We are live on ! Find out more
BAX icon

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
HI
826
Harbour Investments
Wisconsin
$51.9K +$1.09K +25 +2%
WOC
827
West Oak Capital
California
$50.1K -$45K -1,034 -48%
CT
828
Caldwell Trust
Florida
$50.1K -$8.71K -200 -15%
FNBOSM
829
First National Bank of South Miami
Florida
$50.1K
FCB
830
First Command Bank
Texas
$48.5K -$9.14K -210 -16%
FCFS
831
First Command Financial Services
Texas
$48.5K -$9.14K -210 -16%
BEI
832
Benjamin Edwards Inc
Missouri
$48K -$12.8K -295 -22%
RMC
833
Resources Management Corp
Connecticut
$46K -$168K -3,859 -79%
ATC
834
Adirondack Trust Company
New York
$45.2K
TIM
835
Thompson Investment Management
Wisconsin
$43.9K
PSB
836
Piscataqua Savings Bank
New Hampshire
$38.7K
AF
837
Allworth Financial
California
$37.8K -$6.4K -147 -15%
LS
838
Livforsakringsbolaget Skandia
Sweden
$37.1K
RFG
839
RFP Financial Group
Georgia
$36.4K +$34.8K +800 New
CSWM
840
Cassady Schiller Wealth Management
Ohio
$36K +$44 +1 +0.1%
CA
841
Centerpoint Advisors
Massachusetts
$36K -$13.1K -301 -28%
FCA
842
FinTrust Capital Advisors
South Carolina
$35.9K
CB
843
CNB Bank
Pennsylvania
$33.5K
SWA
844
Sutton Wealth Advisors
Florida
$32.3K
SN
845
Sittner & Nelson
Oregon
$32.1K -$4.53K -104 -13%
CAL
846
Capital Advisors Ltd
Ohio
$32K +$13.5K +311 +80%
BCM
847
Blume Capital Management
California
$31.9K
FRA
848
Front Row Advisors
California
$31K -$1.31K -30 -4%
WB
849
Webster Bank
Connecticut
$31K
GI
850
Gradient Investments
Minnesota
$30.9K +$1.22K +28 +4%

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.