822
First Financial Corp
Indiana
$55K -$5.44K -125 -9%
HWA
823
Heritage Wealth Advisors
Virginia
$54K
FFA
824
Farther Finance Advisors
California
$54K +$11.5K +263 +29%
RFA
825
Resurgent Financial Advisors
Georgia
$53.4K +$392 +9 +0.8%

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.