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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
PMFA
851
Plante Moran Financial Advisors
Michigan
$6.49K -$10.7K -250 -59%
KC
852
Kenfarb & Co
Kentucky
$6.19K
USB
853
Union Savings Bank
Connecticut
$6.04K
FPB
854
First PREMIER Bank
South Dakota
$6K
HFS
855
Hantz Financial Services
Michigan
$6K
GKIM
856
GW&K Investment Management
Massachusetts
$6K +$852 +20 +16%
CWC
857
Carolinas Wealth Consulting
North Carolina
$5.87K -$383 -9 -5%
VCM
858
Versant Capital Management
Arizona
$5.81K -$809 -19 -11%
LFG
859
Larson Financial Group
Missouri
$5.59K
MTIC
860
Missouri Trust & Investment Company
Missouri
$5.28K
FWM
861
Focused Wealth Management
New York
$5.13K
SIS
862
Sound Income Strategies
Florida
$4.87K
BAAM
863
Baker Avenue Asset Management
California
$4.71K -$3.11K -73 -37%
RA
864
Rational Advisors
New York
$4.65K
CWM
865
Compass Wealth Management
Connecticut
$4.38K -$20.5K -482 -81%
HCM
866
Hollencrest Capital Management
California
$4.11K
SS
867
Sunbelt Securities
Texas
$4.08K
GEA
868
Glen Eagle Advisors
New Jersey
$4.02K
KSWA
869
Kathleen S. Wright Associates
Pennsylvania
$3.77K
MSFP
870
Mark Sheptoff Financial Planning
Connecticut
$3.77K
SL
871
Salomon & Ludwin
Virginia
$3.77K +$4.26K +100 New
PP
872
Pacifica Partners
Canada
$3.7K +$1.06K +25 +33%
BIA
873
Bell Investment Advisors
California
$3.7K -$5.75K -135 -58%
OA
874
Operose Advisors
Wisconsin
$3.62K +$4.09K +96 New
CBT
875
Central Bank & Trust
Kentucky
$3.55K

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.