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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
KC
926
Kenfarb & Co
Kentucky
$7.47K
AWM
927
AllSquare Wealth Management
New York
$7.34K
USB
928
Union Savings Bank
Connecticut
$7.24K +$6.97K +160 New
HFS
929
Hantz Financial Services
Michigan
$7K -$4.36K -100 -39%
FPB
930
First PREMIER Bank
South Dakota
$7K
SF
931
Safeguard Financial
Wisconsin
$7K +$6.88K +158 New
LFG
932
Larson Financial Group
Missouri
$6.74K
MTIC
933
Missouri Trust & Investment Company
Missouri
$6.38K +$6.1K +140 New
JWA
934
JFS Wealth Advisors
Pennsylvania
$6.24K +$5.05K +116 +552%
FWM
935
Focused Wealth Management
New York
$6.18K +$44 +1 +0.7%
GKIM
936
GW&K Investment Management
Massachusetts
$6K +$5.57K +128 New
SIS
937
Sound Income Strategies
Florida
$5.88K
HCP
938
Hexagon Capital Partners
Arkansas
$5.24K -$7.84K -180 -61%
HCM
939
Hollencrest Capital Management
California
$4.97K
SS
940
Sunbelt Securities
Texas
$4.92K
GEA
941
Glen Eagle Advisors
New Jersey
$4.82K +$44 +1 +1%
RA
942
Rational Advisors
New York
$4.65K
KSWA
943
Kathleen S. Wright Associates
Pennsylvania
$4.56K
MSFP
944
Mark Sheptoff Financial Planning
Connecticut
$4.56K
GCM
945
Gables Capital Management
Florida
$4.42K +$4.22K +97 New
CBT
946
Central Bank & Trust
Kentucky
$4.28K -$1.13K -26 -22%
EA
947
Evolution Advisers
Virginia
$4K
TSWM
948
Tyler-Stone Wealth Management
Ohio
$4K +$3.48K +80 New
OP
949
ORG Partners
Indiana
$3.99K +$3.88K +89 New
PAI
950
Pittenger & Anderson Inc
Nebraska
$3.87K

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.