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Baxter International
BAX

912 hedge funds and large institutions have $17.9B invested in Baxter International in 2023 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 263 increasing their positions, 377 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $277M | Put options by funds: $155M

13% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 111

6% more capital invested

Capital invested by funds: $16.9B → $17.9B (+$979M)

2.7% more ownership

Funds ownership: 88.46% → 91.16% (+2.7%)

0% more funds holding

Funds holding: 909 → 912 (+3)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

30% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 377

Holders
912
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
13.3%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
125
Increased
263
Reduced
377
Closed
111
Calls
$277M
Puts
$155M
Net Calls
+$122M
Net Calls Change
-$50.7M

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$656M
2
Dodge & Cox
Dodge & Cox
California
+$620M
3
Morgan Stanley
Morgan Stanley
New York
+$147M
4
CCM
Camber Capital Management
Massachusetts
+$70.8M
5
GIM
Generation Investment Management
United Kingdom
+$62.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$200M
2
Invesco
Invesco
Georgia
-$146M
3
JP Morgan Chase
JP Morgan Chase
New York
-$130M
4
MF
Magnetar Financial
Illinois
-$91.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$90.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
851
Larson Financial Group
Missouri
$5.72K – – –
QL
852
Quarry LP
New York
$5.57K +$5.09K +144 New
NFA
853
Northwest Financial Advisors
Virginia
$5.41K +$4.95K +140 New
FWM
854
Focused Wealth Management
New York
$5.27K – – –
HWP
855
Highline Wealth Partners
California
$5.14K -$180K -5,100 -97%
VCM
856
Versant Capital Management
Arizona
$4.79K -$1.06K -30 -19%
RCM
857
Raleigh Capital Management
North Carolina
$4.73K +$3.01K +85 +230%
HCM
858
Hollencrest Capital Management
California
$4.21K – – –
RTL
859
Red Tortoise LLC
Georgia
$4.17K +$3.82K +108 New
GEA
860
Glen Eagle Advisors
New Jersey
$4.15K +$35 +1 +0.9%
EA
861
Evolution Advisers
Virginia
$4K – – –
BIA
862
Bell Investment Advisors
California
$3.9K +$106 +3 +3%
TH
863
TCTC Holdings
Texas
$3.87K -$351K -9,912 -99%
KSWA
864
Kathleen S. Wright Associates
Pennsylvania
$3.87K – – –
MSFP
865
Mark Sheptoff Financial Planning
Connecticut
$3.87K – – –
SL
866
Salomon & Ludwin
Virginia
$3.77K – – –
OA
867
Operose Advisors
Wisconsin
$3.71K – – –
CBT
868
Central Bank & Trust
Kentucky
$3.63K – – –
PP
869
Pacifica Partners
Canada
$3.58K – – –
RS
870
Rakuten Securities
Japan
$3.56K +$3.25K +92 New
HIA
871
Harbor Investment Advisory
Maryland
$3.48K -$5.66K -160 -64%
LIA
872
Luken Investment Analytics
Tennessee
$2.86K – – –
IPW
873
Impact Partnership Wealth
Georgia
$2.68K -$20.3K -573 -89%
S
874
Sachetta
Massachusetts
$2.63K +$2.41K +68 New
BCMLT
875
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.6K – – –
33 34
35
36 37

BAX Hedge Fund Activity: Q4 2023 in Review

912 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q4 2023, worth a combined $17.9B — up 5.8% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BAX positions and 111 closed out — a net gain of 14 holders — while 263 added to existing stakes and 377 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $656M. The largest seller was BlackRock, cutting an estimated $200M.

  • 912 institutional investors held Baxter International (BAX) as of Q4 2023, up from 909 in Q3 2023.
  • Funds reported $17.9B of Baxter International stock for Q4 2023, up 5.8% quarter-over-quarter.
  • 125 funds opened new Baxter International positions in Q4 2023 and 111 closed out, a net change of +14 holders.
  • The largest Baxter International buyer in Q4 2023 was Pzena Investment Management, an estimated $656M added.
  • The largest Baxter International seller in Q4 2023 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2023.