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Baxter International
BAX

955 hedge funds and large institutions have $17.9B invested in Baxter International in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 335 increasing their positions, 356 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $237M | Put options by funds: $136M

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

0.49% more ownership

Funds ownership: 86.76% → 87.25% (+0.49%)

6% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 356

5% less funds holding

Funds holding: 1,010 → 955 (-55)

21% less capital invested

Capital invested by funds: $22.5B → $17.9B (-$4.63B)

25% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 129

Holders
955
Holders Change
-55
Holders Change %
-5.45%
% of All Funds
15.22%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
97
Increased
335
Reduced
356
Closed
129
Calls
$237M
Puts
$136M
Net Calls
+$101M
Net Calls Change
-$13.9M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$549M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$470M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$362M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M
5
Artisan Partners
Artisan Partners
Wisconsin
+$155M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.51B
2
Morgan Stanley
Morgan Stanley
New York
-$703M
3
NI
Nuance Investments
Missouri
-$252M
4
GIM
Generation Investment Management
United Kingdom
-$179M
5
N
Nuveen
North Carolina
-$157M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWMI
926
Guardian Wealth Management (Illinois)
Illinois
$2.93K -$6.53K -154 -68%
BCMLT
927
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.8K – – –
DIP
928
DT Investment Partners
Pennsylvania
$2.8K – – –
AT
929
Avalon Trust
New Mexico
$2.53K +$2.63K +62 New
ANBT
930
American National Bank & Trust
Texas
$2.47K – – –
BWP
931
Baldwin Wealth Partners
Massachusetts
$2.03K – – –
BA
932
Bellwether Advisors
Nebraska
$2.03K – – –
WAS
933
Winch Advisory Services
Wisconsin
$2K – – –
Lazard Asset Management
934
Lazard Asset Management
New York
$2K +$636 +15 +43%
CIA
935
Cape Investment Advisory
Georgia
$1.87K +$1.95K +46 New
IRC
936
Investors Research Corp
Georgia
$1.82K – – –
DI
937
Disciplined Investments
Oklahoma
$1.78K +$1.61K +38 +633%
TCA
938
Trifecta Capital Advisors
Illinois
$1.62K -$20K -472 -92%
MA
939
MCF Advisors
Kentucky
$1.35K – – –
KFI
940
Key Financial Inc
Pennsylvania
$1.26K -$52.9K -1,247 -98%
NFSG
941
Newbridge Financial Services Group
Florida
$1.04K – – –
EBA
942
Eagle Bay Advisors
New York
$1.01K -$12.7K -300 -92%
JWA
943
JFS Wealth Advisors
Pennsylvania
$852 -$4.16K -98 -82%
ECM
944
Everence Capital Management
Indiana
$697 – – –
SIC
945
SJS Investment Consulting
Ohio
$649 -$763 -18 -53%
APC
946
Aspire Private Capital
North Carolina
$649 – – –
KFS
947
Kelly Financial Services
Massachusetts
$523 – – –
WWM
948
Wolff Wiese Magana
California
$406 +$212 +5 +100%
CCA
949
Column Capital Advisors
Indiana
$365 – – –
TWD
950
True Wealth Design
Ohio
$284 – – –
36 37
38
39 40

BAX Hedge Fund Activity: Q1 2023 in Review

955 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Baxter International (BAX) for Q1 2023, worth a combined $17.9B — down 21% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of BAX and 97 opened new positions — a net loss of 32 holders — while 356 trimmed existing stakes and 335 added.

The largest buyer was BlackRock, adding an estimated $549M. The largest seller was Wellington Management Group, cutting an estimated $1.51B.

  • 955 institutional investors held Baxter International (BAX) as of Q1 2023, down from 1,010 in Q4 2022.
  • Funds reported $17.9B of Baxter International stock for Q1 2023, down 21% quarter-over-quarter.
  • 97 funds opened new Baxter International positions in Q1 2023 and 129 closed out, a net change of -32 holders.
  • The largest Baxter International buyer in Q1 2023 was BlackRock, an estimated $549M added.
  • The largest Baxter International seller in Q1 2023 was Wellington Management Group, an estimated $1.51B sold.

Based on aggregated 13F filings for Q1 2023.