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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
PCTC
901
Perkins Coie Trust Company
Washington
$905 +$1.02K +24 New
TCA
902
Trifecta Capital Advisors
Illinois
$680 -$937 -22 -55%
APC
903
Aspire Private Capital
North Carolina
$603
GJIA
904
Glass Jacobson Investment Advisors
Maryland
$529
KFS
905
Kelly Financial Services
Massachusetts
$493
TFM
906
TFC Financial Management
Massachusetts
$416 +$469 +11 New
TWD
907
True Wealth Design
Ohio
$265
WA
908
WestEnd Advisors
North Carolina
$264 +$298 +7 New
RA
909
Rise Advisors
New York
$7 -$256 -6 Closed
NMG
910
New Millennium Group
Utah
$7
T. Rowe Price Investment Management
911
T. Rowe Price Investment Management
Maryland
-$377M -8,265,067 Closed
Point72 Asset Management
912
Point72 Asset Management
Connecticut
-$70.8M -1,554,804 Closed
LWCA
913
Locust Wood Capital Advisers
New York
-$59.5M -1,305,767 Closed
APM
914
Avidity Partners Management
Texas
-$27.6M -604,700 Closed
EC
915
Eminence Capital
New York
-$27.2M -596,869 Closed
NIG
916
NFJ Investment Group
Texas
-$20.3M -445,084 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
917
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$16.7M -366,450 Closed
SI
918
Sofinnova Investments
California
-$16.5M -362,200 Closed
Arrowstreet Capital
919
Arrowstreet Capital
Massachusetts
-$15.1M -331,707 Closed
PAMP
920
Polar Asset Management Partners
Ontario, Canada
-$15M -329,800 Closed
MCM
921
Moore Capital Management
New York
-$14.8M -325,000 Closed
CCP
922
Clough Capital Partners
Massachusetts
-$14M -308,178 Closed
Wellington Management Group
923
Wellington Management Group
Massachusetts
-$13.8M -303,043 Closed
Man Group
924
Man Group
United Kingdom
-$12.3M -270,536 Closed
BG
925
Bellevue Group
Switzerland
-$9.72M -213,434 Closed

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.