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
BLC
876
Brown, Lisle/Cummings
Rhode Island
$18.2K
TIM
877
Tortoise Investment Management
New York
$18.2K +$17.4K +400 New
FCAG
878
First Capital Advisors Group
New Jersey
$17.2K +$16.4K +377 New
PCFFS
879
Pacific Center for Financial Services
California
$16.9K
AA
880
Ancora Advisors
Ohio
$16.7K
AAG
881
Armstrong Advisory Group
Massachusetts
$16.6K
RDIA
882
RE Dickinson Investment Advisors
Iowa
$16K
CWP
883
Concord Wealth Partners
Virginia
$15.7K -$13.5K -311 -47%
BWL
884
Bogart Wealth LLC
Virginia
$15.2K +$10.2K +234 +234%
GFPC
885
Global Financial Private Client
Florida
$15.1K -$8.62K -198 -37%
CMP
886
Coston McIsaac & Partners
Maine
$15K +$44 +1 +0.3%
NIC
887
Northwest Investment Counselors
Oregon
$14K
MAWCM
888
Mine & Arao Wealth Creation & Management
California
$13.8K -$697 -16 -5%
OLVIG
889
Oliver Lagore Vanvalin Investment Group
Michigan
$13.7K -$8.71K -200 -40%
ASBI
890
American State Bank (Iowa)
Iowa
$13.7K
TFA
891
Toth Financial Advisory
Virginia
$13.7K
CA
892
Crewe Advisors
Utah
$13.6K -$15.5K -357 -55%
RAM
893
Riggs Asset Management
Pennsylvania
$13.6K
GG
894
Gleason Group
Kentucky
$13.5K +$87 +2 +0.7%
SCM
895
Silvant Capital Management
Georgia
$13.5K
BONH
896
Bank of New Hampshire
New Hampshire
$13.4K
JFA
897
JNBA Financial Advisors
Minnesota
$13.2K
FIA
898
FNY Investment Advisers
New York
$13K
OIA
899
Optimum Investment Advisors
Illinois
$12.8K
PWMG
900
Prestige Wealth Management Group
New Jersey
$12.6K -$1.13K -26 -9%

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.