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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
BWS
901
Buck Wealth Strategies
Colorado
$11.9K
EARNEST Partners
902
EARNEST Partners
Georgia
$11.7K
SIS
903
Strategic Investment Solutions
Illinois
$11.6K +$44 +1 +0.4%
HIA
904
Harbor Investment Advisory
Maryland
$11.6K +$174 +4 +2%
NF
905
Norwood Financial
Pennsylvania
$11.4K
CHA
906
Carmichael Hill & Associates
Maryland
$11.1K
ADL
907
Asset Dedication LLC
California
$11K -$218 -5 -1%
EWM
908
Evermay Wealth Management
Virginia
$10.9K -$17.8K -409 -63%
TFP
909
Tilia Fiduciary Partners
North Carolina
$10.7K +$44 +1 +0.4%
BIA
910
Bell Investment Advisors
California
$10.6K -$44 -1 -0.4%
PO
911
Private Ocean
California
$10.5K
GFL
912
Granite FO LLC
New Hampshire
$9.61K
ODG
913
O'Dell Group
Ohio
$9.57K +$9.14K +210 New
PK
914
Pflug Koory
Nebraska
$9.11K
WFA
915
West Financial Advisors
Iowa
$9.11K
FA
916
Fiduciary Alliance
South Carolina
$9.11K +$8.71K +200 New
BAAM
917
Baker Avenue Asset Management
California
$9.02K -$697 -16 -7%
EWP
918
Elevation Wealth Partners
California
$8.79K -$8.32K -191 -50%
CWC
919
Carolinas Wealth Consulting
North Carolina
$8.71K
SWM
920
Sugarloaf Wealth Management
Georgia
$8.47K
WP
921
WealthPLAN Partners
Nebraska
$8.47K
GWM
922
Geneos Wealth Management
Colorado
$8.43K
QPBE
923
Quintet Private Bank (Europe)
Luxembourg
$8.26K +$8.06K +185 New
IBOK
924
Independence Bank of Kentucky
Kentucky
$7.97K
VCM
925
Versant Capital Management
Arizona
$7.88K -$479 -11 -6%

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.