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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
TIM
801
Tortoise Investment Management
New York
$15.1K
RW
802
RVW Wealth
California
$15.1K +$17K +399 New
PCFFS
803
Pacific Center for Financial Services
California
$14K
AA
804
Ancora Advisors
Ohio
$13.8K
AAG
805
Armstrong Advisory Group
Massachusetts
$13.7K
RDIA
806
RE Dickinson Investment Advisors
Iowa
$13K
CMP
807
Coston McIsaac & Partners
Maine
$13K +$43 +1 +0.3%
CWP
808
Concord Wealth Partners
Virginia
$13K
BWL
809
Bogart Wealth LLC
Virginia
$12.6K
TWM
810
Tradition Wealth Management
Minnesota
$12K -$46.3K -1,087 -78%
HCP
811
Hexagon Capital Partners
Arkansas
$11.8K +$8.39K +197 +171%
KI
812
Kapitalo Investimentos
Brazil
$11.7K +$13.2K +310 New
GFPC
813
Global Financial Private Client
Florida
$11.4K -$1.41K -33 -10%
OLVIG
814
Oliver Lagore Vanvalin Investment Group
Michigan
$11.4K
BWM
815
Baystate Wealth Management
Massachusetts
$11.3K -$7.41K -174 -37%
ASBI
816
American State Bank (Iowa)
Iowa
$11.3K
RAM
817
Riggs Asset Management
Pennsylvania
$11.2K
GG
818
Gleason Group
Kentucky
$11.2K +$85 +2 +0.7%
SCM
819
Silvant Capital Management
Georgia
$11.2K
FIA
820
FNY Investment Advisers
New York
$11K
JFA
821
JNBA Financial Advisors
Minnesota
$10.9K
MAWCM
822
Mine & Arao Wealth Creation & Management
California
$10.8K -$809 -19 -6%
OIA
823
Optimum Investment Advisors
Illinois
$10.6K
Bank Julius Baer & Co
824
Bank Julius Baer & Co
Switzerland
$10K -$244K -5,732 -96%
BWS
825
Buck Wealth Strategies
Colorado
$9.85K

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.